I was at the FSM seminar this morning. I think it is quite helpful for average investors like me. I will maintain Ponzi 2 as part of my core portfolio because the CIMB speaker said:-

1.  It has zero exposure to the Malaysian market;
2.  It only invest in China H shares and not the China A shares for the China market. The China A shares are running high.
3.  80% to 90% of Ponzi 2 are in large cap stocks
4.  The fund size of RM2.2 billion is still considered small by US standard. Therefore there is no liquidity issue.
5.  Ponzi 2 offers not only country diversification but currency diversification as well.

- End of Report for Ponzi 2 -

Today top up CIMB Global Titans, Ponzi 1.0 and Ponzi 2.0

Maintain 33% Developed Markets exposure

Foresee further Ringgit weakness...invest in foreign fubds better than keep cash too much

Tarak la...u know me, I never attend FSM seminars

Kalau dinner...lain cerita

haha.. they can provide few coupons to the same people?

Hope food was good!

food is so so, fried rice, fried beehoon, fried wantan , water melon and etc..

don't think they give few coupon to same person, i saw them holding the remaining coupon

China stocks surge after surprise drop in exports on expectations of more stimulus
PUBLISHED ON APR 13, 2015
- See more at: http://www.straitstimes.com/news/business/...h.k3CIiUeB.dpuf

at times weak numbers are NO good.....now weak numbers are GOOD   
 

Hong Kong stocks jump nearly 3% to hit fresh 7-yr highs on money inflow hopes
http://www.theedgemarkets.com/my/article/h...ey-inflow-hopes

Today KLCI top gainers are all Hang Seng-linked warrants

seems everyone very excited

later check check my portfolio tengok apa macam

cimb apdif 0.31520...woohoo

Tension tension... should I invest some $$ in China and HK, so I wont miss the boat!!

OTOH people were saying that about the S&P 2 years ago

got discount?

I think S&P had been up since 2008/9?

buy la buy la... alot of liquidity in the market. The money need to go somewhere...

money will flow to regions that have more potential upside and still "cheap".. 

some are still scare of the sudden uprisings and are taking profits or are afraid to buy in now....even though...like what [Kaka23] had said "money will flow to regions that have more potential upside and still "cheap"".
guess...no right or wrong...just a matter of risk preference...

btw, [David]...the TA European Eq got 1%Sc offer for this month?
got link for read up about the SC?

lol u also read Kopitiam section 

well according to the post, it's mosly "hot money" from those Mainland China pipu 

sorry to hear that. 
GOOD that you found "your calling", know who you are and are sticking to it. 

btw, 5 yrs ago and now (this time)......do you see any different?.....
FHs 5yrs ago (before the crash) are optimistic and now this time they are also optimistic.
Investors 5 yrs ago (before the crash) are in euphoria mood,.....now starting to feel that alittle.

what more?

European equity rally slows after poor Chinese data
http://www.theedgemarkets.com/my/article/e...ta?type=Markets

which one is sexy fund?