see contacts in post# 2375??
or
got this (copied part of it from FSM S'pore....December 18, 2014)
"Participate in the China Bull Run now!
China equities have been starting to come alive in the recent markets and it might be a good opportunity to invest now!
hina has been part of a broad based rally that occurred across the global emerging markets since the second quarter of 2014. Followers of recent financial news would be aware of the more positive outlook in the China market, and the strong run up in China A and H shares over the past few months.

The A-shares are listed on the Shanghai exchange and are largely available only to domestic investors. In November, China launched the Hong Kong-Shanghai connect, allowing foreign investors to invest in A-Shares funds, fuelling a rally in mainland stocks. Even so, these stocks are still cheap in terms of valuation. And it remains attractive relative to its past and other market indices.

On the other hand, H-shares are listed on the Hong Kong Stock Exchange and are available to international investors. It is often that H shares trade at a premium to their A-share counterpart, but are now valued at a discount. The benchmark Hang Seng Mainland 100 index has went up in recent months but the rise pales in comparison to the rise in their A share counterpart. The Shanghai index which tracks the A-Shares market has jumped 22% in the past month from 18th November to 17th December, the most among major global benchmark gauges, compared with a 4.1% advance by the H-shares gauge. As China is arguably the world's largest economy as measured by purchasing power parity, the country is poised for further upside.

If China has been on your watch list and you are looking to add in or supplement your portfolio, there's no better time to invest in..."

http://www.bloomberg.com/video/china-s-eco...FL9a_dG_6g.html

http://www.bloombergview.com/articles/2014...-china-slowdown

me too was skeptical...until i just checked...my YTD Hw China ROI is 12.2%...highest in my YTD portfolio...(2 week more before "run" closing)

Ringgit strengthening...taking out some gains away

Through a REIT Fund I will be able to know its annualised volatility as it is stated clearly in the fund fact sheet. Individual REITs volatility aka Std-Dev not shown, and my algo formula need Stan-Dev as an input parameter.

Xuzen

Agree, Asia-Pac should be your anchor or form part of the core portfolio. SenSexy is satellite or non-core portion. Sen-sexy will sex'ed up your alpha during its bull run. Call it rotational play.

Xuzen

This post has been edited by xuzen: Dec 19 2014, 03:56 PM

Developed Markets? Dumped all?

Sen-sexy is too sexy for EPF, it is not available for EPF-MIS.

With EPF, you are stuck with Bolehland nia.... boring but safe, Bolehland jaga your beta!

Xuzen

This post has been edited by xuzen: Dec 19 2014, 04:02 PM

The only bright spot for developed market is US. Keep or add RHB-OSK-GS US Equity.

Xuzen

not happy?

others I think should be happy for it

Strong ringgit is bad for my unit trusts.

it's the risk u need to take..

sometime gain, sometime lose

Alladin World Equity Ok bo?
Thx sifu!

EIGEM fund getting hit bad recently.

well, not as BAD as RHBOSK EM OPP fund
same period -10% more than EIGEM....ha-ha....
what is worst is I had about 10% of it in my portfolio..


Attached thumbnail(s)

Ouch. Didn't really monitor my UT due to the recent depressing sentiment of local market. But was glad that Asia Pac performed like what you guys said. Did a small top up on that, but some of Asia Pac gain was subsequently erased off.

Global Titans seem to be holding up well.

Sifus... any suggestion for Global Equities? Coz my KAF Global Equities Fund no more available for top-up...

Having dilemma between RHB-OSK Global Equity Yield Fund & TA Global Technology Fund... Ever invest in TA GTF before... how's the performance for RHB-OSK fund? Heard it's moving nowhere since taken over by RHB...

Or maybe I should opt for Developed Markets? Global Titan Funds...

My Alladin world E F is doing good too..

CIMB Global Titanss I'm getting 20%+ IRR now