y top up AmPrecious?
I cut loss some when my portfolio shows -20% and the balance now is at
is at -55% lor...

dun think its advisable to go into Amprecious now unless got news GOLD IS MOVING UPWARDS!

Commodities is soooooo passe! It was so yesterday... Today is China! China! China! And tomorrow... according to my crystal ball may be Eurozone (QE effect mah!)

Xuzen

When all you have is just some primitive pointy tip polearm then you can only hold hold hold loh! Imagine if he has with him trebuchet, multiple firing crossbows etc, then he has so much more options.

Similarly in Bolehland, we can only long a fund and nothing else hence we can only wait it out. Now imagine if we can short sell funds or perhaps write and sell our own put or call options. Do much more we can do....rather than wait it out and tok-kok with strangers over the net.

xuzen

http://www.fundsupermart.com.hk/hk/main/re...?articleNo=9732

Idea of the Week: the Investment Value of BRIC  May 8, 2015

well 6-8 equity funds for diversification is really overdiversification.we cannot 'diversified'away from systematic risk even with 100 equity funds
suffice to say 70% TSM or large caps value+growth,25% small/midcap,15%small value would have been adequate.expense ratio for the latter 2 funds will be fairly substantial as churning or higher turnover rate than large cpas is not unexpected 
as for asset allocation- risk tolerance time horizon investment goal etc would determine/decides the portfolio of the investor

“Aberdeen Asset Management is among those reducing Indian holdings in favour of cheaper regional markets, contributing to the S&P BSE Sensex index's three per cent drop this year after a 30 per cent jump in 2014. The rupee sagged as much as 1.1 per cent on Thursday to the weakest level since September 2013.

India's gauge is the only one down this year in the BRIC group after rallies in Brazil, Russia and China. The Sensex's valuation of 15 times projected 12-month earnings is about 20 per cent higher than the MSCI Emerging Markets index….

"The issue with India is the price," said Hugh Young, a managing director in Singapore for Aberdeen, which oversees about $537 billion. "India is still not cheap to other Asian markets. We have taken two per cent out of India in total."

BRIC

The Brazilian, Chinese and Russian markets are among the world's best performers in 2015, even after declining recently. China's Shanghai Stock Exchange Composite index has jumped 27 per cent, Russia's Micex index is up 20 per cent and the Ibovespa Brasil Sao Paulo Stock Exchange index has climbed 14 per cent.

Earnings

Earnings for Sensex companies are estimated to grow about 31 per cent in the financial year 2016. That compares with about 13 per cent for the MSCI Emerging Markets Index.

Aberdeen's Young said if some of the Indian stocks the company's funds continue to hold underperform "badly," they'd consider adding to those holdings. The money taken from India is going to other Asian nations, including China, he said.

The problem for the wider Indian market is that earnings expectations look overly rosy, said Anil Ahuja, the Singapore- based chief executive officer of IPEplus Advisors.

Expectations of as much as 18 per cent earnings growth in the year ending March 2016 are "highly questionable" given that profits rose about five per cent in the prior fiscal year, he said on Bloomberg TV India today.

The prospect of the Federal Reserve increasing U.S. interest rates in 2015 -- a move that BlackRock Inc. says threatens emerging markets -- may add to concerns about India's earnings outlook..."

All my funds now in red except kgf..lol time to add more to those funds

If you're confident over his presidency, then you should consider:

EASTSPRING INVESTMENTS INDONESIA EQUITY MY FUND

URL: http://www.fundsupermart.com.my/main/fundi...number=MYPRUIND

This thread seems quiet lately.

currently Sensex index down 2%....if this hold...then i expect Manulife india to drop about 1.0%...(wild guess) 

I have been spicing up by posting a lot of articles.

Looks like several forumers MIA recently.

now here come more than spices.....
here come the "asteroid"

RM3.6b ‘asteroid’ to hit 1MDB this September, MP claims

- See more at: http://www.themalaymailonline.com/malaysia...h.HqiYXPPO.dpuf

he has been true for some things...will this time be true too?

yklooi  3 more months b4 Sept...  

im one of the vultures 
btw love how you are always sharing your thoughts. very insightful.

Reduced my China Growth Fund from 10 to 5%
(after this reduction..still have 18% HK/China Exposure).
Switched into Japan Growth Fund 2% now total is 5%
and switched balance into Select Opportunity.....
Switched my PM PIDF to PAIF...
revamping of portfolio still have core funds GTF and KGF to go.....

I am also quite skeptical about it. The annual yield for CMF is about 3.6% right, and our inflation is around ~3.xx right ?

So, does CMF hedge the inflation ? I am not sure about my theory up here, anyone to clarify ?