Fundsupermart.com v13, Merry X'mas and Happy 牛(bull!) Year
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 Feb 29 2016, 03:58 AM
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Senior Member
669 posts Joined: Jan 2005 From: Kandang Lembu, KL 
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lee sook yee is expecting volatility this year and negative on local economy, she's overweight on construction and infrastructure sectors
she's cautious about export counters especially in 2nd half of the year when rm recovers she see oil bottoming out in 2nd half of the year for asean region, she's overweight in indo and thailand. she does not believe a global recession to happen but expect a slower growing economy |
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Feb 29 2016, 10:39 AM
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Senior Member
4,440 posts Joined: Jan 2010 From: Kuala Lumpur 
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Again another bloodbath in China this morning. When will this stop?
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Feb 29 2016, 01:29 PM
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All Stars
48,488 posts Joined: Sep 2014 From: REality
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QUOTE(repusez @ Feb 29 2016, 03:58 AM) lee sook yee is expecting volatility this year and negative on local economy, she's overweight on construction and infrastructure sectors thanks for sharing some of the info she's cautious about export counters especially in 2nd half of the year when rm recovers she see oil bottoming out in 2nd half of the year for asean region, she's overweight in indo and thailand. she does not believe a global recession to happen but expect a slower growing economy   so what se said about myr to recover 2nd half of the year is same like others people said. This post has been edited by nexona88: Feb 29 2016, 01:30 PM |
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Feb 29 2016, 01:30 PM
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Senior Member
3,815 posts Joined: Feb 2012
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Warren Buffett is betting on America. Will you bet on Tits?
QUOTE It’s an election year, and candidates can’t stop speaking about our country’s problems (which, of course, only they can solve). As a result of this negative drumbeat, many Americans now believe that their children will not live as well as they themselves do. That view is dead wrong: The babies being born in America today are the luckiest crop in history... For 240 years it’s been a terrible mistake to bet against America, and now is no time to start. America’s golden goose of commerce and innovation will continue to lay more and larger eggs. America’s social security promises will be honored and perhaps made more generous. And, yes, America’s kids will live far better than their parents did. http://www.berkshirehathaway.com/letters/2015ltr.pdf (p7-8) |
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Feb 29 2016, 02:27 PM
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Senior Member
1,338 posts Joined: Sep 2012
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Anybody encountering problem paying via cimbclicks fpx?
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Feb 29 2016, 03:08 PM
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Senior Member
614 posts Joined: Nov 2011
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QUOTE(nexona88 @ Feb 29 2016, 01:29 PM) thanks for sharing some of the info Does that mean it is a good time now to accumulate more units? so what se said about myr to recover 2nd half of the year is same like others people said.  |
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Feb 29 2016, 04:10 PM
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Newbie
6 posts Joined: Feb 2016
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Just created a sample portfolio, any comments?
25% RHB Asian Total Return Fund 5% CIMB-Principal Global Titans Fund 5% RHB-GS US Equity Fund 5% TA European Equity Fund 10% CIMB-Principal Asia Pacific Dynamic Income Fund 10% Affin Hwang Select Asia (Ex Japan) Quantum Fund 10% CIMB-Principal Greater China Equity Fund 15% Kenanga Growth Fund 7% Eastspring Investments Small-Cap Fund 8% AmPrecious Metals |
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Feb 29 2016, 04:19 PM
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Senior Member
5,143 posts Joined: Jan 2015
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QUOTE(charcoalyik @ Feb 29 2016, 04:10 PM) Just created a sample portfolio, any comments? 25% RHB Asian Total Return Fund 5% CIMB-Principal Global Titans Fund 5% RHB-GS US Equity Fund 5% TA European Equity Fund 10% CIMB-Principal Asia Pacific Dynamic Income Fund 10% Affin Hwang Select Asia (Ex Japan) Quantum Fund 10% CIMB-Principal Greater China Equity Fund 15% Kenanga Growth Fund 7% Eastspring Investments Small-Cap Fund 8% AmPrecious Metals  looks good.....you created your self?why 25% RHB ATR? (fyi, this fund is NOT like ordinary FI funds...this is more like EQ fund in terms of volatility) may I suggest you use the Polarbearz file excel file which is downloadable in post #1. key in the necessary details to enable a much more detailed overview of the countries allocated. (currently I think you will have about >17% in China/HK) |
