Mine all read except KGF and Aberdeen which is hanging by the thread. But major losses by Manulife India and RHB Bi Cap China.

Even European stocks took a good beating yesterday. I expect Asia to follow suit today. Its gonna be a bloodbath today unless a miracle happens.

Do not follow the herd into Chinese stocks
http://www.ft.com/intl/cms/s/0/7fc374cc-e8...l#axzz3YkQOK2sp

Global stocks decline on weak results, soft US growth; Fed statement digested
http://www.scmp.com/business/markets/artic...h-fed-statement

The problem is we don't know if this is a sign of the bull run turning bearish or just a short slump which provided more buying opportunities. Yesterday was a particularly bad day for Europe and I was expecting that region to be more stable than the Greater China region. But it took a bad hit.

Im tempted to pump in more money since many funds are at an all time low for 2015 but on the other hand I don't want get caught by a bear market.

Wow...this is news. I surely didn't know this. Thanks for this piece of info.

Stocks likely to benefit from the smart cities programme

http://economictimes.indiatimes.com/market...ow/47102693.cms

Good news to stay invested in India?

How to gird yourself for the next stock market correction

http://www.marketwatch.com/story/how-to-gi...tion-2015-04-27

This is a good article which sorta summarises what we should be doing. So ive decided not to sell off any of my holdings. But I may take advantage of the drop in prices to pump in more money.

What do you sifus think of this? Doesn't sound like the usual doomsday talk. The charts are quite scary don't u think?

Why the Next Stock Market Crash Will Happen Any Day Now

http://www.newsmax.com/Finance/MKTNews/Mar...3/01/id/492699/

Well im planning to include 1 more fund today (Maybe a Japan focused fund) or pump in more cash into Ponzi 2.0 or Aberdeen.

My fund portfolio currently:

RHB-OSK Big Cap China Enterprise - 25%
CIMB Principle Asia Pacific Dynamic Income - 20% (
Kenanga Growth Fund - 15%
Manulife India Equity - 15%
CIMB Global Titans - 15%
Aberdeen Islamic World Equity - 10%

What does Schroder -ISF and Principal GLB in the CIMB Global Titans fund mean? I know they are mutual funds but cant seem to figure out what ISF and GLB mean.

I have ample cash reserves. Maybe I loan to u at 7% interest?

No offense at all. Happy to get advise. I know nothing about bond funds or how it works or the income levels?

Care to briefly explain?

I have the bulk of my cash reserves sitting in ASB which is why I went aggressive in my fund portfolio. Not sure if that was a good move? Do I still need bond funds?

Good time to go into Japan now? After the drop yesterday and expected to continue today?

Besides Affin Hwang and Global Titans, any other good funds with exposure to Japan?

Global Titans is US focused while Aberdeen is Europe focused. With the slowdown in US and outflow of money, Aberdeen seems a better bet.

So Affin Hwang Japan Growth Fund?

Nikkei is the worst performing stock market now. Dropped more than 514 points or 2.57% today.

This post has been edited by cybermaster98: Apr 30 2015, 01:45 PM

I thought my portfolio is more aggressive, but seems like your portfolio is more risky. U have to balance with the inclusion of Europe. For the past week, Aberdeen is my best performing in terms of % of losses.

Plus this week has been a bloodbath for all stock markets. I think early next week will be a good buying opportunity. Should seriously consider Japan too.

My current holdings are:

RHB-OSK Big Cap China Enterprise - 25%
CIMB Principle Asia Pacific Dynamic Income - 20%
Kenanga Growth Fund - 15%
Manulife India Equity - 15%
CIMB Global Titans - 15%
Aberdeen Islamic World Equity - 10%

So based on my portfolio now, my cumulative exposure to key markets is as follows:

1) Hong Kong – 36%
2) Malaysia – 15% (previously 75%)
3) Europe – 14%
4) US – 12%
5) China – 6%
6) Japan – 5%
7) Singapore – 5%
8) Australia – 4%
9) India – 3%

Im gonna do one or all of the following early next week:

1) Put in more money into Ponzi 2.0
2) Put in more money into Aberdeen since yesterday was a big drop (and possibly today)
3) Put in more money into Manulife India (NAV is at the lowest since Jan this year so probably good time to increase)
4) Buy Affin Hwang Japan Growth Fund


This post has been edited by cybermaster98: Apr 30 2015, 03:46 PM

So small why bother investing la? Take a bit more risk la.

I have about 85% of funds in ASB so im playing around with just 15% here. That's why my portfolio is aggressive but even though its aggressive, u must still balance risks.

This article might help you with your decision making:

http://www.marketwatch.com/story/how-to-gi...tion-2015-04-27

Don't think it can tally since one % is for the fund and another % is for the country exposure?