But...Asia ex Japan funds ALSO got Bolehland stocks wor

Only like 1/3 exposure overall nia....

Xuzen

Okay...may be buying CIMB Dynamite today

Go for it!

Xuzen

Has 2 options though:

Buy Dynamite by selling Emerging Markets (i.e. switching)
Keep Emerging Markets, buy Dynamite by cash

What d'ya think?

I think GEM fund has already braced itself for the recent fall in Russian equities, its already too late/already priced in.

This post has been edited by Pink Spider: Aug 8 2014, 11:33 AM

Sell Emerging Mkt, my algo doesn't even track EM. This means it has screened and discard EM as part of my portfolio.

Xuzen

Ok thanks for the input

Wait last month you got the signal and today it drops? want to believe I can forecast the weather? today I tell you that it is going to rain. If sometime next month it rains, I can call it accurate? lol

Difference between that and HSAQ? HK is there. Australia no. What else?

HSAQ - small-mid caps
CIMB Dynamite - dividend-focused

LOL You have got a point there Mr Weather Forecast.

Xuzen

So bought in?

Still undecided on whether to buy in cash or switch from GEM

And China released good trade data...u see Shanghai and Hang Seng recovering...green now.

This post has been edited by Pink Spider: Aug 8 2014, 01:53 PM

ONLY HanSeng & ShangEX is green - all the rest bloody red

So, Seafood...switch or cash buy?

Personally?
Trading: I'm selling... options on the fear extreme
That's the thing - fear is extreme BUT not much blood. Like those "suspense horror" show instead of "Friday the 13" splatter fest

Investments: Sitting non-pretty for real blood bath. Currently like pin-pricked blood letting only lar. I want to see:
at least 15%-20% before i go "fish shooting - DefCon level 1"
at least 30%-40% before i go "fish bombing - DefCon level 2"
at least 50% before i go "thermonuclear - DefCon level 3"


This post has been edited by wongmunkeong: Aug 8 2014, 02:15 PM

Ok...

*Switch off Bloomberg for today*

IMHO
Best time to be a contrarian isn't when there's fire burning and ppl are still running out of the building.
It's after the building collapsed and most ppl are out.

Sounds familiar with value-investing too right?
AFTER the fire & death (ie. no predictions, can see it already happened)

Thus before that - do & execute "normal" plans. No DefCon biz

market corection today only 1.44% drop...Seafood Wong..must be keeping cash.

Not really DefCon lar...I wanted to add in a fund which I previously did not own.

CIMB-Principal Asia Pac Dynamite Income

This post has been edited by Pink Spider: Aug 8 2014, 02:23 PM