I ter-exited almost everything except left with jap fund and sif (hwang ponzi fund) coz I need money for pre gst sapu spree. Am a bit rusty... I think to buy any funds now when markets r rallying (looking at overall portfolio roi) is a bit expensive. Either hold or look for gems. There are past performers that performed very poorly during this market cycle. They have track record but their manager wrong footed. Those r the funds should be picked up.

Am re-building my cash hoard again. Am standing firm that FED will raise interest in July 2015 (though there are suggestion that FED will raise interest in Sept 2015), to me it’s a matter of exiting and it makes no difference to me.

Portfolio should be bias 60% on AsiaPac (Indonesia, Singapore, Australia/NZ, Japan, China/HK, Thailand)
Portfolio should overtime reduce on India related funds overtime as deadline comes closer to July or Sept. India is especially vulnerable to external shock.
Portfolio should maintain or reduce Malaysian exposure to around 20-30% of portfolio. (side note: My portfolio actually heavy on Malaysia Funds but mainly EPF)

Retain Small Cap, you may divorce Lee Sook Yee fund in favour of Ponzi 2.0.

Keep Sexy Fund as it is. As for Aberdeen, since it is only 10%, just maintain status quo.

Next crystal ball prediction will be in 15 days, 12 hrs, 47 mins, 20 secs.... and counting...

Xuzen]

how do you "feel" when yr small cap are in "RED"?
just imagine if this fund were to be in RED for the next 1 or 2 years....how do you feel.
if the feeling is "so-so"...then stay,....if the feeling is    ...then sell and shift to a lower risk fund or reduce the exposure....
Manulife India is a Single country focused fund at 15% of portfolio...risky-lor.....what if.....???? how?

means that the fund is going to do distribution

nono.. cannot look it this way. Look at where they invest and the underlying assets.

no la bro.. you got the concept of UT wrong. End of day, right to left pocket. You will see total RM value before and after is the same, only change is your units more and NAV become less.

RHB-OSK Big Cap China Enterprise Fund - more than 90% invested in china. no need hide hide.
at the end of the day, i still prefer maggie mee answer and we worship the "crystal" ball..

RHB china india dynamic growth looks tempting? this one got sexy or not

If you want H shares, then go for RHB-OSK Big Cap China Enterprise Fund since it has 93% exposure in Hong Kong.

(5) and (6) are not meant for short term game.

(4) will give you lower adjusted risk

CIMB Principle Asia Pac Dynamic Income - 15% (41.83% of this 15% is in HK/CHINA/TAIWAN=6.27%)
CIMB Principle Greater China Equity - 15% + 6.27% = 21.27% = Total Greater China region.....
just a note.

see the respective fund fact sheet to get the latest % of allocation for each country....then add them up.

you can choose 1 or more if you like...just take note of its total allocation in the portfolio...

it depends on how much % you want that region to be in yr portfolio.
ex, RM 10000 ( if equal to 10% of the portfolio) invested in
fund 1) wil have only abt RM 4200 in that region (or 4.2% in the portfolio)
fund 2) or 3) will have abt RM 10000 in it. (or 10% in the portfolio)

YEs,...get some Asia Pac Dynamic....

why didn't get some Cimb Global Titan too?..It cover Europe, US and Japan.

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.

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