The only obvious undervalued region to me would be China and it makes me nervous. Which specific funds on offer are you positive about?

Hong Kong too...if u look at current and future P/E vs historical "fair" P/E

Korea still has some value

Singapore close to fully valued

Malaysia...fully/over valued. But as usual, u won't go too far wrong holding high quality, dividend-yielding local stocks. Over time, the dividends would offset any short-term capital loss u might suffer

This post has been edited by Pink Spider: Jul 4 2014, 11:31 AM

if you trust FSM....then read this
http://www.fundsupermart.com.my/main/resea...tarRatings.svdo?

But china/HK owes 5stars, undervalued, growth potential bla bla.. but it doesnt really grow as much lol..

Investing in markets is sometimes like trying to catch a ball. You don't position yourself at where the ball has been in order to catch it. In order to catch a ball, you position yourself at where you think it is going to land. So, when looking at markets, don't get engrossed tracking where it has been and how it has been performing. Of far more vital importance is where you think markets will be! Accordingly, using historical performance to judge where you think future market performance will be does not usually turn out well. Just because the US market had a great year last year doesn't mean it will have yet another great year this year. And conversely, just because Asian markets had a relatively quiet year last year doesn't mean this year will be a quiet one as well.

Looking forward, I see much to be positive about Asian markets but the markets here have not raised much to reflect that. So, there is the opportunity to enter Asian markets now. This is exactly like catching a ball. You look to where you think it will land, not where it has been. I believe Asian markets will surprise many on the upside going forward. The key thing is to be patient. Asia's time will come.

Asia's Time will Come
https://secure.fundsupermart.com/main/resea...SJBlog_20140602
This is personal blog penned by Sui Jau to express his personal investment views and his unit trusts portfolio.
Sui Jau is the General Manager of Fundsupermart

but there is something i do believe, if DJ crash today, i believe whole world will crash together, isnt it is always the case?

My guess:

DJ/SP500 continues uptrend > investors will shun it, cos limited upside, move to Asia e.g. HK
DJ/SP500 drops > whole world crash together

So, what is your bet?

For those of you who are wondering when or if markets will crash in the future, fear not – they will crash again sometime. But as to when it’ll happen, your guess is as good as mine and no one really knows for sure.

But, like I just mentioned, what we do know, is that stock markets around the world will crash again in the future. Stock market volatility is just part and parcel of the game and it really is as natural as how night follows day.

My American colleague Morgan Housel once did a study on the frequency of crashes for the S&P 500 (a widely-followed American stock market index) going back to 1928, and found that a 10% drop from a recent high occurs as frequently as once every 11 months.

Now, it’s not hard to imagine someone questioning why he should even be investing in stocks if prices can crash so frequently. But just consider this: despite all the calamities (both natural and man-made) that America has endured, the S&P 500 has gone up more than 10,000% since 1928.
http://www.fool.sg/2014/01/07/what-to-do-w...market-crashes/
(click refresh when prompted to log in)



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It does if you follow the index. Ishares MSCI China tracker was up almost 1% yesterday.

http://etfdb.com/index/msci-china-index/#overview

Growth has been crazy since about April

hmm, cant bet lol.. but i dont see anything trigger a crash currently, except tension in middle east lolz.

thanks for the sharing yklooi. But if it keeps going up, it is hard for me to do monthly DCA/VCA haha.. i just dont know where to park the money now ><

Nice link. Didn't know about this before. Also interesting that he shares his personal portfolio, although most of his his fund choices don't seem to be available on FSM Malaysia.

Finally, his total portfolio value is only around SGD500k, which seems low to me given the seniority of his position at FSM Singapore.

Where does he share his portfolio?

https://secure.fundsupermart.com/main/commu...svdo?pid=P11762

Market crash is like death... we all know it is a sure thing, only unsure is the timing of it. So instead of worrying it, prepare for it.

Use asset allocation, utilise the lessons learned in Modern Portfolio Theory.

Xuzen

Thanks another one with no date, how to compare


This post has been edited by wodenus: Jul 4 2014, 11:58 AM

Wah, so openly share his wealth info.. nanti house kena burglarised, car-jacked or kidnapped for ransom baru tau!

Xuzen

+100

Depends on your age and risk profile also.

I'm currently at 30% cash + 70% stocks/equity funds
I think at the very most I'd only go 50/50

U can reduce stock/equity funds purchase (and thus increasing cash level), but I think u should NEVER totally stop buying.

I once managed to talked to some staffs in the investment house....they said that they need to inform authority at least 2 weeks before any buy or sell of stocks....some form of regulatory requirement to "prevent" insider trading.....so maybe 1/2 million is max? he could have outer investment vehicles like stocks, properties, etc?

This post has been edited by yklooi: Jul 4 2014, 12:05 PM

every month/quarter there is a chance I think....companies need to announce performance results....with such high P/E.....comes with high expectations....when some BIG names cannot meet the expectations....their stock price drops.....then index dropped....investors see index dropped.....then....

Buy CIMB Group Berhad! Nazir resigning...drop