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 Fundsupermart.com v10, Double digit (portfolio) growth!

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SUSDavid83
post May 6 2015, 12:20 PM

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QUOTE(yklooi @ May 6 2015, 12:18 PM)
Have a look at JAPAN?
latest 1 May 2015 Market Valuation report...Fair Value is 19....Japan PE is now 16.9

http://www.fundsupermart.com.my/main/resea...?articleNo=5804
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12% more upside.
SUSDavid83
post May 6 2015, 12:57 PM

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QUOTE(yklooi @ May 6 2015, 12:54 PM)
They hear you again....
Is a bubble in Chinese stocks being inflated?
Asian Equities Team, Schroders...5 May 2015
an info packed article...
(there is also a comparison table of last bull situation and current bull situation)

http://www.fundsupermart.com.my/main/artic...0May%202015.pdf
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Feeder fund manager for CIMB-PRINCIPAL GREATER CHINA EQUITY FUND

Uncle Looi, what's the conclusion? yawn.gif
SUSDavid83
post May 6 2015, 01:07 PM

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QUOTE(yklooi @ May 6 2015, 01:06 PM)
since it is not a single country fund, Max it 10% of portfolio because most of the the Asia X Jpn funds has high coverage in there too....combined would be high
Was thinking of reducing my China Select fund now at 10% to increase my Japan from 3% to 5%
Overall my China/HK/Taiwan is now 22% (i just noticed it and is thinking too higH)
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I was asking for the conclusion of the Schroeder article. doh.gif
SUSDavid83
post May 6 2015, 03:15 PM

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SSE Composite slides to RED zone; dropped >1%

Asian stocks at two-week lows as bond woes spread, dollar slips

HONG KONG (Reuters) - A selloff in global sovereign bonds pushed Asian stocks to two-week lows on Wednesday as investors worried it might trigger profit-taking in other asset classes, while the U.S. dollar stayed on the backfoot dogged by trade deficit concerns.

URL: http://finance.yahoo.com/news/slump-bonds-...-005134325.html

This post has been edited by David83: May 6 2015, 03:18 PM
SUSDavid83
post May 6 2015, 03:24 PM

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QUOTE(T231H @ May 6 2015, 03:21 PM)
GOOD noises for those that likes Malaysia.
‘Foreign investors unmoved by local 1MDB concerns’
http://www.msn.com/en-my/money/topstories/...d=mailsignoutmd
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Foreign investors were net seller for last trading week. yawn.gif
SUSDavid83
post May 6 2015, 03:53 PM

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QUOTE(puchongite @ May 6 2015, 03:27 PM)
So should we believe words or we believe actions ?
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Believe in numbers and actions.
SUSDavid83
post May 6 2015, 04:26 PM

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QUOTE(yklooi @ May 6 2015, 04:25 PM)
rclxms.gif MORE choices.....and in USD too

6 New Funds From Cimb-Principal Asset Management
1. CIMB Islamic Asia Pacific Equity Fund - MYR
2. CIMB-Principal ASEAN Total Return Fund - MYR
3. CIMB-Principal ASEAN Total Return Fund - USD
4. CIMB-Principal China-India-Indonesia Equity Fund
5. CIMB-Principal Equity Fund
6. CIMB-Principal Small Cap Fund

http://www.fundsupermart.com.my/main/resea...?articleNo=5814
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I have posted the snapshot last two weeks! sweat.gif
SUSDavid83
post May 6 2015, 04:32 PM

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QUOTE(yklooi @ May 6 2015, 04:28 PM)
Really?...i thought it was just published today...see the date on the article..May 6, 2015
if you have posted it...then it is OLD news.  icon_rolleyes.gif
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It has been available since two weeks ago.

They just started to make it more official today. LOL
SUSDavid83
post May 6 2015, 04:39 PM

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QUOTE(yklooi @ May 6 2015, 04:38 PM)
doh.gif now i know...that is why, i think i did see this China, India and Indonesia fund in FSM before.  rclxms.gif
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That fund was under my wish list previously.

But too bad, I have jumped too early into RHB-OSK China-India Dynamic Fund.
SUSDavid83
post May 6 2015, 07:14 PM

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Bond market seems to be exciting recently:

Global Bond Rout Halts as Rising Debt Yields Attract Investors

A rally in Italian and Spanish government bonds led a rebound in debt markets around the world after a selloff that wiped out more than $410 billion in value in the past week.

