What new funds? What divide?

Why recently David83's words so cryptic

Brazil dropping more than 5% now.

I got 

Little bit only

My Eastspring GEM...

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?

GEMs charts look bottoming

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?

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

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

Unless u do RSP...RM100 every 15th

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

CIMB Titans huat liao

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

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

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

What is the buy price for gold? Itchy hand to topup a bit.