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 Fundsupermart.com v9, QE feeds the bull. Ride along...

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T231H
post Apr 29 2015, 01:50 PM

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QUOTE(yap1992 @ Apr 29 2015, 01:44 PM)
US is expected to be the major LNG exporter earliest by year end. Any thought about it? hmm.gif
*
if this is true..then M'sia GDP number will be affected....
"“Collapsing LNG prices will likely be the next pressure point,” Chua said. “Malaysia may be a small net oil exporter but the net gas trade surplus is huge” at 58.9 billion ringgit ($16 billion), or 6 percent of GDP in 2013, he said.

http://www.bloomberg.com/news/articles/201...n-lng-bofa-says
cybermaster98
post Apr 29 2015, 01:50 PM

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Im also thinking of cutting my losses in Manulife India soon and move funds into Ponzi 2.0.

Good idea?
nexona88
post Apr 29 2015, 01:51 PM

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QUOTE(xuzen @ Apr 29 2015, 01:48 PM)
I have just trimmed my Sexy from 20% to 15%.... add 5% to China. Will catch the tailwind towards China!

Xuzen
*
no hope for sexy? hmm.gif
nexona88
post Apr 29 2015, 01:52 PM

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QUOTE(yap1992 @ Apr 29 2015, 01:44 PM)
US is expected to be the major LNG exporter earliest by year end. Any thought about it? hmm.gif
*
more "problem" to BolehLand financials cry.gif
xuzen
post Apr 29 2015, 01:54 PM

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QUOTE(nexona88 @ Apr 29 2015, 01:51 PM)
no hope for sexy? hmm.gif
*
If I no hope I would have sell 100% liao lor... Sexy just caught a temp cold, will be sexy later wan... now, I go for plain jane aka wifey material type first. May be boring, but still ......."invested" brows.gif brows.gif brows.gif


nexona88
post Apr 29 2015, 01:58 PM

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QUOTE(xuzen @ Apr 29 2015, 01:54 PM)
If I no hope I would have sell 100% liao lor... Sexy just caught a temp cold, will be sexy later wan... now, I go for plain jane aka wifey material type first. May be boring, but still ......."invested"  brows.gif  brows.gif  brows.gif
*
laugh.gif

MR_alien
post Apr 29 2015, 02:00 PM

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all dropped...overall portfolion dropped from 1.5X to 1.03%
c'mon china
SUSDavid83
post Apr 29 2015, 02:02 PM

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QUOTE(MR_alien @ Apr 29 2015, 02:00 PM)
all dropped...overall portfolion dropped from 1.5X to 1.03%
c'mon china
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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.
puchongite
post Apr 29 2015, 02:11 PM

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QUOTE(nexona88 @ Apr 29 2015, 01:52 PM)
more "problem" to BolehLand financials  cry.gif
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This is my major worry.
SUSyklooi
post Apr 29 2015, 02:16 PM

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QUOTE(puchongite @ Apr 29 2015, 02:11 PM)
This is my major worry.
*
you, me and "many" more people too.
i can't read Chinese....will it happens?
just speculation news only?
why NOT on major business newsportal?
T231H
post Apr 29 2015, 02:36 PM

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QUOTE(yklooi @ Apr 29 2015, 02:16 PM)
you, me and "many" more people too.
i can't read Chinese....will it happens?
just speculation news only?
why NOT on major business newsportal?
*
just googled....seems like the concern is warranted....

"We anticipate becoming big players, and I think we'll have a big impact," said the Ernest Moniz, the US Energy Secretary. "We're going to influence the whole global LNG market."

US to launch blitz of gas exports, eyes global energy dominance
26 Apr 2015
The US Energy Department prepares a wave of LNG gas permits in the latest move to redraw the world's oil and gas landscape....

http://www.telegraph.co.uk/finance/newsbys...-dominance.html

M'sia LNG is 6% GDP in 2013....per article in post# 3420

This post has been edited by T231H: Apr 29 2015, 02:39 PM
Kaka23
post Apr 29 2015, 02:42 PM

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Today masuk little $ into Japan!
cybermaster98
post Apr 29 2015, 02:42 PM

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Rule No. 1 in China’s Bull-Market Rally: Don’t Look at Earnings

http://www.bloomberg.com/news/articles/201...illers-in-china

On the city’s exchange link with Hong Kong, there’s still about 171 billion yuan ($27.6 billion) of quota for mainland equity purchases that’s gone unused by foreign funds

cybermaster98
post Apr 29 2015, 02:43 PM

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QUOTE(Kaka23 @ Apr 29 2015, 02:42 PM)
Today masuk little $ into Japan!
What fund?
Kaka23
post Apr 29 2015, 02:44 PM

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QUOTE(cybermaster98 @ Apr 29 2015, 03:43 PM)
What fund?
*
Affin Hwang Japan Growth! Go go Abenomics... Wish me luck bro...
T231H
post Apr 29 2015, 02:44 PM

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QUOTE(Kaka23 @ Apr 29 2015, 02:42 PM)
Today masuk little $ into Japan!
*
rclxms.gif ichiban or sayonara ?
Kaka23
post Apr 29 2015, 02:45 PM

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QUOTE(T231H @ Apr 29 2015, 03:44 PM)
rclxms.gif ichiban or sayonara ?
*
Yamate! yamate!
T231H
post Apr 29 2015, 02:47 PM

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QUOTE(Kaka23 @ Apr 29 2015, 02:44 PM)
Affin Hwang Japan Growth! Go go Abenomics... Wish me luck bro...
*
i think Jpn can still go too....
Kaka23
post Apr 29 2015, 02:52 PM

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QUOTE(T231H @ Apr 29 2015, 03:47 PM)
i think Jpn can still go too....
*
Ya.. I think

For me :

Japan - Monitor for 12 - 18 months, depends on situation and may let go ALL.
Greater China - Monitor for 12 - 18 months, depends on situation and may let go ALL.
Developed market - Monitor for longer term and will keep invested with smaller %
Asia ex Japan - Keep invested long term (only will do re-balance when feel necessary)
Malaysia - Keep invested long term (only will do re-balance when feel necessary)
Emerging market - Nothing for me at the moment (I treat MY and Asia ex-Japan as per of emerging market)

cybermaster98
post Apr 29 2015, 02:52 PM

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What other funds have good Japan exposure? Too risky to go into country focused funds now I think.

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