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 Fundsupermart.com v3, Manage your own unit trust portfolio

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gark
post Jun 13 2013, 02:20 PM

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QUOTE(Pink Spider @ Jun 13 2013, 01:14 PM)
Where are the Nikkei bull chasers now? tongue.gif
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All balik kampung... but today ah i saw at bloomberg tv.. some smart guy predict Yen at 150 end of the year. hmm.gif
TakoC
post Jun 13 2013, 03:20 PM

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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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Enlighten me here. Haven't read the newest 2 pages but any reason why FF is withdrawing their investment?
TakoC
post Jun 13 2013, 03:22 PM

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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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SC statistic? Any link for me to see?
TakoC
post Jun 13 2013, 03:44 PM

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

https://fast.bnm.gov.my/
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Is it OK to say that as investors pull out money from it, less attractive, bond increases their yield to make it more attractive?
gark
post Jun 13 2013, 04:04 PM

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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.
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Looks like Indo Central bank is fighting a losing battle against FF bond seller... Indo bond has been badly hit by selldown.

Indo Central Bank announced OPR goes up another 25 basis point to 6% second time this week. Stocks, bonds and property will come tumbling down.....

How long can BNM last? tongue.gif

This post has been edited by gark: Jun 13 2013, 04:06 PM
gark
post Jun 13 2013, 04:05 PM

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QUOTE(TakoC @ Jun 13 2013, 03:20 PM)
Enlighten me here. Haven't read the newest 2 pages but any reason why FF is withdrawing their investment?
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FF withdraw is due to QE reduction... no more cheap credit for them to inflate assets. In turn USD goes up, hence they are dumping foreign holdings to hold back USD...
SUSPink Spider
post Jun 13 2013, 04:25 PM

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QUOTE(gark @ Jun 13 2013, 04:04 PM)
Looks like Indo Central bank is fighting a losing battle against FF bond seller... Indo bond has been badly hit by selldown.

Indo Central Bank announced OPR goes up another 25 basis point to 6% second time this week. Stocks, bonds and property will come tumbling down.....

How long can BNM last?  tongue.gif
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Emerging Markets bond koyak liao doh.gif
gark
post Jun 13 2013, 04:28 PM

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QUOTE(Pink Spider @ Jun 13 2013, 04:25 PM)
Emerging Markets bond koyak liao doh.gif
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You got ah?

If BNM raise OPR, MY bonds will also koyak no matter A or AAA...
SUSPink Spider
post Jun 13 2013, 04:28 PM

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QUOTE(gark @ Jun 13 2013, 04:28 PM)
You got ah?

If BNM raise OPR, MY bonds will also koyak no matter A or AAA...
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My bond portfolio 1/3 EM, 2/3 MY

Annualised return for EM bond already down to 2% doh.gif

This post has been edited by Pink Spider: Jun 13 2013, 04:29 PM
SUSPink Spider
post Jun 13 2013, 04:29 PM

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apa mau buat? dump all bonds and put in MM? rclxub.gif
gark
post Jun 13 2013, 04:32 PM

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QUOTE(Pink Spider @ Jun 13 2013, 04:29 PM)
apa mau buat? dump all bonds and put in MM? rclxub.gif
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Heart must be steady... tongue.gif

Anyway put in MM also no use.. RM is falling against USD...

This post has been edited by gark: Jun 13 2013, 04:33 PM
SUSPink Spider
post Jun 13 2013, 04:33 PM

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QUOTE(gark @ Jun 13 2013, 04:32 PM)
Heart must be steady... tongue.gif
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IF the fund manyzer heart steady, hold the bonds to maturity regardless of interest rate movement and just milk the interest payments, I'm not worried.

But if the fund manyzer butt itchy to trade around... grumble.gif

This post has been edited by Pink Spider: Jun 13 2013, 04:33 PM
SUSPink Spider
post Jun 13 2013, 04:34 PM

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QUOTE(gark @ Jun 13 2013, 04:32 PM)
Anyway put in MM also no use.. RM is falling against USD...
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At least face value is maintained lor if put in MM

Though inflasi will eat u alive tongue.gif

This post has been edited by Pink Spider: Jun 13 2013, 04:34 PM
gark
post Jun 13 2013, 04:34 PM

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QUOTE(Pink Spider @ Jun 13 2013, 04:33 PM)
IF the fund manyzer heart steady, hold the bonds to maturity regardless of interest rate movement and just milk the interest payments, I'm not worried.

But if the fund manyzer butt itchy to trade around... grumble.gif
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Not necessary he trade around...

All bond UT are marked to market...so the interest remains, just the value of the bond less, if he hold to maturity ok wat.. tongue.gif

But most bonds fund will NOT hold to maturity... laugh.gif

This post has been edited by gark: Jun 13 2013, 04:35 PM
SUSPink Spider
post Jun 13 2013, 04:35 PM

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QUOTE(gark @ Jun 13 2013, 04:34 PM)
Not necessary he trade around...

All bond UT are marked to market...so the interest remains, just the value of the bond less, if he hold to maturity ok wat.. tongue.gif
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Yes, provided he hold to maturity, then the valuation drop will eventually be reversed/off-set by the interest incomes.

PROVIDED he hold to maturity... sweat.gif
SUSPink Spider
post Jun 13 2013, 04:38 PM

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QUOTE(gark @ Jun 13 2013, 04:34 PM)
But most bonds fund will NOT hold to maturity... laugh.gif
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Heart must be steady sleep.gif
gark
post Jun 13 2013, 04:39 PM

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QUOTE(Pink Spider @ Jun 13 2013, 04:35 PM)
Yes, provided he hold to maturity, then the valuation drop will eventually be reversed/off-set by the interest incomes.

PROVIDED he hold to maturity... sweat.gif
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I wonder those retailers who bought those super low interest perpetual bond last year how ah? Perpetual means no maturity date. sweat.gif

Kena con 1 more time...

This post has been edited by gark: Jun 13 2013, 04:40 PM
SUSPink Spider
post Jun 13 2013, 04:41 PM

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QUOTE(gark @ Jun 13 2013, 04:39 PM)
I wonder those retailers who bought those super low interest perpetual bond last year how ah? Perpetual means no maturity date.  sweat.gif

Kena con 1 more time...
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Really pepet liao lo laugh.gif
JinXXX
post Jun 13 2013, 04:53 PM

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so this time.. bond also drop..
equity wan move to where ?

hahahahha

or steady and stay on course and sail on?
SUSPink Spider
post Jun 13 2013, 04:55 PM

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QUOTE(JinXXX @ Jun 13 2013, 04:53 PM)
so this time.. bond also drop..
equity wan move to where ?

hahahahha

or steady and stay on course and sail on?
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Heart must be steady tongue.gif
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