Eastspring Global Emerging Market fund has performed remarkably over the last 6 months. Ponzi 1 and 2 too.

Assuming if market talk of interest hike is true, will it be a good idea to dump global emerging exposure? Those market sure will take beating.

Global Titans? Why US than HK/China? Betting that US rate hike take place, money to flow back to US?

I'm thinking Asia Dynamic. Asia Quantum latest holding show 39% in Malaysia. That's too high considering I have Eastspring Small Cap.

Depending on how you look at it. money flow back to US. Stock fall, treasury yield go up also ma. where the money go?

All market also up. Not a good time to top up. Those regular DCA ok lah.

IRR boosted by precious metal lol

This post has been edited by TakoC: Oct 5 2016, 07:13 AM

Awesome!

My ROI and IRR reached historical high. Can't remember exact figure. But 18% and 7% thereabout.

Think will only top up after US election and again after Fed hike.

It's a long term game for IRR one la..

But don't need to be too happy la. Will bound to come down before year end one... If it can stay high for 3 months or so I will be happy..

Cut down which region?

I see every post so long I also don't feel like reading already. Lol

UT doing alright. But on the downside, want to top up and increase my portfolio size also cannot.

So now monitor stocks more closely. See got buy opportunity or not.

Yeah. And I don't remember seeing all these new names

Wah. Now even got CIMB DYNAMITE.

Last time we used to have AmDynamite. Hahaha.. Old timer will know

Actually sometimes I feel that see market movement as top up indicator is pointless.

I once did correlation testing between market index vs the market the fund is invested in. Very weak correlation.

Of course we as retail investor can only make use of what's available and make the best use out of it.. But just saying..

Not really la. I think most of the taikor here also know.

Just want to voice out because everyone seem to saying they top up following which market drop... But correlation is very weak.

If have Bloomberg terminal, can actually filter out the entire fund holding and it allows you to track the real time movement of the individual stock... If see big drop in the big shareholding then can maybe top up. Haha!

If u really create such an app, it come with a price too.

Bloomberg has that.. Membership cost thousand of ringgit..