Losses for the month fully recouped

But 3-month return still red

Sometimes I wonder why I invest in Emerging Market, which currently holds about 10% in my portfolio.

Managed it to fully dispose it at a very small profit back then, but buy back and just leave it ever since. Currently at a 6% loss.

EM to me, is for long term capital gains - may be volatile like hell and it is this volatility which i want to buy into
Thus in the long term, the returns statistically should be higher than low-volatile markets.

Just a thought

Luckily I still get small profit...about 8% ROI, IRR about 4%+

Volatility is crazy

I think I'm not dumping, just won't top up anymore until my exposure to the GEM fund drops to below 10% of my UT portfolio
Currently it's 16% of my UT portfolio

This post has been edited by Pink Spider: Oct 31 2014, 10:08 AM

Thanks for the share

You invest for a very long time already; different. Roughly how long already btw?

Now share boring already, so come back focus and see what can I do with my UT portfolio

Since 2012

bro fsm only got 2 india exposure fund right?
Manulife & RHB-OSK

MANULIFE INVESTMENT - INDIA EQUITY FUND
URL: http://www.fundsupermart.com.my/main/fundi...lnumber=MYML003

RHB-OSK CHINA-INDIA DYNAMIC GROWTH FUND
URL: http://www.fundsupermart.com.my/main/fundi...number=MYOSKCID

thanks bro.
to me manulife looks more convincing...

NIKKEI 225 up more than 4%

Japan central bank shocks market with fresh easing
http://www.marketwatch.com/story/japan-cen...ist=lbeforebell
QE3 - Japan version started (or was it QE2 or 4?)

CIMB Titans huat liao

Today my KLCI stocks also huat...almost 1% up

This post has been edited by Pink Spider: Oct 31 2014, 05:00 PM

CIMB GTF has roughly 30% allocation in Japan. I doubt that it'll skyrocket that much.

also, with QE...the YEN would weaken.....will that affect the fund price too?

Funds flee Asia equities in reaction to end of US QE
Business Reporters... The Nation October 31, 2014 1:00 am
Asian equities have experienced heavy selling this month, as foreign institutional investors become wary of a probable US rate hike early next year after the US Federal Reserve ends quantitative easing, according to Hongkong and Shanghai Banking Corporation.
HSBC is overweight on Indonesia, China and India and underweight on Hong Kong, Thailand, Malaysia and the Philippines.
Rotation from Taiwan to Korea has continued, but funds remain underweight in both these export-heavy markets. Hong Kong is the least loved market in the region.
Global funds have maintained their positive stance on Asia, adding exposure in most Asian markets. Overall, there has been no significant change in ranking from the previous month - Thailand remains the most loved market, followed by China and Korea. Global funds have stayed away from developed Asian markets, maintaining their underweight exposure to Singapore and Hong Kong.
should one or or or

http://www.nationmultimedia.com/business/F...--30246629.html

Ending QE is expecting. Most of the analysts and fund houses have factored it.

US interest rate hike is the next concern.

This post has been edited by David83: Oct 31 2014, 07:15 PM

Weaker YEN will boost Japanese equities since it has a lot of export oriented companies.

CIMB GTF has a relatively fair allocation to the developed markets: US, Eurozone and Japan.

Therefore, as I said earlier, CIMB GTF won't be skyrocketing unless the other developed markets follow the ride with Japan of single day gain of +4.83%

still not yet recover the lost of this month's dip haha..
so optimistic already?