When asia ex japan will fly?? Wait long long already
So underperformed.

You sold your holdings?

We cannot tahan if most of US funds are withdrawing from Asian markets. They can initiate alot of QEs, print many money and the demand for USD will always be there. Because we basically got no alternative. Another rising super power is China, but their yuan is rigged. Only their GDP is good.

If US move their trillion dollars back into US, every assets will start to boom again. Unless they only move billions

This post has been edited by mois: Aug 21 2013, 10:37 AM

Dump bond ah? Money market already?

Havent start my buying spree yet, but the market up already.

Mean holding less bond fund is better idea?

Itchy to top up amdynamic. But since gark say bond no good, i guess need to hold back.

Yes ringgit is weakening and good for exports. But too bad we dont have much products to export except agriculture product. But then oil palm price is at record low. Worst part, we dont even have export business to gain benefit from weakening Ringgit

So your exporter stock ada up?

Your portfolio now still 70:30, fixed income : equity?

Mean equity 67-70%. You got top up amdynamic? Hwang ponzi got 6%?

Bond is falling, but then mungkeong sugguest do opposite. Mean buy bonds

This post has been edited by mois: Sep 2 2013, 02:15 PM

Like this your total portfolio 10%+ . But last time you say you got Osk emerging bond fund, recently david say keep dropping?

KLCI down 0.50% for now. Plan want to top up large and mid cap though.

This post has been edited by mois: Sep 2 2013, 02:29 PM

The fund risk is subject to interest risk, credit risk and bond yield. Few weeks ago Fitch outlook on MYR is negative. Gark say bond yield is rising. Interest is at all time low, chance might go up. So it is indeed on rising trend.

Second sentence might refer to those good AA govt/corporate bonds are in limited supply. Probably good corporate bonds are fully subscribed.

Look like asia pacific is always attractive. But it never fly since i bought it 1 year earlier. Only fly a while then landing until now. Pump minyak?

So far how much IRR% you guy gain since january 2013? total portfolio.

Mine only around 5%. Stagnant since May.

This post has been edited by mois: Sep 10 2013, 10:36 AM

Yes i feel itchy as well. You got alot of cash %? I sold off my asia pacific fund few months ago. Then yesterday re-enter again. But not big amount. Now looking forward indonesia fund, some 30% drop lei within 3 months.

Walao wei. These economists sure can bluff alot. Imagine thousand of economists came out with their own theory, then which one to believe? Rather buy on valuation (50%),economic data (30%), gut feeling (20%)

So you plan to enter indonesia market or not? seem attractive at the moment.

It depends how heavy you are on FI/Equity. So far how is your weighting?

This post has been edited by mois: Sep 10 2013, 11:44 AM

The indonesian equity was doing quite good previously. But the June selloff has impact their stock badly.

Wa 1 week away, indonesian fund up nearly 10%

you guys got plan to sell this week? or just ride along? interesting market this week

Why stock market no feeling on debt ceiling in US? Under normal condition, should have fire sales since US shutdown. Panic sells. Tomorrow is deadline yet no fark given by market. Manipulation at its finest?