IMHO, I think china is a bit scary. Look at all the news article. Property bubble, capital control, international china shopping spree sanction, china's fx reserve falling rapidly, the weakening yuan, Latest seizure of US underwater drone...

No harm putting 5-10% in it. Btw, TA tech does invest in china tech.

I got  cHina and I'm happy with it and like others have said treat it like you would approach a dragon. do it slow and steady or else you going to get toasted by the said dragon.
nope. TA Global fund fact sheets allocation is mostly Alphabet, Apple, Facebook and other US tech.  Not the right fund to be approaching China.

Nobody talks about Japan ? Wow, just made a comparison of these two Japan focus fund :-

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Have been going up like rocket for last 6 months, the EI one is about 40% return.

Yeap. don't be scared. it's good they are fixing their shit rather than be the old China where there were no controls. all this started after the meeting to open up China to the world and in order to first do that they need to reign in corruption and capital outflow. aussie now feeling the pain from that capital control as their property sector has been hit the past few months

nah not us. we are still busy trying to cover the ass of one guy and propping up one bigot party rather than trying to fix the issues that's slowly strangling us. perfect example is the 2017, where 90% of the budget was created as gifts to the civil service and the poor and no capital injection to bring up the economy.

Country specific funds or sector funds are usually high risk for obvious reasons. If something goes wrong with the country's share market or with the sector, the affected funds will sink very fast by -10% or more.

For example, China equity funds sank in early 2016 and the tech funds burst in year 2000. That is why conventional wisdom is that we should not invest more than 10% into each of the funds.

The above rule applies for Japanese fund, Australian fund, Indian fund, REITs etc. The exception could possibly be the US market and used to be the Malaysian market for me (because of the 'protection' by the government).

The rest of our equity funds should be in global funds or asia pacific funds or other funds which cover a wider range of countries.

As usual, my 2 cents worth.

Nope, I think you misunderstood me. What I meant is that the US market could be an exception where an investor could invest more than 10% of his portfolio. The chances of recovery in the long run is good even if the US funds dive more than 10%.

Ponzi 1 drop 3.67% to close at 1.4614 for NAV dated December 19th

none taken. we always have our bad days bro. understandable.  get your piles treated before Xmas brother.
Yeap most of Affin hwang assets declared dividend on the 19th. timing for me is impeccable as my Anita switch buy just half way complete yesterday so by tomorrow I get my 5k purchase into esther post dividend NAV. Not that it matters tho

legit debate here.

what if they get rid of it. how would they return us the dividends? how do they pull down the price of the fund that's already very "expenskve"? so far I understand the need of it just that maybe the execution on their side leaves much to be desired

[b]"are not all investments built on hopes?"

i wonder those who invested in Venezuela,  South Africa (before the black uprising happened) and Greece must have felt when the markets NEVER recovered. so yeah. hope and luck.

greatest fear I have is that malaysia goes into another recession. I went through 1998 one.  my father declared himself bankrupt and we ran to Brunei. four of us slept in a room that's no bigger than a pickup with bunk beds.  I am not going to go through another recession again.

lesson learnt. my dad became the guarantor for the company instead of his partners. when shit hit the fan everyone high tailed and he was left with the dying company. hence why I'm a little jittery when problems hit close to home and I take it very personal when our leaders or people around me keep saying not to worry. the economy is doing fine. Malaysia is a great place. it will recover.

I don't wanna go through another recession man. it's not fun.

I'm small fish la bro. lol
you can do this. say for this month you have 1k to put into your portfolio.

you can place 400myr into your fixed income, 200 to India, 200 to US, 200 to Ponzi 2.0.

if you have only myr 500 allocate per month, this month you allocate 300 for fixed income and another 200 to India. next month 300 for fixed income and 200 to US.

some of us here advocate 100% equity in the portfolio which is to me has high returns but very risky. I prefer to have a fixed income to have a place to lock my profits.

also gold is being bashed up because of US rates. I have no answer for that as I never believed in investing in precious metals.

well many tiers of investments.

Tier 1 Money market
Tier 2 Fixed Income
Tier 3 Balance funds
Tier 4 Equity.

for me fixed income beats FD by a long run and when you are helping managing your wife's portfolio, it's better to have a FI and balance fund. you dare to set all equity for her meh. I don't want o. she already say if I lose her money I'll need to top up for her.

ngaiti.

Is it not wise to keep the profit just to see it to go down (your second assumption)? Let's say I have profited RM100; should or should not I take the money out?

Personal i think for KLSE to regain growth momentum, it needs foreign funds. Local funds are the 'follow the wind' type, unlikely to take the lead.

It needs another quarter or so.

Unless we get capital injection/donation from the rich Arabs. Funds from other countries particularly USA, I think that's unlikely in near term.

We just need to monitor the currency. That the 'wind' indicator.

My 2c.