Value Partners Group chairman and co-investment officer Cheah Cheng Hye said "Value Partners was not bullish about the country".
“Malaysia’s Government and household debts are higher than those in Indonesia, China and Thailand. Half of the country’s government bonds are held by foreigners, who would be the first to run in a crisis.
“The Malaysian workforce is now less productive than the workforce in Thailand and the Philippines. Malaysia is also importing more oil than selling it,” he said.
On making investments, Cheah advised investors to have well-diversified portfolios.
“They should have investments in gold, real estate and a high level of cash of at least 25% of their savings to prepare for future uncertainties,” he said.

http://www.thestar.com.my/Business/Busines...s-deficits.aspx

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This post has been edited by yklooi: Aug 23 2013, 10:25 AM

wow,..that is a lot for my age..about >55% extra have to keep for minimum

http://www.kwsp.gov.my/portal/ms/news-list...DetailPage=true


Attached thumbnail(s)

Are Investors Overreacting To China’s Risk Factors? August 23, 2013

http://www.fundsupermart.com.hk/hk/main/re...?articleNo=7064

Still doubt China?? but be warned...as pink did highlighted once....it can be buy, buy, buy, buy, buy and buy until no more bullets left and it still has too many to hunt

mine too...but this is just waiting for the start of tapering,,,,what will happen when FED actually do starts the tapering???

how many % as in yr portfolio?

i think ok lah....keep it.
the returns (%)
YTD 3.29
1 wk -0.88
1 mth -0.43
3 mth 0.52
6 mth 2.58

still very OK, when compared to my balanced funds like kidsave, hsBal, HsInc...the drop in the past 3 mths is worst.
just a happier thought....when your funds are not performing well,....just say..."at least mine is MUCH better than uncle looi's"...

This post has been edited by yklooi: Aug 23 2013, 03:15 PM

don't know leh
if you mean the objectives/benchmarks/invested regions....go check the fund fact sheets or annual reports to see
if you mean the historical returns...go "fund selector" to select to see...lor

I switched 17% of my portfolio to China and HSAO from my HSIncome 2 weeks ago
now are thinking of switching 10% of my portfolio to US from my HSBal...

This post has been edited by yklooi: Aug 24 2013, 12:47 AM

Still worry/no worry of Malaysia Mkt??
In Malaysia, the key risk to capital flows, argues Credit Suisse, emanates from the large foreigners’ holding of bonds (47%) and bills (84%), which are much higher than that for Thailand (18% for bonds and 6% for bills).
....... have deteriorating current account balance and/or fiscal position, will also be vulnerable. Malaysia and Thailand, hence, fall into this category.
“Investors are driven by herd instinct. When they see deteriorating current account balance, for instance, they will exit without giving it much thought,” he explains.
According to CIMB, Asia is expected to suffer from more widespread capital withdrawal, which will take regional currencies and equity markets lower, in the coming months. There will be further rise in financial-market volatility, the regional investment bank warns
http://www.thestar.com.my/Business/Busines...l-outflows.aspx

wow, VERY Heavy and DEEP stuff....don't understand 90% of it....

David83, pls advise where you seek this small & mid cap info for this fund
thks

This post has been edited by yklooi: Aug 25 2013, 01:50 PM

Just a thing to think about.....(from an article that I read)

One of the most common questions financial TV hosts ask their guests is whether they expect a pullback or a crash to hit the market. It's an odd question, akin to asking whether they expect summer to occur. Of course summer will occur, and of course stocks will pull back. Since 1928, the S&P 500 has declined 10% or more from a recent high 89 times, or about once every 11 months, with just a handful of years escaping a 10% dip. Ten-percent pullbacks are almost as common as summers. Twenty-percent market drops have occurred 21 times since 1928, (< 4 yrs once) or about as often as presidential elections.

But investing is emotional and the allure of money makes us delusional, so we train ourselves to both think the market doesn't (or shouldn't) crash from time to time, and panic when it does.

This post has been edited by yklooi: Aug 25 2013, 02:10 PM

has the current mkt valuation priced in this already or there are worst to come? will see what the "noises" by the "organised ff" said.

