Everyone looking to top up ponzi, but I can't since my aim is to increase more global exposure.

2 different creatures.

But even though Sukuk market has grown considerably over the years, conventional bond still has a much larger market hence more issuers. Furthermore, if u look at AmDynamic's latest annual report (download here: http://www.fundsupermart.com.my/main/admin...tsMYAMDNMB.pdf), it has started to invest in foreign corporate bonds (22%).

I'd pick AmDynamite.

Really think ponzi will go back up ah...since 1 month ago in the red only haih...

My global fund also see red only... That one set as RSP.

Best returns is my Equity MY fund... Profit more then 20% oledi worrrr... Believe it, invested since early 2012... That time most people so negative about KLSE... I dare myself to buy.

Ya I can see my kenanga malaysia also doing well but ponzi ...I scared I top up heavily now..it will slid further? I doing rsp on all the funds but still wanna top up this more

You missed the boom period. Haha! For us the performance slipped but not red.

How long you have been invested? KLCI has been hovering around that 'high' for awhile. Got confident?

Even though the fund has dropped back a bit, but looking at indices of Indonesia and Thailand (the 2 main boom contributors), they have not really dropped much. I think there may have further downside risk.

maybe that is why Hwang is hoarding cash?

And looking at their charts for Sep-13 fact sheet, they've reduced exposure to those 2 "hot" markets, Select Asia Opportunity is now overweight Singapore and Hong Kong. As for Quantum Ponzi, it's now overweight Malaysia with SG and HK closely behind.

Oh; there's a new fact sheet. Cheers for the analysis.

Hand itchy? Last nite US red, right now Asia ding-dong

Confirm won't touch Asia region. Thinking to top up OSK GEYF. How about you? Any action from you today?

See how Hang Seng and STI fare by 2:30PM later

If drop close to 1%, top up A BIT

Not gonna top up OSK-UOB GEY for now, US+Europe+Japan makes up 26% of my equity funds exposure already, within my target of 25-33%.

Sifu also adviced that my portfolio require a larger global exposure

As at October month end, DJ increased by 3%, S&P increased 4% as compared to last year. Still net gain.

I also need to top-up global funds, EI GEM and OSK-UOB GEY.

See how Asia market is performing and assess accordingly

Portfolio update as of 31st October 2013:

Fund Name | ROI (%) | XIRR (%)

Public Far East Select Fund | 27.00 | 3.41
Public Asia Ittikal Fund | 13.13 | 2.02
Aberdeen Islamic World Equity Fund - Class A | 12.06 | 15.44
AmDynamic Bond | 5.42 | 3.32
AmAP REITs | 7.68 | 6.23
Hwang Select Asia (ex Japan) Quantum Fund | -3.32 | -11.88
CIMB-Principal Asia Pacific Dynamic Income Fund | 1.67 | 2.97
OSK-UOB EMB | -1.15 | -0.88

No change in portfolio. Focus is given to IPO application.

Window Of Opportunity For Fixed Income Investors _-- November 1, 2013
This week, we take a look at a few courses of action investors could take in light of the current window of opportunity.
http://www.fundsupermart.com.hk/hk/main/re...&articleNo=7336

Balanced funds holders also...
M'sia focused FI no need ?

This post has been edited by yklooi: Nov 1 2013, 07:59 PM