Time to horde all the gold now

horde ALL??
Top 10 Countries with Largest Gold Reserves
http://www.fundsupermart.com.my/main/resea...?articleNo=5803

why no Malaysia?

suda jual semua kah

Spore also not in wor...

Our Ponzi 1.0 have been laggard... anyone selling? notice quite a number have been topping up

Changes To Star Ratings For 2Q 15: Upgrading Japan & Initiating Chinese A-Share Coverage

At the end of each quarter, we review our calls on the various regional and single-country equity markets under our coverage to assess each market's attractiveness as an investment proposition both on a standalone basis, as well as with respect to other markets. In our quarterly star rating exercise, we look at key valuation metrics like PE and PB ratios, expected earnings growth, as well as excess earnings yield to determine how attractive a particular market is. In addition, we consider the economic outlook utilising both consensus forecasts, as well as our own assessment of longer-term economic prospects. Our methodology not only incorporates both top-down and bottom-up forecasts, but also includes qualitative adjustments where necessary to achieve reasonable estimates of target upside for each market under our coverage over a 3-year horizon. After reviewing our star ratings at the end of 2Q 15, we adjusted our ratings on the Japanese equity market as well as initiate ratings on the local Chinese equity market.

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=6060

Sushi-land is being upgraded to 3.5

Ponzi 1.0 and 2.0 comparison of DIFFERENT animal thou


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but...both are Ponzi!

Maybe can demote their status or strip off the title.

Global Titanic is the new Ponzi?

IRR remain strong...for me it's at 30%+

fsm remains cautious about titanic hmm.... ponzi 3.0?

wondering if possible interest hike will push asia ex japan bonds and equities down.. if so, more laggard...

from the recent seminar
Developed Markets - CIMB-Principal Asset Management Berhad

US
· More bad news as more downside forecast for global growth
· Falling global inflation leads to lower interest rates
· Many countries having easing policy rate as inflation rate is trending lower
· US may delay interest rate hike as slow global growth
· US Interest rate will hike eventually however will be accommodative and gradual way

Europe
· ECB quantitative easing – liquidity injections to banks translating to increase lending to the private sector; retail & economic indicators improving
. Greek is not a tragedy, small % of Euro GDP. Cautious on contagion risk

Japan
· Bank of Japan (“BOJ”) to accelerate QQE in 4Q15 as inflation remains subdued and salary growth allows room for more stimulus
· In Japan Equity – PE Valuation remains well below those at the peaks of Nikkei 225 (As at 24 June 2015, PE:16.0, PB:1.44, Dividend Yield: 1.60)
· Wage growth turned positive supported by tight job market
· Business sentiments and consumers confidence is on the recovery track

Why CIMB-Principal Global Titans Fund?
· Recovery play – Take advantage of the economic recovery
· Attractive earnings growth (in US and Japan) and Attractive valuations (in Europe)
· Capture growth opportunities from investments in global companies with leading brands
· Benefit from investing in a fund that combines the capabilities of TWO global managers – PGI and Schroders

Oil slips below USD50

from FSM
· Rising interest rate in the US not necessarily point towards a crash in equities
· Maintaining overweight in equities as bull market has more room given the loose monetary policies by central banks
· However, as yields rise and market equity markets get more expensive, bonds may become more interesting

from Kenanga
► Situational - bargain hunting in beaten down sectors. Value emerging post sell-down in small to mid-cap stocks and selected oil & gas names
► Near term focus on beneficiaries of falling oil and commodities prices (e.g. utilities) and forex volatility (beneficiaries of strong US dollar & weak Yen namely technology, rubber gloves, plantation and autos)

Airlines...logistic companies...

Since I am reading Ben Graham's The Intelligent Investor, I quote one paragraph...



- The Intelligent Investor, Benjamin Graham, Revised Edition, p31

I remember there were people who bought GOB or CARLSBERG in October because of Oktoberfest

And hence...see what happened to AirAsia and Century recently?

If go in now...slowpoke liao!

won't translate into lower retail fuel price for us..
reason gomen would say is weaker MYR

but O&G stock sure get another round of sell-off

REFORMASI!!!

CIMB GTF climbed higher to 0.8512