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Fundsupermart.com v13, Merry X'mas and Happy 牛(bull!) Year
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river.sand
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Jan 9 2016, 08:57 PM
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QUOTE(David83 @ Jan 9 2016, 05:49 PM) Those who want to go for China fund. H shares PE is at around 6. Can consider Manulife China Equity Fund. H shares is at nearing its historical low PE. A bit confused with A shares & H shares. Wanna ask... According to Ponzi 2.0 fund fact sheet, 24.85% of the asset is invested in Hong Kong, and 5.22% in China. So the China ones are all A shares? H shares are included in HK? Attached image(s)
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nexona88
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Jan 9 2016, 09:03 PM
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A Share - Shanghai and Shenzhen stock exchanges
H Share - a company incorporated in the Chinese mainland that is listed on the Hong Kong Stock Exchange
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adele123
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Jan 9 2016, 10:45 PM
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QUOTE(Kaka23 @ Jan 9 2016, 05:45 PM) Takut Top up india fund. The rest, not touching.
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river.sand
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Jan 9 2016, 10:46 PM
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QUOTE(nexona88 @ Jan 9 2016, 09:03 PM) A Share - Shanghai and Shenzhen stock exchanges H Share - a company incorporated in the Chinese mainland that is listed on the Hong Kong Stock Exchange I know this, but you haven't answered my questions.
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SUSDavid83
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Jan 9 2016, 10:49 PM
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QUOTE(river.sand @ Jan 9 2016, 10:46 PM) I know this, but you haven't answered my questions. Previously before the liberalization, China is usually referring to H-shares while Hong Kong is purely HSI. Now, it's rather confusing and it's up to the FM to make their own definition. LOL
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adele123
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Jan 9 2016, 10:50 PM
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QUOTE(river.sand @ Jan 9 2016, 08:57 PM) A bit confused with A shares & H shares. Wanna ask... According to Ponzi 2.0 fund fact sheet, 24.85% of the asset is invested in Hong Kong, and 5.22% in China. So the China ones are all A shares? H shares are included in HK? I think la, you are right. Cause basing it on the top holdings listed below in that fund fact sheet... Makes more sense.
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cheahcw2003
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Jan 9 2016, 10:56 PM
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QUOTE(Kaka23 @ Jan 9 2016, 06:11 PM) Always do last minute ma... 16th the share market is on the downward trends not sure 16th may not the right time to buy yet, although can save some om the sales charges?
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SUSDavid83
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Jan 9 2016, 11:10 PM
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The outlook for 2016 is pretty neutral based on the summary of today's seminar.
Bullish market like China and India also cautiously phrased with stocks selection rather than general broad market.
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T231H
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Jan 9 2016, 11:54 PM
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the various differences between the China A, B , and H shares, and red chips. China A shares are shares of Chinese companies that are listed on the Shanghai and Shenzhen stock exchanges which only local Chinese investors may invest in. China B shares are shares on these markets in which previously only foreign investors may invest in. Now, with the relaxation of regulations, local investors may also invest in these shares. Finally, there are also H shares which are Chinese companies listed on the Hong Kong stock exchange, and red chips, which are companies with Chinese links listed on the Hang Seng stock market in Hong Kong. Increasingly, the line is being blurred between H shares and red chips. https://secure.fundsupermart.com/main/resea...7?articleNo=514This post has been edited by T231H: Jan 9 2016, 11:54 PM
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MUM
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Jan 10 2016, 12:29 AM
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QUOTE(T231H @ Jan 9 2016, 11:54 PM) the various differences between the China A, B , and H shares, and red chips. ............. A quick note for the investors in FSM MY is that China funds on FSM MY platform invest mainly in the China H-Share market. http://www.fundsupermart.com.my/main/resea...gain-!-6686
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T231H
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Jan 10 2016, 12:56 AM
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QUOTE(twhong_91 @ Jan 9 2016, 06:25 PM) Guys, for Titan, if RM strengthen against USD then Titan fund will go up right?  looks likely when the RM strengthen....then Titan performance "may not" be so good... ......For 3Q 2015, funds within the top performing list were a mixed bag of equity funds that invest in various markets, with a considerable amount of the listed funds having exposure to developed nations. For some of these funds, the returns arising from the ringgit depreciation, against the currencies of these nations (see Chart 2), outweighed the decline of their holdings’ returns, resulting in these funds delivering positive returns for investors.... http://www.fundsupermart.com.my/main/resea...erformance-6391
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Kaka23
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Jan 10 2016, 06:02 AM
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QUOTE(David83 @ Jan 9 2016, 11:10 PM) The outlook for 2016 is pretty neutral based on the summary of today's seminar. Bullish market like China and India also cautiously phrased with stocks selection rather than general broad market. They got say anything on Malaysia market and SEA market?
