QUOTE(David83 @ Jan 1 2015, 08:36 PM)
Of course market is expecting greater stimulus from the Chinese government but Chinese government may not listen to this tune as their master plan is to perform economic re-balance by tolerating slower growth.
They may concentrate on light stimulus or targeted stimulus.
*wear FSM hat*China market still offers good growth potential! Buy!
Just updated my portfolio with November fact sheets from CIMB-Principal and Eastspring Investments (Affin Hwang and Aberdeen Islamic yet to publish their November fact sheets

)...
CIMB Global Titans deployed most of their cash during November, now my US+Europe+Japan equity exposure have increased to 30% (finally!).
My current equity funds allocation:
31% Eastspring Investments Global Emerging Markets
17% Hwang Select Asia Quantum
8% Hwang Select Opportunity
11% CIMB Asia Pacific Dynamic Income
17% Aberdeen Islamic World Equity
16% CIMB Global Titans
As at 30th December valuation, my UT portfolio gained 4.6% (only

) during 2014.
» Click to show Spoiler - click again to hide... «
Whereas my KLSE stocks gained 14.1%...my total investments gained 9.2%
An interesting point to note - fund size of CIMB Asia Pac Dynamite Income have gone up to...RM1
BILLION
This post has been edited by Pink Spider: Jan 1 2015, 09:15 PM