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 Fundsupermart.com v3, Manage your own unit trust portfolio

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felixmask
post Jun 13 2013, 11:12 AM

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QUOTE(gark @ Jun 13 2013, 10:57 AM)
EPF cannot sustain KLCI as FF pulls out investment... now Kabooming...

Next will be A to AAA bonds if this continues... if FF pull out even more money.
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FF pull out money we can see at SC Statistic,

How about BOND pull out by FF? any source to see ?
SUSPink Spider
post Jun 13 2013, 11:14 AM

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QUOTE(gark @ Jun 13 2013, 10:57 AM)
EPF cannot sustain KLCI as FF pulls out investment... now Kabooming...

Next will be A to AAA bonds if this continues... if FF pull out even more money.
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Apa mau buat? Go 90% cash? cry.gif
gark
post Jun 13 2013, 11:14 AM

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QUOTE(felixmask @ Jun 13 2013, 11:12 AM)
FF pull out money we can see at SC Statistic,

How about BOND pull out by FF? any source to see ?
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You can see the MGS & A-AAA corporate yield curve.. if rising means, money is being pulled out

https://fast.bnm.gov.my/

This post has been edited by gark: Jun 13 2013, 11:18 AM
gark
post Jun 13 2013, 11:18 AM

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QUOTE(Pink Spider @ Jun 13 2013, 11:14 AM)
Apa mau buat? Go 90% cash? cry.gif
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Heart must be steady... tongue.gif
felixmask
post Jun 13 2013, 11:20 AM

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QUOTE(gark @ Jun 13 2013, 11:14 AM)
You can see the MGS yield.. if rising means, money is being pulled out

https://fast.bnm.gov.my/
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OPR & BLR will increase soon?
gark
post Jun 13 2013, 11:23 AM

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QUOTE(felixmask @ Jun 13 2013, 11:20 AM)
OPR & BLR will increase soon?
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OPR & BLR is under control of BNM...so no one have any say.

But.. FF/Local Funds can dictate yield curve... if yield keep rising, companies will have more cost/trouble to raise capital

When this happen BNM will be 'pressured' to raise OPR to match but not necessary they will do so.

But you can see the trend if the banks tighten loan conditions & have more 'promotion' for FD, means the real interest rate is rising.
SUSPink Spider
post Jun 13 2013, 11:24 AM

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QUOTE(gark @ Jun 13 2013, 11:18 AM)
Heart must be steady...  tongue.gif
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That's what I said lor, switch off Bloomberg and CNBC yawn.gif
jutamind
post Jun 13 2013, 11:24 AM

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MY equities are still expensive at 17xx....better values in the emerging markets and in global funds i guess...
gark
post Jun 13 2013, 11:25 AM

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QUOTE(jutamind @ Jun 13 2013, 11:24 AM)
MY equities are still expensive at 17xx....better values in the emerging markets and in global funds i guess...
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And how do you term expensive? Just because it is trading at 17XX? rolleyes.gif

This post has been edited by gark: Jun 13 2013, 11:25 AM
felixmask
post Jun 13 2013, 11:26 AM

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QUOTE(gark @ Jun 13 2013, 11:23 AM)
OPR & BLR is under control of BNM...so no one have any say.

But.. FF/Local Funds can dictate yield curve... if yield keep rising, companies will have more cost/trouble to raise capital

When this happen BNM will be 'pressured' to raise OPR to match but not necessary they will do so.

But you can see the trend if the banks tighten loan conditions & have more 'promotion' for FD, means the real interest rate is rising.
*
where you learn ? from BOOKS hmm.gif
gark
post Jun 13 2013, 11:26 AM

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QUOTE(felixmask @ Jun 13 2013, 11:26 AM)
where you learn ? from BOOKS  hmm.gif
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No.. tooth fairy told me...
.
.
.
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of course by reading lah... tongue.gif
jutamind
post Jun 13 2013, 11:27 AM

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17xx is almost all time high historically....of coz u can dig all the techie jargons like PE etc etc to justify it

wish it can drop to 13xx...then can start cherry picking....
felixmask
post Jun 13 2013, 11:27 AM

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QUOTE(gark @ Jun 13 2013, 11:26 AM)
No.. tooth fairy told me...
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of course by reading lah...  tongue.gif
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book title ? tongue.gif
gark
post Jun 13 2013, 11:31 AM

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QUOTE(jutamind @ Jun 13 2013, 11:27 AM)
17xx is almost all time high historically....of coz u can dig all the techie jargons like PE etc etc to justify it

wish it can drop to 13xx...then can start cherry picking....
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Hahaha historical high or not doesn't matter, you need to look at data otherwise tokok sing song only.

Yes, it is on the high side but it is not too high.. KLCI FY13 PE is only 15.7x vs MGS 3.2% is currently FAIR, if MGS yield goes up further however, PE will tend to adjust downward.
gark
post Jun 13 2013, 11:32 AM

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QUOTE(felixmask @ Jun 13 2013, 11:27 AM)
book title ?  tongue.gif
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Too many to count.... doh.gif
SUSPink Spider
post Jun 13 2013, 11:33 AM

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Cannot look at index level alone

Have to look at earnings
felixmask
post Jun 13 2013, 11:45 AM

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QUOTE(gark @ Jun 13 2013, 11:32 AM)
Too many to count.... doh.gif
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Do you still keep the book in your house? can borrow from you.
gark
post Jun 13 2013, 11:47 AM

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QUOTE(felixmask @ Jun 13 2013, 11:45 AM)
Do you still keep the book in your house?  can borrow from you.
*
Wah... wat book you want? Many titles loh.

Most of my book is in e-pub format, read on ipad one... tongue.gif

Let me know what you want to read up and i will recommend you a book...which you can then DL buy the ebook online... sweat.gif

This post has been edited by gark: Jun 13 2013, 11:48 AM
SUSDavid83
post Jun 13 2013, 01:07 PM

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NIKKEI 225 nose dived 5% again! sweat.gif
SUSPink Spider
post Jun 13 2013, 01:14 PM

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QUOTE(David83 @ Jun 13 2013, 01:07 PM)
NIKKEI 225 nose dived 5% again! sweat.gif
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Where are the Nikkei bull chasers now? tongue.gif
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