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

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T231H
post Apr 7 2015, 04:31 PM

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QUOTE(yklooi @ Apr 7 2015, 04:11 PM)
hmm.gif last checked I am currently about 60% in Asia X Jpn....with about 1.8% in India
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cry.gif cry.gif die-liao lah...
HSAQ 1 day Down 3.5%
Down Down Asia X Jpn?? tongue.gif


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SUSDavid83
post Apr 7 2015, 04:33 PM

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QUOTE(T231H @ Apr 7 2015, 04:31 PM)
cry.gif  cry.gif  die-liao lah...
HSAQ 1 day Down 3.5%
Down Down Asia X Jpn??  tongue.gif
*
This is so strange. Why it down so much?

Distribution effect?
T231H
post Apr 7 2015, 04:35 PM

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QUOTE(David83 @ Apr 7 2015, 04:33 PM)
This is so strange. Why it down so much?

Distribution effect?
*
did not see the announcement on FSM or Hw site...
calculation and posting error or "it is true"?? sweat.gif
yck1987
post Apr 7 2015, 04:44 PM

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QUOTE(yklooi @ Apr 7 2015, 03:47 PM)
hmm.gif Looks like China is the "in" thing lately...
what about the previous concerns like shadow banking, housing bubble, low GDP, etc...
Are those concerns still there or solved?
*
By that time regular here not too optimistic about china market, only FSM talk strongly recommend it.
Now only enter will it be a little late? hmm.gif IDK
SUSDavid83
post Apr 7 2015, 04:46 PM

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QUOTE(yck1987 @ Apr 7 2015, 04:44 PM)
By that time regular here not too optimistic about china market, only FSM talk strongly recommend it.
Now only enter will it be a little late?  hmm.gif  IDK
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I don't want to get trapped for 2nd time like China market hit super high in 2008-2010 time! whistling.gif

This post has been edited by David83: Apr 7 2015, 04:47 PM
yck1987
post Apr 7 2015, 04:56 PM

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QUOTE(David83 @ Apr 7 2015, 04:46 PM)
I don't want to get trapped for 2nd time like China market hit super high in 2008-2010 time! whistling.gif
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nod.gif beware of it. dun blindly jump in the trend

This post has been edited by yck1987: Apr 7 2015, 04:57 PM
Vanguard 2015
post Apr 7 2015, 05:01 PM

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So what is the conclusion ladies and gentlemen? Should we increase our portfolio for China?

I thought of pouring more money into the CIMB-Principal Greater China Equity Fund. I already have the RHB-OSK China-India Dynamic Growth which is about 7% of my total portfolio.

Decision, decision.... rclxub.gif
SUSyklooi
post Apr 7 2015, 05:23 PM

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QUOTE(Vanguard 2015 @ Apr 7 2015, 05:01 PM)
So what is the conclusion ladies and gentlemen? Should we increase our portfolio for China?

I thought of pouring more money into the CIMB-Principal Greater China Equity Fund. I already have the RHB-OSK China-India Dynamic Growth which is about 7% of my total portfolio.

Decision, decision.... rclxub.gif
*
consulted them, and the advise is that Basket can hold China Vegestable, India Got coconuts, the umbrella can shield bad omens......
so China and India can still go for now. tongue.gif blush.gif

This post has been edited by yklooi: Apr 7 2015, 05:27 PM


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SUSyklooi
post Apr 7 2015, 05:26 PM

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QUOTE(David83 @ Apr 7 2015, 04:33 PM)
This is so strange. Why it down so much?

Distribution effect?
*
just confirmed with Hwang..no distribution announced..Dropped due to Market effect / FM re positioning of funds
cry.gif
yck1987
post Apr 7 2015, 05:32 PM

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QUOTE(yklooi @ Apr 7 2015, 05:23 PM)
consulted them, and the advise is that Basket can hold China Vegestable, India Got coconuts, the umbrella can shield bad omens......
so China and India can still go for now.  tongue.gif  blush.gif
*
Actually I already consulted advice from CIS.
Here's their reply.

"For Chinese markets, we expect that the Chinese A-share market can continue its momentum to rally more as China may adopt a more aggressive monetary policy to support and promote credit lending activities in order to maintain a desired economic growth momentum in 2015 and lead to better market sentiment in 1H2015.

For India, we are less bullish on them, as their current market performance has been very politically driven. Since Modi’s rise to power, his government has promised reforms that should help the country face some of its economic challenges. Much of the current positive investor sentiment, rides on the expectation that Modi can drive forward these reforms. These reforms should help India’s economy in the long run, however in the event that Modi’s government faces problems in implementing their desired reforms, equity market may turn volatile to reflect the dampening of investor sentiment."


