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

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river.sand
post Mar 4 2015, 09:44 AM

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Not a good year for public equity, maybe... but how about private equity?

And then there is this thing called crowdfunding...
New Pebble smartwatch raises $1 million on Kickstarter in record time
river.sand
post Mar 9 2015, 01:59 PM

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Asian markets slide, but at the same time ringgit also drops.
Is it a good time to buy?
river.sand
post Mar 9 2015, 03:57 PM

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QUOTE(Pink Spider @ Mar 9 2015, 02:00 PM)
Ringgit drop means offshore assets will become more expensive

Market slide + Ringgit slide = zero/reduced effect lo doh.gif
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If don't buy now, ringgit may go down further unsure.gif
river.sand
post Mar 18 2015, 02:07 PM

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QUOTE(nexona88 @ Mar 17 2015, 12:56 PM)
Japan's Nikkei share average rose to a fresh 15-year high on expectations that companies could improve their return on equity lifted overall sentiment.

“Changes seen in the microeconomic level are attracting buyers," said Nobuhiko Kuramochi, a strategist at Mizuho Securities.

"The Japanese market is outperforming its global peers, and if you don't want to fall behind, you can't be underweight Japan," Kuramochi said. "Toyota has a big market capitalization, and those who are bullish on Japan are seen buying Toyota."
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Is rise of Nikkei caused by yen depreciation?
If value of Japanese equity converted to MYR how is it?
river.sand
post Apr 2 2015, 09:12 AM

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QUOTE(ntdote @ Apr 1 2015, 04:53 PM)
Hi guys

I wanted to invest in Russian equity, but cant find any funds with Russia exposure.

Please advise
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Mind telling us why you want to invest in Russian equity? Do you think the worst is over?
river.sand
post Apr 3 2015, 09:04 AM

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QUOTE(yklooi @ Apr 2 2015, 06:31 PM)
Why Women May Be Better Investors than Men...... April 2, 2015
In this article, we explain some reasons why women are savvier than they think when it comes to investing, and we have some numbers to prove it! ....Author : Fundsupermart

http://www.fundsupermart.com.my/main/resea...?articleNo=5696
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True.
But I happen to be a man who is not aggressive, and am not afraid to say 'I don't know' tongue.gif
river.sand
post Apr 3 2015, 06:05 PM

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QUOTE(T231H @ Apr 2 2015, 09:23 AM)
hmm.gif maybe he read these
Favoured Markets & Markets To Be Cautious On [27 Mar 15]
https://secure.fundsupermart.com/main/artic...7-Mar-15--10202

Investing my Kid's Ang Bao Monies and Buying into Russia
https://secure.fundsupermart.com/main/resea...SJBlog_20150311

Russia: The Night Is Darkest Just Before The Dawn
http://www.fundsupermart.com.my/main/resea...?articleNo=5600

Placing the bets before the rebound?  brows.gif
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World Bank is pessimistic about Russia...
- GDP to contract 3.8% this year, and 0.3% next year
- inflation 10%
- capital flight $151 bil last year, and $80 bil this year

http://www.rferl.org/content/russia-econom...t/26932261.html

river.sand
post Apr 6 2015, 03:39 PM

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QUOTE(David83 @ Apr 6 2015, 07:32 AM)
Ponzi 2.0 declares distribution but its ex-date is 1 month away:

04-Apr-2015 | CIMB-Principal Asia Pacific Dynamic Income Fund | RM 0.012 per unit | To Be Advised | 7-May-2015
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n00b question: where do you get this announcement?
river.sand
post Apr 8 2015, 09:55 AM

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QUOTE(yklooi @ Apr 8 2015, 05:47 AM)
rclxms.gif yes, with their PE valuation still below their long term average....
here is a read out why it is an opportunity...
what is the Greater China region and why this fund is great?
http://www.fundsupermart.com.my/main/resea...?articleNo=5576
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While I know the 'fair PE' of a stock, how do you determine a fair PE of the whole market?
river.sand
post Apr 10 2015, 02:01 PM

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QUOTE(David83 @ Apr 10 2015, 01:47 PM)
FSM emphasizes that PE is still attractive.
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The question is:
Can we trust China companies' reported earnings rolleyes.gif

This post has been edited by river.sand: Apr 10 2015, 02:02 PM
river.sand
post Apr 13 2015, 11:40 AM

