oh lol. the problem with Vietnam is that it's poor capabilities as a high tech industrial complex, English proficiency and even the militaristic/communistic nature of its Goverment.

doubt a company would want to build a high tech factory there.

well is a good thing, this is due to our money out flow, expecting to lower by 2 to 3 % range more in coming few weeks

INDIA fell a lot today. is it the rail accident?

Not enough notes because of surprise phase out of the 500 and 1000 notes.

it will take 6 months for moodi to recover from this and allow the new notes to be produced / release into the financial system. just a minor setback and using this opportunity to buy in more funds

Don't be so confident bro we are going to the shitters because we haven't paid our due for Bank Negara for keeping our currency a float for the past two weeks. we actually will be worst than we are now. if this continues till February  I'm dumping all Malaysian funds and switching them to EM and Asia ex Japan.

BTW anyone planning to top up this week? I am now thinking of taking cimb China

Just purchased my first funds in China thus expanding my portfolio's geographical coverage further

the reason why modi withdraw the note is to curb illegal money..

but those fellow also pandai.. where got keep hard cash one..

already converted into others assets like foreign currency, gold, foreign properties etc.   
(learn from the best here in Bolehland)

Turkeyland?

u mean the country, Republic of Turkey 

why needs to move the money there?

cannot elsewhere? not like Turkey is tax haven country

BNM maintains OPR at 3%.

Any effect towards our funds, especially bond funds?

anyways I came upon this propaganda news reporting from The Star saying we will recover.

KUALA LUMPUR: Malaysia’s economic growth momentum is expected to stabilise in 2017, on the back of resilient domestic demand and improving prospects for external demand, says RAM Ratings Services Bhd.

In a statement today, RAM Ratings projected gross domestic product growth of 4.5% in 2017, slightly better than 4.2% expected this year.

“The marginal improvement in Malaysias expected growth trajectory remains supported by resilient domestic demand,” it said.

However, the broad-based recovery in business and consumer sentiment was not widely envisaged next year as sales of durable goods had yet to show sustained momentum and the lack of any impetus for businesses to expand capacity, it said.

“Nonetheless, private consumption should still be buoyed by demand for basic necessities and a normalisation of labour market conditions. Growth in this area is projected to reach 6% in 2017,” it said.

New loophole found to invest in SG
Via FSM

Topped up Dragon fund, RHB AIF and Ponzi 2.0 in total 1k this morning.

do you have AmAsia REIT fund? have you done a comparison between their correlation and their potential of return vs their risk ratio?

legit question as most popular REIT currently is AmAsia

Found an exit plan for my Malaysian funds if it goes further south.

Eastspring small cap will be switched to eastspring investment global emerging market fund as it has an allocation of Russian Federation, Brazil and South Korea (majority in china followed by South Korea)

My portfolio will now weigh heavily on china, Hong Kong, Taiwan, South Korea, Thailand and Russia with majority of it being under industrial, information and financials via ponzi 2 and rhb asian income fund while leaving TA global to allow me to invest in US based tech companies like Facebook, Microsoft, apple and alphabet while reducing allocation into Indian until it sort so out it's currency woes in 6 months time then jump back in.

Leaving libra Anita as my only allocation within Malaysia until the economy recovers.

Now I can finalize my portfolio of 2017

A whole bunch of micro-level arguments.

But you missed the most essential point about UT. We may debate high and low about economies, geographies, asset classes, and even Trump-ism (how do you spell that?).

And it doesn't matter. What you may decide about how the fund should perform, the Fund manager/individual may/could go and do something else, completely different. And you have no control over that.