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

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SUSMNet
post Mar 15 2015, 08:58 AM

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QUOTE(Amatiel @ Mar 15 2015, 12:02 AM)
noticed that nobody mention Amprecious Metal before, one of the top volume funds. Why? Not for the fainthearted?
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USD up gold down

tht why many people buying gold now
SUSMNet
post Mar 17 2015, 05:25 PM

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Hi Investor,

Good day,

People's Bank of China (PBOC) announced on 28 February that a cut on benchmark interest rates for financial institutions would be effective from 1 March. The one-year lending rate was lowered by 25 basis points to 5.35% and the one-year deposit rate was lowered by 25 basis points to 2.5%

Positive Impact of Lowering Interest Rates

1. The rate cut helps reduce the financing cost for companies. Lowering interest rates means directly reducing the cost of borrowing from banks, which helps enhance the companies’ profit. This would in turn stimulate the investment sentiment among Chinese enterprises and benefit the development of the real economy.

2. Cutting interest rates would fuel the depreciation pressure of the Yuan. Do note that a weaker Yuan will help increase exporters’ competitiveness, thereby improving the Chinese economy and boosting the overall investment value of Chinese equities.

3. Chinese and Hong Kong equities offer much better long-term upside potential than other developed countries; their upside potential is also more attractive than that of most of the emerging markets. Driven by the rate cut, the Chinese equity market still has a very optimistic prospect and this is the reason why we gave it a 5-star “Very Attractive” rating.

At this junction, we still see relatively high potential upsides in this market compare but accompany with volatility. It may not be suitable to everyone but aggressive investors with long investment horizon or higher holding power should consider this market in their supplementary portfolio. If you are relatively conservative, you may consider choosing Asia ex-Japan funds with some China exposures.

I believe that patience, value-driven and long term mindset are needed for aggressive investors to harvest gains while waiting for the market to reflect its fair value.

Please do not hesitate to contact us if you need any assistance.

Thank you and have a pleasant day.
SUSMNet
post Mar 18 2015, 09:00 AM

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QUOTE(David83 @ Mar 18 2015, 08:46 AM)
FSM has been recommended it since January.

AFFIN HWANG JAPAN GROWTH FUND
URL: http://www.fundsupermart.com.my/main/fundi...lnumber=MYHWSJQ
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this is unhedge.

so there is another currency risk there.

that why its better buy currency hedge etf

now EU QE so expect the stock to be up

http://www.wisdomtree.com/etfs/fund-details.aspx?etfid=73
SUSMNet
post Mar 22 2015, 03:41 PM

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90% in eut
SUSMNet
post Mar 29 2015, 02:17 PM

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QUOTE(wayne84 @ Mar 29 2015, 02:10 PM)
Just buy in some Kenanga Growth Fund before GST. With weak market forecast at least 2 Quarter, duno isit a wrong timing or not...worried
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how much u just topup bro? rclxms.gif
SUSMNet
post Apr 26 2015, 05:55 PM

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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。

SUSMNet
post Apr 26 2015, 10:01 PM

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ur fund will expose to forex thus even though CNY stock up but MYR stronger, the u will equally not earn anything.

http://www.xe.com/currencycharts/?from=CNY&to=MYR&view=10Y
SUSMNet
post Apr 26 2015, 10:11 PM

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QUOTE(yklooi @ Apr 26 2015, 10:06 PM)
hmm.gif my funds NAV is in RM...FOREX up/down i don't see. what i see is my fund NAV
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forex coversion already factored into the NAV


SUSMNet
post Apr 26 2015, 10:41 PM

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QUOTE(yklooi @ Apr 26 2015, 10:27 PM)
hmm.gif  i think in "many" of the foreign exposed funds, the FM are doing some kind of the hedge to mitigate currency risk...noticed that in the prospectus
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No hedge

If there hedge, it will have mentioned
SUSMNet
post Apr 26 2015, 10:56 PM

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QUOTE(yklooi @ Apr 26 2015, 10:51 PM)
mentioned....just an example...
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"may hedge" , u need to check the report whether it hedge or not.

u need to see how the hedge etf work.
http://www.wisdomtree.com/etfs/fund-details.aspx?etfid=73


SUSMNet
post Apr 28 2015, 07:33 PM

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QUOTE(Vanguard 2015 @ Apr 28 2015, 07:28 PM)
Still in Asia. But I will concentrate a bit on Japan ans South Korea. Mid-term, I may go back to buying a US fund.
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why dont u buy vanguard etf bro?

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