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QUOTE(yklooi @ Apr 13 2015, 11:22 AM)
China March exports in shock 14.6% fall; more weakness in world's second-largest economy...PUBLISHED ON APR 13, 2015 10:30 AM
- See more at: http://www.straitstimes.com/news/business/...h.dBDTnq6e.dpuf

just checked...HK/China index is still at positive territories....
when will the correction happens......later in the day??
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Chinese dama i.e. aunties don't care about economy when they invest/trade.
Plus, domestic demand may be able to partially offset decline in export.
river.sand
post Apr 14 2015, 08:43 AM

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QUOTE(JAIDK23 @ Apr 11 2015, 07:38 PM)
I concur both above thumbup.gif
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Ponzi 2.0 - only 6.48% is India

Maybe I should buy Manulife India Equity Fund hmm.gif
river.sand
post Apr 15 2015, 05:28 PM

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QUOTE
China's economic growth slowed further in the three months to March this year, expanding 7% compared to a year earlier, its slowest pace since the global financial crisis in 2009.


http://www.bbc.com/news/business-32313557

Note that it is 'economic growth slowed', not 'economy slowed'...
river.sand
post Apr 16 2015, 11:03 AM

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QUOTE(Pink Spider @ Apr 16 2015, 10:54 AM)
I don't like property tongue.gif

(1) Illiquid
(2) Ethically wrong to INVEST in properties, it should be a basic NEED, my moral brain tells me not to help pump up this overheated overvalued market sleep.gif
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I never know Pinky is so ethical tongue.gif
river.sand
post Apr 16 2015, 04:36 PM

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QUOTE(woonsc @ Apr 16 2015, 04:03 PM)
doh.gif  1 chatime can buy 1 meal lo..  doh.gif
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me poorfag never set foot on chatime before cry.gif
river.sand
post Apr 17 2015, 09:00 AM

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QUOTE(cybermaster98 @ Apr 17 2015, 08:56 AM)
Any idea how the following funds performed yesterday:

1) Ponzi 2.0
2) CIMB Global Titans
3) RHB-OSK Big Cap China
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Do we need to check the NAV everyday hmm.gif
river.sand
post Apr 17 2015, 03:20 PM

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QUOTE(felixmask @ Apr 17 2015, 03:12 PM)
put inside Viet FD...better than BolehLand
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invest in a Vietnamese wife brows.gif

Warren Buffett said his two best investments were his two wedding rings laugh.gif
river.sand
post Apr 17 2015, 03:37 PM

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QUOTE(Pink Spider @ Apr 17 2015, 03:25 PM)
he got two wives? blink.gif  shocking.gif  drool.gif  tongue.gif  biggrin.gif
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he married his second wife after the first one die lah...
river.sand
post Apr 19 2015, 07:41 AM

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QUOTE(jerk @ Apr 19 2015, 01:28 AM)
Hwang - more bullish Asia> Malaysia
Us rate hike might be later this year (sept) and more gradual ( weak growth strong dollar)
China weak growth - expecting more gov policies
Shift in asset allocation mentality - help with h share rally -
H share evaluation not excessive vs a share - sheng zhen might come later this year
Chinese save a lot etc - a lot excess money
Institution yet to join the rally - concern about China growth - wanting reform first - does not trust the bank's number - skeptical still
North Asia > ASEAN 10percent vs 5
Korea has potential - overflow of funds from China and smth else
Taiwan - apple supplier despite low seasonal quarter
ASEAN - indo because of reform
Philipinbrs - bad evaluation
Thai - wait for political stability
Low oil price benefit the importer country
Liquidity in domestic helped the past months market
No incentive for big cap - ringgit under pressure
Bottom for oil gas - could rebound (mentioned smth along chartered rate?)
Bullish on local tech stock - not to chase if u don't have it already
Regional reits - expect rate to rise but delayed but still still not bullish

Select pacific dividend ( broader sector compared to the local dividend fund)- invest in potential dividend player as well see fact sheet
Select Asia opportunity ( can invest in Asia listed in us)
Asia quantum fund (small cap around Asia many local stock< 1 billion)return should be better this year. Deployed the excess cash - moving funds into China progessively and healthcare in sing and indo
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Myanmar no longer in the picture?

QUOTE
In its latest update on emerging East Asia, the World Bank maintained its 8.5 per cent growth forecast for Myanmar in 2015, same as last year.


http://www.channelnewsasia.com/news/asiapa...al/1781138.html

river.sand
post Apr 21 2015, 09:47 AM

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QUOTE(Pink Spider @ Apr 21 2015, 09:41 AM)
Quite cash-heavy currently doh.gif

Dunno what to buy liao...if cash increase further, maybe just top up across my portfolio hmm.gif

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