URL http://www.bloomberg.com/news/articles/201...four-month-high
SUSDavid83
post May 7 2015, 07:51 AM

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Rising yields, data spook Wall Street; Dow clings to gains for the year

U.S. stocks closed lower on Wednesday, reversing a positive open, as investors weighed higher bond yields and oil prices ahead of Friday's important jobs report. ( Tweet This )

URL: http://finance.yahoo.com/news/stocks-off-l...-145534180.html
SUSDavid83
post May 7 2015, 08:39 AM

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QUOTE(wilc89 @ May 7 2015, 08:08 AM)
Hello sifus,

I am thinking to increase my exposure on China equities, it has been bullish for a while but China market is getting sluggish overall. Did I missed the party or it is still fine to throw myself into it?

Cheers sifus!
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If China sluggish? How about India then? whistling.gif
SUSDavid83
post May 7 2015, 08:50 AM

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OT: Japan-based Bank Daiwa eyes Affin Hwang IB stake

PETALING JAYA: Japan-based Investment Bank Daiwa Securities Group Inc will begin talks to acquire a minority stake in Affin Hwang Investment Bank Bhd (formerly known as HwangDBS Investment Bank Bhd).

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

This post has been edited by David83: May 7 2015, 08:51 AM
SUSDavid83
post May 7 2015, 01:12 PM

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Topped up Ponzi 2.0
SUSDavid83
post May 7 2015, 01:22 PM

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China’s Stocks Head for Biggest Three-Day Rout Since June 2013

hina’s stocks headed for their worst three-day performance in almost two years amid speculation new share sales will sap funds, valuations have become excessive and the government will take measures to control margin trading.

URL: http://www.bloomberg.com/news/articles/201...ding-curbs-bets
SUSDavid83
post May 7 2015, 01:22 PM

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Japan’s Bonds Fall Most in 3 Months as Australia’s Drop 8th Day

Japanese bonds fell the most in three months and Australian government securities slid for an eighth day in the latest leg of a global rout in debt markets.

URL: http://www.bloomberg.com/news/articles/201...-s-drop-8th-day
SUSDavid83
post May 7 2015, 07:01 PM

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QUOTE(techie.opinion @ May 7 2015, 06:05 PM)
Topup time... since yesterday and today. Maybe tomorrow as well.
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I don't have that much bullet and discount token. cry.gif
SUSDavid83
post May 7 2015, 07:08 PM

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World stocks, dollar swept lower as bond rout rocks markets

LONDON (Reuters) - World financial markets were unsettled again on Thursday as a week-long sell-off in benchmark government bonds, stocks and the dollar and a race up in oil prices showed little sign of relenting.

Nerves were still jangling in Europe and shares and bonds got off to another poor start on fears the recent surge in yields, the euro and energy costs could snuff out the only recently-formed hopes of a solid euro zone recovery.

URL: http://finance.yahoo.com/news/asia-slips-e...-004214192.html
SUSDavid83
post May 7 2015, 07:12 PM

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RHB-OSK China-India Dynamic Growth Fund just cross my lower limit of -10% sweat.gif

This post has been edited by David83: May 7 2015, 07:12 PM
SUSDavid83
post May 7 2015, 07:27 PM

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QUOTE(nexona88 @ May 7 2015, 06:18 PM)
KLCI down 15.87pts rolleyes.gif
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QUOTE(T231H @ May 7 2015, 06:21 PM)
KLCI dropped 15.87 pts...in % terms = ?
wondering how much KLCI Small Cap index dropped?  hmm.gif
in % terms?
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Late selling pulls rug under KLCI as it slips toward 1,800 (Update)

KUALA LUMPUR: Late fund selling of heavyweights Tenaga Nasional and Sime Darby and other key index linked stocks pushed the FBM KLCI down nearly 16 points to its lowest since March 23 as sentiment was dented by the weak key Asian markets.

At 5pm, the KLCI was down 15.87 points or 0.87% to 1,805.10 but when compared with the key Asian markets, the losses in percentage terms was much lower due to local fund support.

URL: http://www.thestar.com.my/Business/Busines...1800/?style=biz

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