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Feb 29 2016, 04:49 PM
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Senior Member
10,001 posts Joined: May 2013
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China Stocks Tumble Toward 15-Month Low as Stimulus Bets Unwind
http://www.bloomberg.com/news/articles/201...eting-concludes Another bad day for Asia Pacific markets |
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Feb 29 2016, 05:03 PM
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Senior Member
2,525 posts Joined: Sep 2013
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QUOTE(wil-i-am @ Feb 29 2016, 04:49 PM) China Stocks Tumble Toward 15-Month Low as Stimulus Bets Unwind mine is very heavy in asia pacific. gone lahttp://www.bloomberg.com/news/articles/201...eting-concludes Another bad day for Asia Pacific markets |
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Feb 29 2016, 06:26 PM
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Senior Member
5,143 posts Joined: Jan 2015
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Feb 29 2016, 11:14 PM
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Senior Member
808 posts Joined: Apr 2009
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QUOTE(T231H @ Feb 29 2016, 06:26 PM) Will u attend? |
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Feb 29 2016, 11:22 PM
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All Stars
48,488 posts Joined: Sep 2014 From: REality
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QUOTE(T231H @ Feb 29 2016, 06:26 PM) too bad it's in Johor  KL don't have? |
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Feb 29 2016, 11:29 PM
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Senior Member
3,838 posts Joined: Sep 2013
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http://www.bloomberg.com/news/articles/201...nous-sign-chart
singapore small firms dont look good either |
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Mar 1 2016, 09:57 AM
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Senior Member
5,806 posts Joined: Aug 2007 From: PJ | Tokyo
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Wanna ask, what do you guys see in Eastspring? Just recently invested in, small amount though. Not really sure if that's good. Having plans in investment but not sure if which is good UT/investments to go for.
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Mar 1 2016, 12:25 PM
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Senior Member
5,143 posts Joined: Jan 2015
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QUOTE(Belphegor @ Mar 1 2016, 09:57 AM) Wanna ask, what do you guys see in Eastspring? Just recently invested in, small amount though. Not really sure if that's good. Having plans in investment but not sure if which is good UT/investments to go for. what do I see in Eastspring?....from the attached, I see many things...some I liked, some I don't like. some are within my risk appetite, and some are not. when got time, do read this.....while waiting for more value added responses.... http://www.fundsupermart.com.my/main/school/school.svdo Attached thumbnail(s) 
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Mar 1 2016, 12:38 PM
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Senior Member
5,143 posts Joined: Jan 2015
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QUOTE(nexona88 @ Feb 29 2016, 11:22 PM) too bad it's in Johor KL don't have? wanna try this?http://www.phillipfutures.com.my/education/seminars/ Attached thumbnail(s) 
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Mar 1 2016, 01:45 PM
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Senior Member
3,815 posts Joined: Feb 2012
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QUOTE(T231H @ Mar 1 2016, 12:38 PM) This one is about commodity trading kua... |
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Mar 1 2016, 01:47 PM
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Senior Member
4,440 posts Joined: Jan 2010 From: Kuala Lumpur
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My portfolio as of 26 Feb 2016:
1) CIMB Global Titans (32%) - bought in April 2015 - up 0.01% 2) Ponzi 2.0 (29%) - bought in April 2015 - down 10.78% 3) Big Cap China (22%) - bought April 2015 - down 25.58% 4) Aberdeen Islamic (17%) - bought Feb 2015 - down 6.88% Portfolio overall down by 10.67% Should I dilute my holdings in Big Cap China? Doesn't seem to be going anywhere and China isn't looking good at all this year. |
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Mar 1 2016, 02:20 PM
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Senior Member
1,820 posts Joined: May 2010 From: Kuala Lumpur
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Monthly KGF topup done
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