The heads of our four investment platforms identified the key themes they anticipate will guide investment decisions in 2017.
Author : Neuberger Berman Asia Limited
SOLVING FOR 2017

http://www.fundsupermart.com.hk/hk/main/re...-for-2017-12922

found this....
"In 2007-2009, the major industrialized countries suffered a severe financial crisis, the effects of which are still being felt in Europe and the US.  This was the biggest recession worldwide since the Great Depression of 1929, which is why it is often referred to now as the Great Recession.

But China and many other countries in the so-called developing world were not severely affected by the Great Recession at all.  In fact, during the period in which unemployment increased so dramatically in North America and Europe, China and other nations of the Global South, as well as Russia and some other places, enjoyed record growth rates, fueled by high commodity prices and China's rapidly urbanizing population and export-driven industry."

https://www.quora.com/What-are-the-effects-...-worlds-economy

more on google
https://www.google.com/?gws_rd=ssl#q=impact...other+countries

I am not a bro la...
I google but some articles mention stock in it, so I get quite confused

I found an old article that gives "a brief explanation on what a REIT is, the benefits and the risks involved"
https://www.fundsupermart.com.my/main/resea...-Nov-2012--2876

hope it can help abits....

so now what? Let go esther? Go full metal jacket? oh wait, this is from HONG KONG team. well we aint got much choice now do we?

http://www.fundsupermart.com.hk/hk/main/re...endedFunds.svdo

Now how many of those equities are open to us?

This post has been edited by Avangelice: Dec 20 2016, 09:22 PM

this article is FSM MY....
Key Investment Themes and 2017 Outlook
December 6, 2016

What should investors do?
Overweight equities vis-à-vis bonds
Seek out safer bonds for capital preservation in fixed income
https://www.fundsupermart.com.my/main/resea...17-Outlook-7780

Hi all,

What are your thoughts on Manulife US Equity fund as an exposure to US equities market?

Thanks!

ill wait for the seminar thats happening next month then, you going bro?

some of us have it. I just placed 5k into it one go.

most probably not.....


This post has been edited by T231H: Dec 20 2016, 09:41 PM

Bagus punya unit trust fund . I am allocating 15% of Manulife US equity into my portfolio.

Xuzen

what is your take on FSM Ifast team to go 0% in allocation in bond funds in the coming year chief? Lots of white noise

Not long ago, a forumer link up an article from Phillip Mutual (owner of eUT platform) and the research team from Phillip is so defensive they allocated 55% into Money Market fund aka Cash fund.

Now, here we have another reseacrh paper from their rival, that is, FSM saying complete opposite, that is, they are overweight on equities aka stock market exposure.

Who is right, who is wrong.....

Like this how?

Be like Pokemon Go? Gotta buy em all......? Like playing roulette? Spread your chips all over the table?

or ...

...

...

Listen to the Crystal-Man™!

Xuzen

While there is currently a lack of opportunities in the fixed income space that are attractive from a risk-return basis, we maintain that fixed income remains an integral and relevant part of an investor’s portfolio, and should be seen as a portfolio stabiliser.

https://www.fundsupermart.com.my/main/resea...17-Outlook-7780

*drops mike* I am out. FSM (Hong Kong and Malaysia) team and Eunit Trust research teams can go fly kite.

This post has been edited by Avangelice: Dec 20 2016, 09:51 PM

Thanks for your replies.

me too....

following the Crystal-man?

https://www.fundsupermart.com.my/main/resea...e%E2%80%9D-7813

https://www.fundsupermart.com.my/main/resea...mber-2016--7820

Btw anyone noticed the upgraded Europe to 3 stars "attractive". It doesnt mean nothing when we are given 2 funds to invest in Europe.

This post has been edited by Avangelice: Dec 20 2016, 09:58 PM

My take is that the market is volatile and it is not time to be gung-ho.

I'll take a middle path, that is a large chuck will be in a broad Asia Pacific exclude Japan exposure. For this, the UTF that is suitable are either;

i) CIMB - Principle Asia Pacific Dynamic Income fund aka Ponzi 2.0 which buys dividend yielding stock in the Asia Pacific exclude Japan region,

or

ii) RHB Asia Income Fund which mixed asset fund comprising bonds plus REITs plus dividend yielding stocks in the Asia Pac exclude Japan region

or

iii) AM Asia Pacific include Japan REITs fund which buys into REITs fund in the Asia Pacific include Japan region.

The above gives higher than bond return but lower volatility compared to full fledged stock market exposed unit trust fund.

The remaining will be in the US region and India. These latter two, which forms a smaller part of my portfolio is country specific has higher volatility but I am comfortable with their volatility. I use them to generate the extra return (in finance industry parlance, it is to generate the alphas)

Xuzen

This post has been edited by xuzen: Dec 20 2016, 11:05 PM

That means no change? What's your opinion about 50% Asia Pacific and 50% US.

Thank you
It is very helpful