FSM CIS Alfred recommended me to go for India instead of China.

Even though India equity has gone up significantly but he said there's still room for upside because of the new policy from the newly elected PM that is investment and economy friendly.

Between, India and China, he prefers India as China is going for structural reform and will tolerate for slower growth (in the range of 7%). He also pointed out that don't ever hope for double digit gain from China market as those double digit GDP years are over!

Nope..

4.4% as of September 30th, 2014

Crude below USD 80 again.

US market opens in RED as losses from energy counters.

This post has been edited by David83: Oct 27 2014, 09:51 PM

good time to buy in crude oil then??

huh? i'm looking at EWZ (Brazil ETF capped) whole trading night (er.. morning in US) from 9:30 wor..
mana drop 5%?

Update:
1. BKF (BRIC ETF) is has fallen 14%+ VS it's 6 mths & 3 mths highest point
Value hunters may want to sniff around BRIC funds BUT caveat emptor yar
The last time it went like this was in Feb/Mar BUT it was better value then at 33-34 Vs current 36+

2. Brazil just re-elected their lady president on Sun (if U have any perceived impact)
"Re-elected Brazilian President Dilma Rousseff waves following her win, in Brasilia on Oct 26, 2014. AFP" on the Sun daily

This post has been edited by wongmunkeong: Oct 28 2014, 07:47 AM

US market closed nearly muted.

Sifu wongmunkeong

I missed the boat to switch out/reduce my exposure to GEMs

Should I bite the bullet and switch out anyway...
Or stay put and buy in Developed Markets to reduce effective GEM % exposure? (slower method, reduce a bit only)

GEMs charts look bottoming

This post has been edited by Pink Spider: Oct 28 2014, 09:36 AM

For DM, Europe or Eurozone is crippled unless ECB is launching massive QE.

You have to rely on US and Japan two horses only.

On another thought...

Yeah, ppl like xuzen, prefers US over Europe.

US growth is higher than Europe
But European companies also do business with Asia and Emerging Markets, where demand is still solid

But hor...don't u think the positives (should) have been priced in?

Europe is hammered down...yes. Opportunity...no?

Let's top up CIMB GTF then.

Of my 2 global funds

CIMB Titans outperformed Aberdeen Islamic World

CIMB weighting on US and Europe is more or less equal (30%+:30%+)
Aberdeen is more overweight on Europe (as per Aug-14 fact sheet) with 40%++ vs US 20%+

I already topped up Titans 2 times this 2 months

It's time for Aberdeen

This post has been edited by Pink Spider: Oct 28 2014, 09:33 AM

To date, my GTF is still under water.

AIWEF min top up is MYR 500.

Yalor...that's why hard to top up

Unless u do RSP...RM100 every 15th

This post has been edited by Pink Spider: Oct 28 2014, 09:37 AM

Where's you RHB-OSK GEYF? Sold off everything?

Masuk IWK sewage pond already

My holdings now:

Eastspring GEM
Hwang Quantum Ponzi
Hwang Select Opportunity
CIMB Asia Pac Dynamite Income
CIMB Global Titanic
Aberdeen Islamic State World

This post has been edited by Pink Spider: Oct 28 2014, 09:41 AM

yesterday night I glance through Bloomberg app, it showing iBovespa dropped 5% wo. This morning checked, dropped -2.77%

Bottoming support...that's why I interpret lar

That's why I reluctant to switch out now...already missed the high point...might as well ride it out

"see food" neh.
aiya - buy value / time in lar, easier coz can see fallen enough or not
ie - what is, is

time out susah lar - see fall, but fall how much how fast & rebound or not.. chiu...
ie - what may be, has too many probabilities

Thus, now? if i were U (and i AM holding BRICs) - hold and/or add
I'm a bit more kiasu - i want more lelong before lumping in , esle every 4 mths lor

Ok ok...HOLD