Just noticed that Yahoo! Finance ticker has replaced STI with Shanghai Composite as the top 3 indices for Asian region.

Because of increased exposure in US?



This post has been edited by David83: Nov 7 2013, 08:49 PM

PGSF fly.. maybe i should switch out AGEF or RSP buy PGSF hehe.. Looks like US is flying, while Asia is weakening..

This post has been edited by ben3003: Nov 7 2013, 09:09 PM

Last time when PGSF in the basement u guys hated it?

Beware of switching just when the wind is about to change...

Well, medium term wise, developed countries are more favourable. That's why PGSF is changing strategy.

Like I've said before, Mr Market could remain irrational for longer than your ammo can last...

Asia ex-Japan may offer great value, but Mr Market is still not buying into it.

It's very hard to outplay the market! Just build a balanced portfolio that rides through any storm.

So, how u "balance" your equity exposure?

For now I'm sticking to Developed 25% Asia + Emerging 75%

Still finding the right formula. Lately very busy with work.

I'm too heavy with Asia Ex Japan.

ECB lower rates. Another day for global funds to flyyyy.

U said wind changing. You meant from Asia to US/Europe right.

It's getting too peaceful lately. That's why you see thread also dead. Lol.

URL on the news:

http://finance.yahoo.com/news/ecb-cuts-rat...-125538850.html

0.25%

Money will fly back to Asia, EM and SEA.

This post has been edited by David83: Nov 7 2013, 10:10 PM

My favorite place to get the hottest news is from BI

No, but from US/Europe to Asia.

Recent months Asia has been ding dong-ing, while US and Europe strong. It's about time?

Oops, FSM has been saying that for some time, until they also gave up on Alliance Global Equities and PGSF and bought into RHB-GS US fund

This post has been edited by Pink Spider: Nov 7 2013, 10:11 PM

Oh, thought u talking about the strong performance from Asia region moved to US and Europe. I agree- US has been showing really strong performance.

I don't think you will be topping up HSAQ anymore right? Have you found a substitute to HSAO, or you will be topping up HSAO and HSAQ still.

Of course US is strong.

DJIA hits record high yesterday!

CIMB APDIF will be my equivalent fund to HSAO.

This post has been edited by David83: Nov 7 2013, 10:18 PM

And taking into account of the news released earlier, DJ will hit new high again? Haha!

With all this scenario playing, I don't think I'm able to proceed with my plan to increase US/EU exposure

Actually I just dumped RM100 into Ponzi Quantum today

HSAO is now 8% of my equity funds, I've already stopped topping up on it, while topping up on other funds from now and then. When it dropped to my targeted 6% of my equity funds, I'd reevaluate its position in my portfolio again.

I think if I were to dump HSAO, I'd look at AmAsia Pacific Equity Income.

This post has been edited by Pink Spider: Nov 7 2013, 10:27 PM

I agreed with you on the later statement.

That would make your Asia portfolio more volatile right. Higher exposure in small-to-mid capital.