Short Sellers Attack!!
Shares of China Minzhong Dive as Short Seller Attacks
California Research Firm Accuses Vegetable Supplier of Fabricating Sales Figures

China Minzhong Food became the latest Singapore-traded target of short sellers, as a California research firm's accusations of irregularities pummeled its shares and led to a trading halt.
http://stream.wsj.com/story/latest-headlin...99/SS-2-309025/

just hope that my china fund managers are doing their jobs well.

Just a thing to think about.....(from an article that I read)

One of the most common questions financial TV hosts ask their guests is whether they expect a pullback or a crash to hit the market. It's an odd question, akin to asking whether they expect summer to occur. Of course summer will occur, and of course stocks will pull back. Since 1928, the S&P 500 has declined 10% or more from a recent high 89 times,or about once every 11 months, with just a handful of years escaping a 10% dip. Ten-percent pullbacks are almost as common as summers. Twenty-percent market drops have occurred 21 times since 1928, (< 4 yrs once) or about as often as presidential elections.

But investing is emotional and the allure of money makes us delusional, so we train ourselves to both think the market doesn't (or shouldn't) crash from time to time, and panic when it does.

here are bound to be pullbacks and crashes in in the stock market in the future. That’s just what stocks do.
As for those who cry that “The sky is FALLING!” each time the market plunges, I’ll leave them with an anecdote regarding one of America’s most prominent bankers, J.P.Morgan.

Reputedly, Morgan was once asked what the stock market will do. His reply? “It will fluctuate.” Wise words indeed.

found this just now,...good read if you are not ready for the plunges or screams at every bumps/dips.....review your investment choice, if cannot stomach this....."It is not uncommon at all for the STI to decline by 20% or more"
http://www.fool.sg/2013/08/21/three-facts-...s76yhocs0070001
(click refresh, if prompted to sign up)

LEAVE to fight another day??

August 11, 2013, 6:18 p.m. ET
The Budget Sequester Is a Success

The biggest underreported story out of Washington this year is that the federal budget is shrinking and much more than anyone in either party expected.

But the fiscal story isn't all rosy. The major entitlements remain on autopilot and are roaring toward insolvency. Thanks in large part to Mr. Obama's aversion to practical fixes, the Congressional Budget Office calculates that through July of this year Social Security, Medicare and Medicaid spending are up $73 billion from just last year. This doesn't include ObamaCare, which is scheduled to add $1 trillion of new costs over the next decade.

http://online.wsj.com/article/SB1000142412...3006361834.html

This post has been edited by yklooi: Aug 27 2013, 01:39 PM

just when should the "WAIT", Stops? What are the triggers that activates the "shoot"?
geeee., it may be just a traps.....example.....just recently, June market dropped, July when up, now Aug down again....so if you had just shoots in July because of June drops....kena-lah Aug dropped much worst. ,
so wanna shot in Sept?...then Septaper is coming?? Shot in October??...then Fiscal sequester in coming,.....shot in Nov?.....GDP Reports coming......

just a note:
Buying more shares at a lower price than what you previously paid is known as averaging down, or decreasing the average price at which you purchased a company's shares. However, even though your average purchase price would've gone down, you would've had an equal loss on your original stock - a $10 decrease on 100 shares renders a total loss of $1,000. Purchasing more shares to average down the price wouldn't change that fact, so do not misinterpret averaging down as a means to magically decrease your loss.

The trick is to know when to apply averaging down. But there are no hard-and-fast rules. Basically, you must re-evaluate the company you own and determine the reasons for the fall in price. If you feel the stock has fallen because the market has overreacted to something, then buying more shares may be a good thing. Likewise, if you feel there has been no fundamental change to the company, then a lower share price may be a great opportunity to scoop up some more stock at a bargain.

It's important to realize that it is not advisable to simply buy shares of any company whose shares have just declined. Even though you are averaging down, you may still be buying into an ailing company that will continue its downslide. Sometimes the best thing to do when your company's stock has fallen is to dump the shares you already have and cut your losses.

http://www.investopedia.com/ask/answers/04/052704.asp

This post has been edited by yklooi: Aug 28 2013, 08:26 AM

these are the countries and ALOT of the countries in the world has LAGRE reserves in USD..you tell me which countries wan to see the reserves drops??