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Fundsupermart.com v15, 基金超市第十五章 - Rise the Dragon
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Ramjade
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Oct 21 2016, 10:47 PM
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QUOTE(AIYH @ Oct 21 2016, 10:41 PM) That's why stick to one PRS funds to minimize the charges  Otherwise say you want to diversify, into 4 PRS funds for example, same total amount you kena 4 times annual fee  Then stick to one PRS fund better right  So true. After all they are feeder funds. So how they perform = how the parent perform. So since they want to charge, will just buy 1.
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MUM
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Oct 21 2016, 10:54 PM
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QUOTE(AIYH @ Oct 21 2016, 10:46 PM) But since you take advantage of the tax relief, you will most likely contributing every year right  Since the annual fee is per active fund basis, would you invest 4 PRS funds or only focus on one PRS fund?  Unless they decided to stop the incentive, then it might be insignificant la  at a toss of 1x10 cent and 1x20 cents coins? assuming 2x head = Amasia reit 2x tail = Cimb Asia pac 10 cent coin head 20 cent coin tail = PRS growth 10 cent coin tail 20 cent coin head = PRS conservative... if one is calculative on the annual fees charges then, focus on one lah....
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MUM
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Oct 21 2016, 10:59 PM
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QUOTE(Michaelbyz23 @ Oct 21 2016, 10:46 PM) Just spent 50% of my incentives on Affin Hwang Select Asia (Ex japan) quantum fund.. Hopefully is a good timing  the mkts had just moved up the past weeks,...will it continue, stops or loosen abit before moving up again?...... Attached thumbnail(s)
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Michaelbyz23
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Oct 21 2016, 11:32 PM
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QUOTE(MUM @ Oct 21 2016, 10:59 PM) the mkts had just moved up the past weeks,...will it continue, stops or loosen abit before moving up again?...... Yea i saw it.. i think will move up, but we'll see.. cuz baru masuk my incentive.. need to spend it
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Avangelice
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Oct 22 2016, 09:17 AM
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QUOTE(MUM @ Oct 21 2016, 10:59 PM) the mkts had just moved up the past weeks,...will it continue, stops or loosen abit before moving up again?...... QUOTE(Michaelbyz23 @ Oct 21 2016, 11:32 PM) Yea i saw it.. i think will move up, but we'll see.. cuz baru masuk my incentive.. need to spend it  apologies. what do you guys mean by incentives
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prince_mk
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Oct 22 2016, 09:18 AM
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Asian And Emerging Markets To Return 40% Over Next Two Years!
In this article, we discuss why emerging markets, including Asia, are at an inflexion point for valuation re-rating and earnings upgrades. Based on this trend, we expect the PE of the Asian equity market to be re-rated to 16X over the next two years. We project Asian equities to offer a 40% upside by end of 2018.
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Ah SiAnG
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Oct 22 2016, 09:25 AM
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Getting Started

