$onglap a lot wanna say thanks.. NO Way

Bad noises for US EQ and the rest of the world?

Yellen cites 'potential dangers' in U.S. stock valuations

(Reuters) - Federal Reserve Chair Janet Yellen on Wednesday said high equity valuations could pose potential dangers but that stability risks across the U.S. financial system remained in check.

"I would highlight that equity market valuations at this point generally are quite high," Yellen said. "There are potential dangers there."

......Another potential trouble spot that Yellen pointed out was low long-term interest rates, which could spike as the Fed normalizes its policy, causing disruption across the financial system.

“When the Fed decides it’s time to begin raising rates, these term premiums could move up and we could see a sharp jump in long-term rates.

......Yellen also noted concerns about potential liquidity problems facing certain asset-managers should they face a wave of redemptions.

http://www.reuters.com/article/2015/05/06/...N0NR1JI20150506



This post has been edited by yklooi: May 7 2015, 12:54 AM

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

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!

see page# 15, post# 295...then decide after taking into consideration of
do you have a portfolio of funds?
does your portfolio needs more China?
what is your current % allocation in China? (Do includes % from Asia X Jpn funds if you have them)
is the current % enough?

If China sluggish? How about India then?

Hi thanks for the reply. The article link is broken, could not access to it.

My exposure (including Asia X Japan) is 7%.

I thought there is no tax imposed on investment income?

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

Haha true. It's nothing compared to India.

Well.. The stock market had reacted it seems. Most active trading. Affin counter. Lol

try again this link.
http://www.fundsupermart.com.my/main/resea...?articleNo=5812

Schroders: Talking Point - Is a Bubble in Chinese Stocks Being Inflated?
it is from FSM MY main page under FUND HOUSE DEPOSITORY

yes,..but I mean TAXES the FH pay to the govt just before giving you the distribution.
btw,..the FH got pay taxes before giving us the distribution or not?

This post has been edited by T231H: May 7 2015, 11:11 AM

what happened to India?
my india just made 0.6% in 2 days.....
(hope the upswings will last )

Fasten your seatbelt for the roller coaster ride and enjoy it bro.

Lai, lai. Siapa lagi berani masuk Manulife India sekarang?

I am currently at about 65% equity funds and 35% bond funds. Time to re-allocate my bond funds into equity funds.

And which country/region you would want to allocate more ?

.... Roller coaster.... heart attack wei.. ><

Human nature is such, even if you design a very stable portfolio that sits right at the most optimum point on the efficient frontier giving the best risk optimised return... they will still be not happy.

By nature we want to have some unknown, it excites our soul, it tickles our brain... in short, it allows us to be human. It shows our curiosity and willingness to embrace risk and adventure. It is coded into our DNA.

So, take some money and gamble at it... it is good for the soul!

Xuzen

p/s

I just checked my portfolio and my sexy fund is down around 4% from my average buying price (I DCA into sexy over a course of 3 mths liao), with its 1xStd-Dev of 18%, so there is still room for it to drop further. However, I am betting it may swing 18% upwards sometime in the future. Sexy constitute 15% of my equity portfolio at the moment. So a 4% drop of 15% is only 0.6% of my portfolio.


This post has been edited by xuzen: May 7 2015, 11:55 AM

I recalled this video....
seems so real....turn ON the sound...
https://www.youtube.com/watch?v=chbjc-XDKLw