Just take it for your reference and judge it. notworthy.gif

This post has been edited by yck1987: Apr 7 2015, 05:33 PM
Vanguard 2015
post Apr 7 2015, 05:35 PM

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QUOTE(yklooi @ Apr 7 2015, 05:23 PM)
consulted them, and the advise is that Basket can hold China Vegestable, India Got coconuts, the umbrella can shield bad omens......
so China and India can still go for now.  tongue.gif  blush.gif
*
Walao, this is better than Warren Buffett and Peter Lynch combined. biggrin.gif
Vanguard 2015
post Apr 7 2015, 05:38 PM

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QUOTE(yck1987 @ Apr 7 2015, 05:32 PM)
Actually I already consulted advice from CIS.
Here's their reply.

"For Chinese markets, we expect that the Chinese A-share market can continue its momentum to rally more as China may adopt a more aggressive monetary policy to support and promote credit lending activities in order to maintain a desired economic growth momentum in 2015 and lead to better market sentiment in 1H2015.

For India, we are less bullish on them, as their current market performance has been very politically driven. Since Modi’s rise to power, his government has promised reforms that should help the country face some of its economic challenges. Much of the current positive investor sentiment, rides on the expectation that Modi can drive forward these reforms. These reforms should help India’s economy in the long run, however in the event that Modi’s government faces problems in implementing their desired reforms, equity market may turn volatile to reflect the dampening of investor sentiment."
Just take it for your reference and judge it.  notworthy.gif
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Thanks a lot. I think I may increase my CIMB China fund to a total of 5%. smile.gif
yck1987
post Apr 7 2015, 05:40 PM

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QUOTE(Vanguard 2015 @ Apr 7 2015, 05:38 PM)
Thanks a lot. I think I may increase my CIMB China fund to a total of 5%.  smile.gif
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now Im planning to convert my saving into USD icon_idea.gif
T231H
post Apr 7 2015, 06:02 PM

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QUOTE(yck1987 @ Apr 7 2015, 05:40 PM)
now Im planning to convert my saving into USD  icon_idea.gif
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hmm.gif will it be TOO late now??
SUSyklooi
post Apr 7 2015, 06:08 PM

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my portfolio allocation and results
sweat.gif Betting big on Asia...if Asean crisis come again..... cry.gif


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pisces88
post Apr 7 2015, 06:40 PM

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QUOTE(Vanguard 2015 @ Apr 7 2015, 05:01 PM)
So what is the conclusion ladies and gentlemen? Should we increase our portfolio for China?

I thought of pouring more money into the CIMB-Principal Greater China Equity Fund. I already have the RHB-OSK China-India Dynamic Growth which is about 7% of my total portfolio.

Decision, decision.... rclxub.gif
*
I have China+india fund (+12%), as well as Greater China fund (+2.42%) too biggrin.gif

QUOTE(yck1987 @ Apr 7 2015, 05:40 PM)
now Im planning to convert my saving into USD  icon_idea.gif
*
now baru convert, worth it? rclxub.gif

QUOTE(yklooi @ Apr 7 2015, 06:08 PM)
my portfolio allocation and results
sweat.gif Betting big on Asia...if Asean crisis come again..... cry.gif
*
i also bet big on Asia icon_rolleyes.gif
SUSDavid83
post Apr 7 2015, 06:47 PM

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Since everybody is betting big on Asia, I think I want to switch from KGF to KENANGA ASIA PACIFIC TOTAL RETURN FUND. LOL
JAIDK23
post Apr 7 2015, 06:49 PM

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QUOTE(yklooi @ Apr 7 2015, 06:08 PM)
my portfolio allocation and results
sweat.gif Betting big on Asia...if Asean crisis come again..... cry.gif
*
bolehland no more? brows.gif
aoisky
post Apr 7 2015, 08:01 PM

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QUOTE(T231H @ Apr 7 2015, 04:31 PM)
cry.gif  cry.gif  die-liao lah...
HSAQ 1 day Down 3.5%
Down Down Asia X Jpn??  tongue.gif
*
QUOTE(David83 @ Apr 7 2015, 04:33 PM)
This is so strange. Why it down so much?

Distribution effect?
*
I wonder what caused it down 4 cents in a single day
T231H
post Apr 7 2015, 08:07 PM

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QUOTE(aoisky @ Apr 7 2015, 08:01 PM)
I wonder what caused it down 4 cents in a single day
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as per post# 1332 ?

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