what do you wish to have in your portfolio?
you have Ponzi 2.0 which is Asia X Jpn.......sort of covered about 41% in China/Hk/Taiwan region.(28 Feb factsheet)
(China/HK/Taiwan is that Greater China Region?)
if yes, then why want to get another CIMB Greater China fund?
PMB Shariah Aggressive is Malaysia focused fund....fund size not big.....may try consider Kenanga Growth fund

get what you want for your portfolio, set the % of allocation according to your comfort zone.....

if the investment value is just some small change to you (in which "hilang sikit pun tak pah") and if you don't know what to buy?
try read page 161 post#3210 for a simple no brainer portfolio set up

This post has been edited by T231H: Apr 29 2015, 12:35 AM

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

Big drop in both KGF and Eastspring Small Cap.

Good to go in? Or stay out of MY?

how big is the drop from the recent highs?
PE of M'sia still attractive?
PE of M'sia small cap still ok?

what i'm waiting for

question.... Is there anything in fundsupermart webpage that let's me check major indeces and their PE ratio data and etc?

I can find it in my FSM Mobile app. but not on Webpage .Hmmm....

Am too old for this...

Annual Report for AffinHwang Japan Growth Fun.

Fund overal performance Vs Benchmark still lose by (0.68%), even though it delivered 26.04% return since inception.

 Affin_Hwang_Japan_Growth_Fund_FYE_Feb15.pdf ( 556.17k ) Number of downloads: 9

Bro, where got big drop? It only dropped 1% in one week.

My 2 cents view....valuation is still not attractive. New investors please stay out.

Ok-lah bro. Very good return already. Doesn't matter that it underperformed the benchmark. I am topping up on Japan.

Aiseh, 1% drop only sis. Mosquite bite only. BTW I also have EISC.

Do you want to swap place with me? My RHB-OSK China India Fund dropped 10% in 2 weeks.

Instead of KGF, why not Kenanga Syariah Growth Fund? I bought both of these funds and I find that the Syariah one is more stable and give better return. Just my 2cents worth.

HOw about for older investors? Stay put?

I am still staying put for KGF and EISC. But my case could be different because I bought these funds after the market correction in December 2014 and January 2015. Therefore I still have a margin of safety of 10%.

The test is....do you think about your funds in KGF and EISC when you go to sleep, go to the toilet, driving your car, etc? If the answer is YES, then it is time to sell the funds or trim down.

Whoops correction. Looks like I have to eat my words. I just login into my FSM online account. My profits for EISC has dropped to 7.24% and my profit for KGF has dropped to 8.86%.

I am doing intra switch to transfer the profits to bond funds now. This was after experiencing the big drop for RHB-OSK China India fund.

So for newbie like me, stay out for now from MY funds??

What do you mean by "valuation".?

I think I will still holding it.. will trip little by little..

Er, means PE ratio for the Malaysian stock market is still not attractive. Sorry ah, I have login into FSM now to transfer my funds. Be back later.

Haha Lock down your profits . haha.

anyway, I asked earlier, any place to get the PE ratio information for the KLCI Index?
In fundsupermart perhaps?

How Does One Predict Equity Market Returns?...PUBLISHED on July 25, 2011
In this article, we highlight the 3 key components of equity market returns, allowing investors to estimate the potential returns one may expect from an investment in the stock market.
http://www.fundsupermart.com.my/main/resea...?articleNo=1385

How Do You Determine Which Regional Markets/Single Countries Are Attractive?.....September 10, 2014
We often say that a stock market is attractive, cheap or is trading at a discount compared to our fair estimate PE ratio, implying an opportunity for investors to venture into the market at an attractive valuation. How then do we evaluate the attractiveness of these stock markets? In this article, we will be discussing more on our approach in assessing attractive markets for investors.

"Investors should note that while this approach allows for the identification of attractive stock markets, it does not serve to provide the actual timing on when they will rebound".
http://www.fundsupermart.com.my/main/resea...?articleNo=4992


This post has been edited by yklooi: Apr 29 2015, 10:23 AM

Try the FSM website...on the main page (Home)
under the "Research" section.
usually published once a week.
titled "Market Valuation as at...."