Opens green: 0.71% higher

No effect?

This post has been edited by David83: Apr 28 2015, 08:34 AM

Just for the sake of fund:

Asia ex Japan Fund	HK	China
CIMB-PRINCIPAL ASIA PACIFIC DYNAMIC INCOME FUND	20.7	15.6
Eastspring Investments Asia Pacific Equity MY Fund	30.3	4.92
Kenanga Asia Pacific Total Return Fund	41.4
Affin Hwang Select Asia (ex Japan) Opportunity Fund	14	24.7
Affin Hwang Select Asia (ex Japan) Quantum Fund		7.7
AMASIA PACIFIC EQUITY INCOME		26.4

*Based on latest available fund factsheet

This post has been edited by David83: Apr 28 2015, 09:01 AM

Seems like the average is 30.95% which nearly double of my conservative estimation.

CIMB GTF: US (heavy), Europe & Japan
AIWEF: Europe (heavy), US and the rest

This post has been edited by David83: Apr 28 2015, 10:10 AM

Aberdeen Islamic World Equity Fund latest factsheet:

URL: http://www.aberdeen-asset.com.my/PdfUpload...pdf?OpenElement

20% in US, 46.2% in Europe + UK, 9.7% in Japan

This post has been edited by David83: Apr 28 2015, 10:14 AM

Definitely since it's Shahriah compliant and risk is more diversified.

Seems like forumer here doesn't really like Europe.

CIMB GTF allocates 10% in Japan only

Same goes to AIWEF.

Wait and see approach since no excitement except for Japanese market:



URL: http://finance.yahoo.com/news/asian-shares...-003346313.html

Wait and see approach since no excitement except for Japanese market:



URL: http://finance.yahoo.com/news/asian-shares...-003346313.html

CIMB Principal or RHB-OSK?

CIMB Principal is a Greater China region fund.

Good news for China region?

The index is at 5 digits number and translate that surge into percentage is < 1%. Nothing to be hype for.

Malaysian ringgit strengthens to 3-month high

PETALING JAYA: The ringgit strengthened to its highest level in three months to RM3.5462 at 8am yesterday, after more disappointing US economic data reinforced expectations that the US Federal Reserve (Fed) will not hike interest rates anytime soon. The recovery of oil prices was another promoting factor boosting the ringgit, as higher oil prices will ease the deficit pressures on the country.

URL: http://www.thestar.com.my/Business/Busines...hens/?style=biz

You can reduced EI SCF to Ponzi 1.0 since Ponzi has nearly 30% exposure to Bolehland and opens up exposure to Asia ex Japan to diversify risk.

Start to cut loss?

China market is under mild correction due to pessimistic outlook but investors are betting big for easing and stimulus.

But still not as serious as India.

CIMB GTF and AIWER have 10% exposure in Japan.

Thailand Unexpectedly Cuts Rate After Growth Forecast Cut

The Bank of Thailand lowered its one-day bond repurchase rate by a quarter of a percentage point to 1.5 percent on Wednesday, a move predicted by only two of 20 economists in a Bloomberg survey. The baht slid as much as 0.6 percent, and the benchmark SET index fell as much as 1.2 percent, heading to its lowest close since March 31.

The central bank is using a “strong dose of medicine” because exports may contract, hurting private investment and consumption, which can’t be offset by a rebound in tourism and government spending, Assistant Governor Mathee Supapongse said. The finance ministry earlier lowered its forecast for gross domestic product growth this year to 3.7 percent from an earlier estimate of 3.9 percent.

URL: http://www.bloomberg.com/news/articles/201...th-outlook-dims

Open A FSM Account Or Refer Your Friends And Family To Win A Samsung S6 Edge

Open a FSM Account or refer your friends and family to win a Samsung Galaxy S6 Edge & other attractive prizes

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=5790