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 Fundsupermart.com v9, QE feeds the bull. Ride along...

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SUSDavid83
post Apr 9 2015, 10:28 AM

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HSI cheong ... up 4%

27,305.97 +1,069.11

URL: http://finance.yahoo.com/news/video-dollar...-010847696.html
SUSDavid83
post Apr 9 2015, 01:16 PM

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Anybody want to put a bet on this:

QUOTE
“That gap just got so big between the two. I firmly believe that over the course of the next 12-24 months Chinese stocks will be significantly higher than where they are now, certainly enough to compensate that kind of volatility.”


URL: http://finance.yahoo.com/news/video-dollar...-010847696.html
SUSDavid83
post Apr 9 2015, 09:04 PM

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ASx is employing economic of scales. As long as not very high withdrawal, it can sustain.
SUSDavid83
post Apr 9 2015, 10:51 PM

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A little regretted for not buying CIMB-PRINCIPAL GREATER CHINA EQUITY FUND last month? sad.gif
SUSDavid83
post Apr 9 2015, 11:04 PM

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QUOTE(yck1987 @ Apr 9 2015, 10:54 PM)
hmm.gif  Should I just Jump ALL in now or forever regrets like the rest?    rclxub.gif  tongue.gif  biggrin.gif 
anyone got uncle ah long h/p number?  tongue.gif
can consider this...suggest by unker Looi
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yklooiUncle Looi, what's the strategy next?

You jump, I jump!

This post has been edited by David83: Apr 9 2015, 11:04 PM
SUSDavid83
post Apr 9 2015, 11:05 PM

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QUOTE(JAIDK23 @ Apr 9 2015, 11:03 PM)
fantastic drama @TV3  thumbup.gif

bolehland safe i guess  hmm.gif
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That is just a monkey show. Waste your time to even watch it. Better sleep early for the day!
SUSDavid83
post Apr 9 2015, 11:10 PM

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QUOTE(JAIDK23 @ Apr 9 2015, 11:09 PM)
no choice. was at hayaki. they show that channel  doh.gif

if this saturday got promo, u jump in greater china? brows.gif
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I'm afraid that that market will get overheated sooner! laugh.gif

This post has been edited by David83: Apr 9 2015, 11:11 PM
SUSDavid83
post Apr 9 2015, 11:20 PM

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QUOTE(JAIDK23 @ Apr 9 2015, 11:17 PM)
i wanna go lump sum .. but few weeks back then, i was thinking of Eastspring Investments Asia Pacific Ex-Japan Target Return Fund. but lately..china seems.. id say quite promising  rolleyes.gif  whats your thought?
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The question is that how long does the current hot stream can last.

Next is that, China market has been up more than 50% for nearly a year. Can it be still sustainable?

This post has been edited by David83: Apr 9 2015, 11:22 PM
SUSDavid83
post Apr 9 2015, 11:27 PM

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QUOTE(cappuccino vs latte @ Apr 9 2015, 11:24 PM)
EIAP Ex-Jp TRF also got investments in Greater China.

Compared to a pure China fund, it have a better risk leverage.
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Of course, on top of that, EIAPTRF should be an actively managed fund in order to achieve 8/10% p.a

Any actively managed fund for China or Greater China?

CIMB-PRINCIPAL GREATER CHINA EQUITY FUND is a feeder fund.
SUSDavid83
post Apr 10 2015, 06:27 AM

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QUOTE(JAIDK23 @ Apr 10 2015, 12:34 AM)
EIAPTRF still hv exposure in bolehland?
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Not sure since the fund data sheet is not available yet.
SUSDavid83
post Apr 10 2015, 01:32 PM

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Chinese H Shares: A Feast Of Revaluation

The rally in the Chinese and Hong Kong markets was mainly due to the various measures implemented in mainland China, which helped alleviate investors’ concern over local debts, the falling property prices and bad debts in China’s banks, leading to revaluation in both equity markets

1. DEFUSING THE “BOMB” FOR LOCAL DEBTS
2. DEFUSING THE “BOMB” FOR THE PROPERTY MARKET
3. DEFUSING THE “BOMB” FOR BANKS
4. MAINLAND FUNDS MOVE SOUTHWARDS
5. H SHARES SEE MORE UPWARD POTENTIAL AS REVALUATION CONTINUES

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=5725

Got more confident with China market? Convinced?
SUSDavid83
post Apr 10 2015, 01:47 PM

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QUOTE(cappuccino vs latte @ Apr 10 2015, 01:44 PM)
True. Most of the China UT is at all time high now. I'm a bit hesitates to go in..
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FSM emphasizes that PE is still attractive.


SUSDavid83
post Apr 10 2015, 02:39 PM

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QUOTE(T231H @ Apr 10 2015, 02:36 PM)
doh.gif  Hei...What about me and my country?
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Yesterday night got talk about Tun M and Najib what ...
SUSDavid83
post Apr 10 2015, 07:34 PM

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QUOTE(T231H @ Apr 10 2015, 07:31 PM)
Do Japanese Equities Still See An Upside Potential?... April 10, 2015
In this "Idea of the Week" article, FSM discuss whether Japanese equities can ride on its recent surge and maintain the upward momentum.
http://www.fundsupermart.com.my/main/resea...?articleNo=5728
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BOJ maybe cautious on further easing

URL: http://finance.yahoo.com/news/exclusive-bo...-074847247.html
SUSDavid83
post Apr 10 2015, 08:56 PM

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Russian outlook improves:

"The oil price has stopped falling and is behaving better now, the geopolitical noise has subsided, financial stress in the local market has been reduced dramatically and at the margin, macro conditions are showing some modest signs of improvement,” Benoit Anne, the head of emerging-market strategy at Societe Generale SA in London, said by e-mail. “You put all these in a blender and you end up with a good ruble cocktail.”

URL: http://www.bloomberg.com/news/articles/201...convert-dollars
SUSDavid83
post Apr 11 2015, 08:09 AM

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Who's attending the seminar at Menara Standard Chartered today?
SUSDavid83
post Apr 11 2015, 09:34 AM

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QUOTE(Kaka23 @ Apr 11 2015, 09:06 AM)
Not me..  U in kl meh?!  You sgould aso whp is attending Penang ma
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Not in KL.

Not going to attend the Penang session as well.
SUSDavid83
post Apr 11 2015, 03:55 PM

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QUOTE(dirtinacan @ Apr 11 2015, 10:42 AM)
Got code liao.kenanga n cimb
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What is the promotional SC? 1%?

Only for Kenanga and CIMB funds?
SUSDavid83
post Apr 12 2015, 05:11 PM

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Kenanga Asian Total Return Fund supposed to have exposure in Japan but I didn't see any holding so far. LOL

Based on its February 2015 fact sheet, it holds 20% cash! Since December 2014, it has nearly 20% cash. Why it needs so many cash for?

This post has been edited by David83: Apr 12 2015, 05:12 PM
SUSDavid83
post Apr 12 2015, 07:04 PM

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The fund manager for KAPTRF is Yap Eng Li


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