Pending the sifu's reply....

My view is definitely switch from Aberdeen Malaysia to Aberdeen World.

do you have other MY focus fund(s)?
how many % of yr portfolio allocation are in Bolehland?

This post has been edited by T231H: Apr 26 2015, 03:39 PM

i totally support, why not buy Malaysian own FUND?
Kenanga, i think Local FH have more insight into Bursa then other ppl..

xuzen <3
Follow ur suggestion, i am putting 20% into CIMB china fund today
thx

after this 20%,...the combined total in China will be how many % of yr portfolio?

the other main china component fund i have is Ponzi.. 25%

about 40% of this 25% is in China/Hk
therefore 11% + new invest of 20% = 31% in China/Hk....
Was told by my CISs, I am just too old for this %
guess I can never "get to win more $$"....

well i have KGF and thats a big lump.. for mys coverage..

also feel i should switch out to world to have bigger pie/access

but i'm not so sure about islamic world in the world.. not sure how the islamic markets are doing


thanks will do that..

This post has been edited by JinXXX: Apr 26 2015, 04:24 PM

if you know that you already have a big lump for your MY coverage....then it is advise able to switch for diversification purposes.

she said abenomics only starts phase 1.....still got growth there.....but surely got risks..and the investment would be 10% of my portofolio (12k)......

Do Japanese Equities Still See An Upside Potential? ....... [10 Apr 15]
http://www.fundsupermart.com.my/main/resea...?articleNo=5728

so basically you have
RHB-OSK Big Cap China Enterprise Fund 10%,
AFFIN HWANG JAPAN GROWTH FUND 10%
KGF = how many %
Eastspring Investments MY Focus Fund = how many %

any Global or Asia Pac funds in your portfolio?
if yes, what are they and how many % each
just wanted to learn some idea how the FA planned.....

Oi!

Let David83 take over my chair

...
do these 2 at the same time too would be appreciated by many.....


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how many % is KGF in your portfolio?

如果大馬被fitch downgrade，我覺得外資會外流。首衝其害的應該是MGS，然後就是大馬的股市了。我們只能採取靜觀其變的方式。如果調整後的市場是undervalue的話，那麼我相信那些基金經理也會買進一些好的股票。調整後進入市場，然後進行長期投資是可行的。

至於美國升息其實有很多不同的看法。有些專家認為升息證明美國的經濟已經復甦，所以只要升息的幅度不大，市場還是可以適應的。然後會更多的資金回流美國，而幫助推動美國的市場。另外有些專家認為，升息對很多美國的大公司（尤其是跨國公司）的盈利預測有不大樂觀：美元增值造成海外的盈利相對來說變少了，加上如果公司的債務比率比較高的話，那麼公司就要給更多的利息，導致利潤率降低。如果盈利和利潤被影響，那麼公司的股價相信也會跟着下調。兩者都會發生，只是我們還不懂哪一個因素會比較佔優勢。

30%

okok.. not very heavy MY

how do you all quantify heavy.. ?

any hints on how to allocation to capture the growth in 3rd and 4th qtr 2015 ?