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QUOTE(Avangelice @ Oct 22 2016, 09:17 AM) apologies. what do you guys mean by incentives I suppose it means bonus from his company.
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puchongite
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Oct 22 2016, 09:30 AM
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QUOTE(prince_mk @ Oct 22 2016, 09:18 AM) Asian And Emerging Markets To Return 40% Over Next Two Years! In this article, we discuss why emerging markets, including Asia, are at an inflexion point for valuation re-rating and earnings upgrades. Based on this trend, we expect the PE of the Asian equity market to be re-rated to 16X over the next two years. We project Asian equities to offer a 40% upside by end of 2018. But most people in this thread don't seem to think highly of this segment. How many percent of exposure you have in it ?
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T231H
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Oct 22 2016, 09:42 AM
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QUOTE(puchongite @ Oct 22 2016, 09:30 AM) But most people in this thread don't seem to think highly of this segment. How many percent of exposure you have in it ? ya=lor, I never think highly of it too.... for me I just have abt 30% in Ponxi 1.0 & 2.0 28% in KGF and EISC 20% in EMBF  come to think abt it...is my allocation "highly" in Asia Pac /EM regions?
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AIYH
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Oct 22 2016, 09:44 AM
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QUOTE(T231H @ Oct 22 2016, 09:42 AM) ya=lor, I never think highly of it too.... for me I just have abt 30% in Ponxi 1.0 & 2.0 28% in KGF and EISC 20% in EMBF  come to think abt it...is my allocation "highly" in Asia Pac /EM regions?  Thats 100% in Asia Pac /EM regions
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puchongite
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Oct 22 2016, 09:47 AM
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QUOTE(T231H @ Oct 22 2016, 09:42 AM) ya=lor, I never think highly of it too.... for me I just have abt 30% in Ponxi 1.0 & 2.0 28% in KGF and EISC 20% in EMBF  come to think abt it...is my allocation "highly" in Asia Pac /EM regions?  I think people here think highly of Asia Pacific but not EM per se. Your % in EM is considered fairly high already vs others. Maybe because Asia Pacific is already EM. This post has been edited by puchongite: Oct 22 2016, 09:56 AM
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puchongite
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Oct 22 2016, 10:06 AM
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So after the budget what do you guys think of Malaysian UT ?
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_azam13
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Oct 22 2016, 10:10 AM
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Getting Started

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QUOTE(puchongite @ Oct 22 2016, 10:06 AM) So after the budget what do you guys think of Malaysian UT ? Unless we know which stocks the fund manager gonna choose... nothing has changed, just select UT funds like we usually do
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puchongite
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Oct 22 2016, 10:14 AM
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QUOTE(_azam13 @ Oct 22 2016, 10:10 AM) Unless we know which stocks the fund manager gonna choose... nothing has changed, just select UT funds like we usually do Not doing any rebalancing ? eg shifting in/out KGF ?
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Avangelice
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Oct 22 2016, 10:42 AM
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QUOTE(puchongite @ Oct 22 2016, 10:06 AM) So after the budget what do you guys think of Malaysian UT ? it may affect it as people will now push to buy more prs funds to take advantage of the free 1k allowance. which feeds into their respective UTs. more funds for fund managers
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_azam13
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Oct 22 2016, 11:02 AM
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Getting Started

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QUOTE(puchongite @ Oct 22 2016, 10:14 AM) Not doing any rebalancing ? eg shifting in/out KGF ? I don't have malaysia-specific funds anyway.. my exposure is through my Asia Pac funds.. if my Asia Pac UT fund managers now think some Malaysian stocks are good to buy then they will..
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Ramjade
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Oct 22 2016, 11:03 AM
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QUOTE(Avangelice @ Oct 22 2016, 10:42 AM) it may affect it as people will now push to buy more prs funds to take advantage of the free 1k allowance. which feeds into their respective UTs. more funds for fund managers Er, I think what puchongite meant is outlook on the malaysian market. Will the budget cause the economy to roar back to life/bring it further under water.
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SUSPink Spider
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Oct 22 2016, 11:40 AM
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Can someone take over TS-ship of this thread? I'm tired of those jokers (you know who) keep on reporting posts like a sore baby calling for his momma every now and then. I give u guys some time to see who wants to volunteer to be new TS. I'm closing this thread by 12:30PM.
I propose AIYH.
This post has been edited by Pink Spider: Oct 22 2016, 11:41 AM
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cheahcw2003
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Oct 22 2016, 11:40 AM
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QUOTE(Avangelice @ Oct 22 2016, 10:42 AM) it may affect it as people will now push to buy more prs funds to take advantage of the free 1k allowance. which feeds into their respective UTs. more funds for fund managers How are the investors benefitted from the changes in PRS? Before that can buy up to 3,000 with tax advantage. Now additional RM1000?
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MUM
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Oct 22 2016, 11:43 AM
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QUOTE(Ramjade @ Oct 22 2016, 11:03 AM) Er, I think what puchongite meant is outlook on the malaysian market. Will the budget cause the economy to roar back to life/bring it further under water.
got this from TheSTAR Budget 2017: Muted market reaction expected, say experts http://www.thestar.com.my/news/nation/2016...arket-reaction/
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