Fundsupermart.com v4, Manage your own unit trust portfolio
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 Aug 20 2013, 12:42 PM
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#61
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All Stars
52,874 posts Joined: Jan 2003 
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QUOTE(yklooi @ Aug 20 2013, 12:39 PM) OSK-UOB US FOCUS Equities fund or /and RHB GS US Equities Fund? OSK-UOB Global Equity Fund has broader coverage and risk is lower than US focused!   |
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Aug 20 2013, 12:48 PM
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#62
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(Kaka23 @ Aug 20 2013, 12:43 PM) I am eyeing Aberdeen World equity fund... still hesitating to enter... You should have bought it during IPO.Well, I think for now, it's better to go for OSK-UOB Global Equity Fund. |
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Aug 20 2013, 12:50 PM
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#63
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(yklooi @ Aug 20 2013, 12:48 PM) every 1k would be 490 in US, Jpn 44 and UK 140 only.....not much impact in % of portfolio allocation...... Single country fund is always risker as risk is localized. hit and run, hit and run?? Unless you're super confident with US market for the next 6 months. Then, you may go for US focused funds. |
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Aug 20 2013, 12:55 PM
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#64
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(wongmunkeong @ Aug 20 2013, 12:53 PM) ermm.. on the flipside, good time to accumulate mar right? If you use PE or valuation concept, a "dip" could be accumulation point. |
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Aug 20 2013, 12:58 PM
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#65
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(yklooi @ Aug 20 2013, 12:56 PM)   thinking, thinking....... |
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Aug 20 2013, 01:26 PM
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#66
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(genesic @ Aug 20 2013, 01:12 PM) so now is the good time to buy US fund ? which one would you select and why ? That's why FSM analyst asked investors not to ignore "Developed markets". i just realised i dont have US exposure  G5/G7 + Eurozone This post has been edited by David83: Aug 20 2013, 01:28 PM |
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Aug 20 2013, 01:31 PM
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#67
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(Pink Spider @ Aug 20 2013, 01:30 PM) U said it before me Since IPO, it's already up ~ 9% Why? |
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Aug 20 2013, 01:45 PM
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#68
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All Stars
52,874 posts Joined: Jan 2003
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@Pink Spider, @TakaC
He has his point and I have mine. I have another parameter to judge which is the potential of upside. It's really subjective. Aberdeen Islamic World Equity Fund doesn't have historical data. |
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Aug 20 2013, 01:50 PM
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#69
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(Pink Spider @ Aug 20 2013, 01:46 PM) the point is, their holdings might have turned over i.e. changed, so high NAV may not necessarily mean that its underlying holdings are overvalued, i.e. the fund might have already liquidated their profitable holdings. Based on current wind blow, I'm overweighting OSK-UOB GEYF over AGEF becaus AGEF has 2/3 in Asia ex Japan.  Aberdeen Islamic World Equity Fund also good as it has >= 70 % outside Asia ex Japan. If wind blows steadily at the correct direction, AIWEF will have more upside in the near term if QE3 is being tapered accordingly. |
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Aug 20 2013, 03:00 PM
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#70
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(Pink Spider @ Aug 20 2013, 01:59 PM) Dump AmAsia Pac REITs, anyone? Not so soon I guess. ROI and IRR retreat to ~ 5.5% |
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Aug 20 2013, 06:48 PM
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#71
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(s_kates81 @ Aug 20 2013, 04:24 PM) Asean is bleeding badly today. Hang Seng and Nikkei dropped > 2% |
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Aug 20 2013, 06:57 PM
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#72
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(yklooi @ Aug 20 2013, 06:53 PM) time to consider at 1%Sc closing 30 August I think better to rebalance the portfolio to developed market. EASTSPRING INVESTMENTS DINASTI EQUITY FUND EASTSPRING INVESTMENTS GLOBAL EMERGING MARKETS FUND  |
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Aug 20 2013, 07:37 PM
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#73
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(s_kates81 @ Aug 20 2013, 07:33 PM) Isn't it better to go in emerging markets at this point? Markets are bleeding, investors are fleeing, lots of bargains to be had. China is extremely attractive now. Did you go in then? |
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Aug 20 2013, 08:31 PM
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#74
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All Stars
52,874 posts Joined: Jan 2003
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Actually I'm more worried on OSK EMB.
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Aug 20 2013, 10:03 PM
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#75
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(yklooi @ Aug 20 2013, 10:00 PM) GEM VS Asia X Jpn, which one got more upside potential? I'll answer that if I have a crystal ball. |
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Aug 20 2013, 11:03 PM
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#76
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(yklooi @ Aug 20 2013, 10:09 PM) aiyah you don't have ah? Well, as I pointed earlier and even few days ago. China and Asia ex Japan are extremely attractive in term of valuation. mine say almost similar leh/  http://www.fundsupermart.com.my/main/resea...?articleNo=3695 Do you have balls to go in now? There's another saying said that "never catching a falling knife". Who has a strong heart? Who has the guts to overcome this paranoia? |
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Aug 20 2013, 11:27 PM
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#77
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All Stars
52,874 posts Joined: Jan 2003
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US markets are in green now.
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Aug 21 2013, 09:28 AM
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#78
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(Pink Spider @ Aug 21 2013, 09:23 AM) Do u guys think there is rebound chance for Asia Pac REITs? Personal view: Not in 3 to 6 moths time.Wondering should I wait...or just dump now |
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Aug 21 2013, 09:31 AM
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#79
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(Pink Spider @ Aug 21 2013, 09:29 AM) U already fully dumped yours? In dilemma since haven't reach 8% target. |
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Aug 21 2013, 02:45 PM
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#80
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All Stars
52,874 posts Joined: Jan 2003
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Equities Weekly: Europe Exits Recession [19 August 2013]
1. US: RETAIL SALES IMPROVE, HOUSING STARTS WEAKER-THAN-EXPECTED 2. EUROPE: LONG RECESSION ENDS 3. JAPAN: GDP BELOW EXPECTATIONS 4. GREATER CHINA: CHINA HOME PRICES RISE, HONG KONG GDP ABOVE EXPECTATIONS 5. SE ASIA: SINGAPORE’S GDP SURGES, INDONESIA’S CURRENT ACCOUNT DEFICIT WIDENS URL: http://www.fundsupermart.com.my/main/resea...?articleNo=3759 |
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