googled and found this....but not sure they are reasonably priced to you liking.
hope they are "truly" good as they are predicted to be.

Fund managers’ stock picks
http://www.thestar.com.my/Business/Busines...uati/?style=biz

Public Watchlist & Portfolio
http://klse.i3investor.com/jsp/pfpub.jsp

Budget 2015: Which Stocks to Watch?
http://financemalaysia.blogspot.com/2014/1...s-to-watch.html

KENANGA 2015 Stock pick oh KENANGA 2015 Stock pick
http://ck5354.blogspot.com/2015/01/kenanga...nanga-2015.html

more upon google....

This post has been edited by yklooi: May 4 2015, 08:12 PM

President Vladimir Putin approved a new $100 billion reserve fund over the weekend that will specifically aid the BRICS nations: Brazil, Russia, India China and South Africa.
It's another step by the BRICS to build an alternative so they don't have to go to the United States or the International Monetary Fund for any financial help.
The reserve fund will help BRICS countries with cash problems. It will get most of its seed funding from China, which will contribute $41 billion. Russia, India and Brazil will put in $18 billion each, and South Africa will give $5 billion. The timing is critical as many emerging market nations and businesses are struggling to pay their debt for various reasons.

http://money.cnn.com/2015/05/04/news/econo...x.html?iid=Lead

BRIC anyone? AmBRIC or TA BRIC?

here is a good read for those that likes India...

India is looking like the success story of 2015.
India is world's fastest growing major economy. Can it last?

Last week, Moody's raised India's credit rating outlook -- a sign of a healthy economy.
Smithie says that corporate earnings growth in India is in the single-digit range this year, and is expected to hit the mid-teens next year. By comparison, America's corporate earnings growth is projected to decline this year.
"India is taking over the baton of leadership in emerging market and possibly global growth from China," he says. "There is the potential for an acceleration in growth in India whereas the rest of the world is still slowing down."

For those that are still thinking if it is too late to "ENTER"?
Too late to invest? The usual problem with growth stories is that it's usually too late join the party. But India hasn't peaked yet. In fact, it could be heading toward a multi-year bull market, experts say.

http://money.cnn.com/2015/04/14/investing/...growing/?iid=EL

some things to wonder about for HIGH risk High returns....

Holders of perpetual notes with no set maturity face the island's first redemption options in September, when three companies including oil services firms Ezra Holdings Ltd. and Swiber Holdings Ltd. can choose to repay securities sold in 2012. While Ezra says it plans to pay off the notes and refinance, their yield has surged more than 200 basis points over the last year to 14.2 per cent, suggesting it may be costlier to replace them. Swiber faces the same test after saying it plans to redeem its bonds, which have added more than 230 basis points.

( if costlier to replace them,...then may not redeem?)

If any issuers choose not to pay in September, "there would be some discomfort among investors when they realize that what they've been holding is not necessarily going to be paid off at the time they expected," said Vishal Goenka, the Singapore-based head of local currency credit trading at Deutsche Bank. "There is nothing right or wrong, issuers have already told them from the beginning the option was there, but there would be some confusion."

- See more at: http://www.straitstimes.com/news/business/...h.qetC2Pqi.dpuf

yessss..
maybe to some????

jfi...Japan Topix is still on holiday....back on thursday...
http://markets.on.nytimes.com/research/mar...et&exchange=TYO

throw my China-India for this?

just for general knowledge.....

CONSTRUCTION

Chinese skyscraper: 57 floors in 19 days

The building in China of a 57-floor skyscraper in 19 days at the rate of 3 stories per day

http://www.bangkokpost.com/learning/learni...ime-lapse-video

I thought you had already disposed of this one..
disposed but just for last month records?

I think NAV this is not a good indicator for comparison between time.....example one of it is...any distribution between that time period could affect the NAV value.

I would normally use the Chart center under FUNDS INFO.
Chart Center is one useful tool available on FSM platform for all investors. It allows investors to plot funds’ or indices’ performance graphically over a variable time horizon. In our latest effort to add value to our investors, we revamped our chart center to improve its visual appeal and add additional features that can help investors make better informed investment decisions.

http://www.fundsupermart.com.my/main/resea...l?articleNo=521

then must be the Sensex index dropped...
from the chart...it looks like the fund is abit "better" than the index.
60% in 18 months....impressive hike...


Attached thumbnail(s)

some times it is the mandate that leaves the FM fully invested in "that" market...it cannot pull out even in adverse condition...example....some funds has these statement..."This Fund is a feeder fund that invests at least 95% of its NAV in xxxxx"

top up by fresh fund or switching from Asia X Jpn funds?

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

Please note this disclaimer:
We would also like to highlight that the fair PE is considered a subjective number as it is generated internally by the research team, taking into conditions macro and micro economic developments expected to take place. As such, investors who view Japan differently from the research team would award a different fair PE.

This post has been edited by yklooi: May 6 2015, 12:20 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

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)

oh....
i think China can still go for the next 1~2 year.....
the reason why i want to reduce the China exposure is that, "IF" there is a short correction along this 1~2 years....my emotional being would not be so stressful ..well that is just me.....may not apply to others

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

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.

This post has been edited by yklooi: May 6 2015, 04:29 PM

now i know...that is why, i think i did see this China, India and Indonesia fund in FSM before.