For Asia ex Japan, except for China, other regions still look attractive.

If China goes up...Asean and GEM will also follows soon

Huh???

Low PE, high dividend yield, near-zero transparency

ASEAN growth markets like Indomee and Tom Yam are the ones who look overpriced to me

Btw, what happened to Bolehland fans? Long time no hear ppl top up Bolehland funds
Feel wanna top up Ponzi Quantum

This post has been edited by Pink Spider: Nov 24 2014, 10:49 AM

Indonesia and India will be the next boom cycle for Asia ex Japan due to change in leadership.

Bolehland always trades side track one.

So, keep my GEM fund exposure, don't sell?

Manulife India Equity Fund

Your GEM fund will be dragged by Putin-land and/or Dragon-land

This post has been edited by David83: Nov 24 2014, 10:53 AM

I love my Mother Russia

Putin

Russia and China? Mind to elaborate more?

Russia dragged by low oil price

But, how long can this low price last?

In a war of attrition, Russia will (always) prevail. US and Europe will go bankrupt before Russia does

This post has been edited by Pink Spider: Nov 24 2014, 10:56 AM

Russia: Commodity especiall oil and gas exporter. What is happened to world commodity price now?

China: They're rebalancing the economy and tolerating with slower growth. Don't expect super double digit annual return!

6-7% is double of Bolehland's and close to 3 times of US's

i also favour to Russia , super low PE ratio now. But take note to the risky side.

https://secure.fundsupermart.com/main/artic...15-Outlook-9894

Shanghai index up 2%

Ok, reduced my holdings of Eastspring Investment GEM by 8%, sold all my profits made and kept the cost.

Keeping at Cash Management Fund. 3.45% p.a.

How about CIMB GTF?

ROI 5.66%
IRR double digit yo

By reducing GEM, indirectly I'm boosting my Developed Markets % exposure in my portfolio. Park in cash at CMF for now

OT: Feel wanna buy more IGBREIT...net yield 5.3% now. Purposely drive past MidValley last Saturday noon. Parking...red

This post has been edited by Pink Spider: Nov 24 2014, 02:05 PM

IRR sure double digit since you have it less than 1 year.

Keep or relinquish it?

Keep. Top up when US+Europe got weakness

same here, I just sold 1/5 of my total holding of EI GEM.

Park at CMF, or switch to where?

maybank2u savers acc, bayar hutang monthly