expect further weakness in bonds

Can I join you at the pub... haha

Anytime will go up lori PDRM go on Buletin Utama geh wor, u want?

Aiyo.. dont go hardcore one la, just for happyhour minum english tea nia ma

Why pay RM80 drink at a "proper" pub when u can get naughty for RM70 at a not-so-proper pub?

I'd rather drink at kopi shop pay RM30 for 2 bottles of Guinness then

ah shit, if bond become weak then what should ppl do?

keep cash under your blanket

Rebalance portfolio to be equities heavy..

interest rate go up

bonds koyak

dividend equities also koyak

only 1 place to go - speculative small-mid caps and/or growth stocks

dare to bet?

Dont dare bro... if dare also maybe invest RM1K which I think doesnt make sense..

Haha.. my equities dropped badly since end of last month. Bond drop, equities drop. Only cash management up LOL

Look at it as a different perspective that can give you sometime to topup..

I just topped up EI GEM RM100 today



This post has been edited by Pink Spider: Jun 3 2013, 05:15 PM

Response from CIS Eugene.


Thank you for your email.

Based on the your current portfolio, you have exposures in different regions including Global, Asia ex Japan and Malaysia.

Your idea to include Eastspring Investment Global Emerging Markets Fund is fine as you have yet to have any exposure to this regions. It will compliment your diversification purpose.

Generally, there are not many funds in this region and the selected fund is our recommended fund. This market is volatile and you may need to have longer investment horizon to stomach the short term volatility.

Lastly, your asset allocation in equity is high and the portfolio is considered moderately aggressive.

Please do not hesitate to contact us if you need any assistance.
Thank you and have a pleasant day.
Regards,

Eugene Lye

ahaha.. keep at bank still have some interest le so now better don do anything and autopilot? put bond ppl say less risk but drop more than my equity..

Bonds Drop Globally as Stocks Reach Highs on Growth Optimism

Global bond markets posted their biggest monthly losses in nine years in May as the U.S. dollar rallied and stocks reached record highs amid speculation a strengthening U.S. economy will allow the Federal Reserve to reduce its monetary stimulus.

More at: http://www.bloomberg.com/news/2013-06-02/b...h-optimism.html

Interest rate goes up,

1. bond koyak
2. property koyak
3. equity not necessary koyak.. but will be weak
4. gold koyak
5. Commodities koyak

.... FD winrar..

Who told you one...

Depend on the bond lah..

Long term non investment grade bonds is higher risk than equities.

The safest bond is short term, AAA grade bonds... will hardly move one.


and...


watch out for reits...in high interest environment.

Up like bond...

drop like equity...

This post has been edited by gark: Jun 3 2013, 07:45 PM

EM currencies is on hit:

Emerging Market Dominoes to Fall as SocGen Sees Rout

The worst month in a year for emerging-market currencies will prove to be more than a momentary bout of weakness to strategists at firms from UBS AG to Societe Generale SA who see the Federal Reserve weaning investors off its extraordinary stimulus.

Read more: http://www.bloomberg.com/news/2013-06-03/e...currencies.html

wherever there is a depressed mood when the portfolio is "RED".....think of this evergreen word of wisdom that are so commonly used by the "investment advisers".........."market is volatile and you may need to have longer investment horizon to stomach the short term volatility.


but then again,...
"over the past decade, 2001-2012, 7% of all funds failed every single year, a sickening increase from the earlier golden age of mutual funds in the 1960s when only 1% of funds went under"......"While the mutual fund industry proudly posits that its mutual funds are designed for long-term investors, how can one invest for the long term in funds that may exist only for the short term?” asks the grand old man of the mutual fund industry."....
want to read more (30 May 2013):.......http://www.forbes.com/sites/robertlenzner/2013/05/30/mutual-funds-biting-the-dust-at-an-alarming-rate/

This post has been edited by yklooi: Jun 3 2013, 09:21 PM