The Time for Reckoning...
Aberdeen 2016 Market Outlook roadshow which was held in Singapore on November 27.
https://secure.fundsupermart.com/main/artic...Reckoning-11117

Where are you positioned for next year?
....Malaysia, there’s been such a valuation adjustment that we’ve gone from an 11% underweight to the respective indices – in effect, having zero exposure earlier in the year – to about a 3% underweight today. We should be probably neutral by the end of this year. The market’s still cheap and if there are more Fed-induced wobbles we might even end up overweight.
What’s the case for Asian equities?
JT: Valuations always matter and the advantage of markets today is that, based on a forward price-to-earnings ratio, Asia is trading at a roughly 20% to 25% discount to global equities, that’s around 13 times earnings versus 17 times for the world index. On a trailing price-to-book basis, local markets are trading well below their 10-year average. So a compelling story in aggregate and the reason we’re quite excited. Obviously individual markets and sectors vary, some are more expensive than others, and it’s fair to say that India as a market is still a relatively expensive one, certainly in contrast to Singapore. The Philippines would be another. So you have to be selective, and that’s where our stockpicking approach comes in. We’ve been adding to stocks in China and Indonesia this year thanks to increased volatility.


someone here had been doing that constantly......topping up more when there is volatility.
someone here had not been doing that frequently......stopped topping up when there is volatility...

Yup. Xmas Shopping

You want to listen to the Aberdeen the Holland trip specialist?

with this kind amount of money being poured into them, i'm wondering how many people are paying for THAT trip too.


Attached image(s)

Just invest in ponzi 2.0

Only 1 fund? Planning to build a portfolio or just concentrate on this fund so to make you IRR "higher"?

nice one.. good for u

No need to check as the rate is around 4.30 +/- 5% unless u expect MYR to appreciate

got to be kiasu a bit to get the powerbank, i think only have about 100 pieces or less available last year and there's already a long queue before the exhibition hall start to open ie around 830am need to queue

but u're not missing much on the free powerbank, it's poor in quality and spoilt after using for few months.

dunno whether this is true or not, but usually after we gave names to funds like ponzi fund or ponzi 2.0, they'll perform well for a short period of time and then the performance is muted for the next few quarters, hehe

This post has been edited by repusez: Dec 19 2015, 05:43 PM

...and the funds that we curse spring back to life?

Come come, let us all curse Aladdin fund

Waiting more bullet to purchase other fund. Mean while start with ponzi first.

well free stuff normally low quality & don't last long want powerbank, buy ownself & it's way better

Welcome to UT investment!

do read 1st page for all good info

I am reversing my earlier decision to take profit from Titan. Instead now I am topping up on Titan to ride on the upward momentum of the Fed rate hike and MYR/USD forex.

On the local front, I am under-weighting local big cap / blue chip / index linked fund; neutral / hold on small-cap and going towards over-weighting on local corporate bond.

Xuzen

This post has been edited by xuzen: Dec 19 2015, 09:47 PM

Welcome and

The FORCE is strong in this thread!

because 'The Force Awakens'

your balls lose credibility liao

Let's go for some Ruskies & Bras - leave the Global Tits to Xuzen's balls
However, i'm in sync with his balls on MY stuff... personally still holding too much %

This post has been edited by wongmunkeong: Dec 19 2015, 10:16 PM