I didn't say that I'm making a brilliant decision but KGF and Kenanga OnePRS Growth Fund are redundant in the portfolio as the later is feeding into the earlier.

No harsh feeling but I'm a little skeptical over Bolehland.

How about 1MDB with RM 42 billion of mounting debts?

CIMB GTF is currently heavy in US as of February 2015 fund datasheet.

IMF cuts US growth:



URL: http://www.bloomberg.com/news/articles/201...-slows-imf-says

I have read it.

Conclusion: Cheryl is a biatch!

Go consult your crystal ball!

This post has been edited by David83: Apr 15 2015, 07:20 AM

Don't rage up, Pink Spider.

Wrong!

China has not much growth now as they're re-balancing their economy and restructure internally. What you want to say is potential upside from re-valuation of H-share and further stimulus hope.

US market is downgraded to neutral and Europe is slightly above neutral with the hope of ECB current QE.

He's busy with GST and Vietnam

I didn't mean that.

What is the current GDP for China now? Why are you saying that China is growing? Current GDP estimate by China government itself is in the range of 7% to 7.5%.

What China government is doing to avoid deflation and tried to jump start some growth while transform into domestic consumption based economy.

Today's China is not the same as China in the past decades.

What are you betting now?

1. Appreciation of H-share to track closely to A-share
2. A-share has hit all time high and potentially will be corrected; thus closing the gap with H-share
3. Influx of mainland fund into HSI
4. Influx of foreign funds into HSI and also China

If I were you, I'll pick (2) to disperse my risk.

Perhaps you may think that I'm a little conservative.

Risk-return appetite varies on your age and financial comfort-ability.

5% difference in RHB-OSK Big Cap China Enterprise make no difference.

Kenanga Growth - 15% and Eastsprings Small Cap - 15% (no change) will give 30% exposure in Bolehland and should be at comfortable level.

He's trying to increase your global exposure.

CIMB Principal Global Titan Fund 20% ---> US, Europe and Japan
Aberdeen Islamic World Equity - 20% ---> Europe-heavy at the mean time

That's why I want to propose who intend to ride on these dishes need to monitor them in more frequent basis.

Based on how you posted, you're not a newbie or novice!

China's Economy Slows to 7% Growth, Meeting Government Target

China’s economy slowed to the weakest pace of expansion since 2009 last quarter as policymakers implement a reform program while cushioning growth with targeted stimulus.

Gross domestic product rose 7 percent in the three months through March from a year earlier, the statistics bureau said in Beijing Wednesday, matching the median estimate of economists in a Bloomberg survey of analysts. That rate matches the leadership’s target for its full year expansion pace.

URL: http://www.bloomberg.com/news/articles/201...rnment-s-target

Put your question into Algozen and ask xuzen to come out with a full report.

This is a million dollar question that everybody in this thread has been asking for the past few days.

CIMB Global Titans got exposure in Japan.

Europe hype can't live you to its expectation. The flame is short lived.

Aberdeen Islamic World Equity Fund - Class A and CIMB Global Titans Fund have sufficient exposure in Europe.