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Kaka23
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Jan 10 2016, 06:03 AM
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QUOTE(adele123 @ Jan 9 2016, 10:45 PM) Takut Top up india fund. The rest, not touching. Aiyo.. Long term ma..  Nvm.. Still got one week for you to think if want to top up others..
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river.sand
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Jan 10 2016, 07:05 AM
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QUOTE(adele123 @ Jan 9 2016, 10:50 PM) I think la, you are right. Cause basing it on the top holdings listed below in that fund fact sheet... Makes more sense. Yah, you're right. China Mobile (H shares) come under HK. That means for Ponzi 2.0, A shares are down to 5.22%. Attached thumbnail(s)
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Kaka23
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Jan 10 2016, 08:54 AM
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Did some rebalancing to move more exposure to small caps..
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SUSyklooi
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Jan 10 2016, 09:44 AM
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QUOTE(Kaka23 @ Jan 10 2016, 08:54 AM) Did some rebalancing to move more exposure to small caps.. me too... my current intended portfolio plan for 2016 is now about 90% completed.... once completed will just have to wait to see desired results to materialize.... (wish could see some results in 3 mths  )  with constant itchy fingers and with no loyalty of funds in mind, just how to sit back and relax for the time being..... Attached thumbnail(s)
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T231H
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Jan 10 2016, 09:55 AM
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even if the results are very much positives.....will it last? do you have the stomach to hold on to it when it falls?....portfolio is best to have diversities... Tip #3: DIVERSIFY, DIVERSIFY, DIVERSIFY This is one tip or rule to bear in mind. By diversifying your money into different types of investments, you stand to reduce your portfolio risk as losses from some investments are offset by gains in others. In the long run, this strategy helps to increase your ability to take advantage of market gains. http://www.fundsupermart.com.my/main/resea...-Jan-2016--6682
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Kaka23
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Jan 10 2016, 10:12 AM
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QUOTE(yklooi @ Jan 10 2016, 09:44 AM) me too... my current intended portfolio plan for 2016 is now about 90% completed.... once completed will just have to wait to see desired results to materialize.... (wish could see some results in 3 mths  )  with constant itchy fingers and with no loyalty of funds in mind, just how to sit back and relax for the time being.....  Lets see our vision will bear us fruits this year..
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ohcipala
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Jan 10 2016, 10:16 AM
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QUOTE(yklooi @ Jan 10 2016, 09:44 AM) me too... my current intended portfolio plan for 2016 is now about 90% completed.... once completed will just have to wait to see desired results to materialize.... (wish could see some results in 3 mths  )  with constant itchy fingers and with no loyalty of funds in mind, just how to sit back and relax for the time being.....  No global /developed market fund?
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SUSyklooi
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Jan 10 2016, 10:34 AM
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QUOTE(Kaka23 @ Jan 10 2016, 10:12 AM) Lets see our vision will bear us fruits this year..  hope for the best....but just becareful...the postponement of the China Share sale ban that should expired on 8 jan 2016 just DELAYED the problems..... “All the ghosts of 2015 are right back front and centre in 2016,” says Fraser Howie, an expert on the development of China’s capital markets. http://www.ft.com/intl/cms/s/0/e38af180-b4...l#axzz3wnxUSBm3  but if this year it still did not bear fruits, which means "wasted" another year.......IRR diluted by another year AGAIN....  just don't know how to catch up the IRR liao.... 100% SC in 2017 perhaps?
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