yes,...noticed in some of my Hwang's asia exposure funds since May/June.
jfi, noticed too these funds had increased some % of exposure to HK in the month of July.

When do you need to touch $ in your portfolio?
if < 12 mths....consider switching to other asset class.
if > 24 mths.....follow what pink just advise....."Ok, time to switch off MarketWatch and Bloomberg"
if still got spare $$ in these time.....buy on valuation...

just my 2 cents

This post has been edited by yklooi: Aug 28 2013, 10:11 AM

i think "climate change" has a more serious impact than this, what do you think? but what has the world really did that has real impact about this till now to tackle this? just think about it

+1
The results of this analysis show that dollar-cost averaging throughout a severe bear market can be a prudent course for long-term investors. In addition, our back-testing of hypothetical scenarios shows that market-timing investors did themselves more harm than sticking to a dollar-cost-averaging strategy, regardless of whether they exhibited good or bad timing by shifting their new investments to cash during a bear market.

http://www.capitalgrowthsolutions.com/impr...m-fidelity.html

wk 1 RM 0.6
wk 2 RM 0.5
wk 3 RM 0.4
wk 4 RM 0.3

i monthly shot would be RM 0.3....did you suggested the other way round?

oh, i see, different entry points..

currently 10 out of 11 asia mkt watched are "GREEN"...Only Australia is still ~-0.16%

This post has been edited by yklooi: Aug 29 2013, 09:51 AM

me too,..i was thinking of RHB-GS Eq but the annual expense ratio is 2.15%, while the OUB OSK US Focus EQ is 0.3%....
what is that? does it has big impact like the Sales Charges on the ROI?

DON'T PULL THE TRIGGER YET on Indonesia

http://www.fundsupermart.com.my/main/resea...?articleNo=3794

https://secure.fundsupermart.com/main/artic...df_Thailand.pdf

Wong Sui Jau, General Manager, Fundsupermart. 30 August 2013, 1800HRS blog....Rumblings of war
https://secure.fundsupermart.com/main/resea...SJBlog_20130830

Next week,,,...not afraid of Septaper? Fed Meeting 17/18 sept....
then Fiscal sequester next month....

AMP Capital:"Shares Remain At Risk Of Further Weakness In The Next Two Months"[30 Aug 13]
Outlook for markets
> Shares are vulnerable over the next month or two
> However, a pullback should be seen as a buying opportunity as the broad trend in shares is likely to remain up: valuations are not dirt cheap but they are not expensive either;
> Sovereign bond yields still remain low and point to low medium term returns.
> With commodity prices in a downtrend and the Australian economy deteriorating versus the US, it’s likely the $A will fall further.
http://www.fundsupermart.com.my/main/resea...?articleNo=3793

BEIJING (AFP) - China's manufacturing activity strengthened in August, official figures showed on Sunday, the latest data to suggest that the world's second-largest economy is stabilising.

The official purchasing managers' index (PMI) rose to 51.0 last month from 50.3 in July, according to figures released by the National Bureau of Statistics.
(June 50.1, July 50.3, Aug 51.0.... see chart)

Published on Sep 01, 2013
http://www.straitstimes.com/breaking-news/...t-govt-20130901

Eastspring Investments Dinasti Equity Fund?


Attached thumbnail(s)

what is the purpose of holding bond funds in the portfolio (under normal condition)?

so when is normal? normal or not, does one needs bond funds in the portfolio?

you are right....shifting from unattractive to attractive. me too reduced bond and heavy on eq. and focusing of short term bonds funds.
just a cool comfort if one is holding on bonds "And, because bond funds pay regular interest, you get the benefit of dollar-cost-averaging when you reinvest your interest, Wiener says. In a falling market, your fund's income payment buys more shares. That's cold comfort in a downturn, but eventually, when the market stabilizes, it will be to your advantage."

Bond funds stink? What to do now
http://www.usatoday.com/story/money/column...-stink/2442817/

I think this is more scarier...ha-ha.
Holding bonds today is a disaster in the making
Commentary: Bond bull is over and your options aren’t pretty

http://www.marketwatch.com/story/holding-b...king-2013-06-25

Bond was meant to be a "safe heaven" until now.....guess that is investing...everything fluctuates.
just like the "noises" by these "experts"....ha-ha.

This post has been edited by yklooi: Sep 2 2013, 01:05 AM

Don’t Let These 3 Risks Keep You From Finding Investment Opportunities
If value investors ought to “be greedy when others are fearful” or buy when “there’s blood on the streets”, then lingering risks in global financial markets should not be such a bad thing, as it would be signaling buy opportunities. Conversely, we should be worried if global investors had no fears, as it would hint towards an overbought market. As global equity markets remain shaky, there are undeniably a range of concerns confronting investors. In this article, we discuss the major risk factors global markets have been facing in recent days.
http://www.fundsupermart.com.hk/hk/main/re...?articleNo=7094

AmDynamic Bond

The award-winning AmDynamic Bond ranked fifth among 36 fixed income funds on Fundsupermart.com platform and second out of 17 Malaysia bond funds on our platform. It registered a 2.0% quarterly return, bringing its year-to-date return to 3.5% in 1H 2013.

AmDynamic Bond typically has a large allocation in higher yielding AA-rated bond papers. As of 31 May 2013, AmDynamic Bond has 58.2% of its NAV in AA-rated bond papers. Heavy allocation in this lower credit rating bond segment and its medium to long duration feature partly explains the fund’s remarkable long-term performance given its higher credit risk and interest rate risk exposure.

During the past few months, the fund’s concentration risk on selected risky bond papers increased further from the elevated level, indicating the fund’s riskiness is on rising trend. For instance, the combined weighting of the fund’s top five bond holdings was 68.3% in end-May 2013, an increase by 5.7% from 62.6% in end-January 2013. These corporate bond papers entail credit risk and default risk. If the issuers of these bond papers are unable to honour their debt obligations, it will inevitably have an adverse impact on the fund performance.

Another thing to note is that there has been continuous outflow since end-October 2012 despite having an exit fee of up to 1.0% on the redemption amount for this fund. The fund size has dwindled by almost 17.9%% since then and closed at RM348.35 million in end-May 2013.

We advise investors to stay invested in this fund while acknowledging the risks as any exit movement entails redemption fee and the opportunity cost of not being able to find another bond fund with a heavier exposure in AA-rated corporate bonds.

http://www.fundsupermart.com.my/main/resea...?articleNo=3665

seems like I am still not sure "indicating the fund’s riskiness is on rising trend. ..... the opportunity cost of not being able to find another bond fund...."