You need to understand the nuance of the language. I was speaking of a hypothetical scenario were such a fund to exist.

Speaking about India further, it has many risks. But a Indo-Pak war is a non-factor.

Big risks in India are political risk, both at the central government and state level. India is totally unlike China, where the central government has strong rule over the land. In India, state governments can be very isolationist and there is a risk of some states breaking away. In the Indian parliament when they speak be it in Hindi or English, many members need to wear headphones and listen to translators. India is a chaotic place, compared to China which is very "prim and proper" and tidy.

There is totally a lot of growth to be tapped in India. I have been there. I know the people. But there is no discipline in India. Every state wants to act in its own selfish interest (rightly or wrongly) not in a national interest. Sometimes I dream of what India can be with their land mass and population and low wages...if they got a government like China's that can rule with an iron fist.

Eh, RHB says buta buta you must pay RM25 per switch. How do you escape this then?

I said already a few pages ago, SCAP Index keeps rising even when the main index and EMAS falls. It's either the government SCAP fund is operational and hence pumping money in, or maybe even some foreign country is propping up the sector. I don't know but it doesn't seem normal, this behavior. SCAP was negative for the past few years.

Bro nasi lemak is one part of the equation only. Then say how much less the car price have been, how much less clothes are, how much less phones are etc.

Since beginning of 2017 it has gone up 4.71%, not 7.18%. Big difference. Still a great fund with well diversified countries.

Quietly lah. I don't want to get into trouble either way - see see CIMB tracks my switching and freezes my account?

But I didn't put any more allocation to Malaysia. It remains at 20% direct. Though I did move to SEA from EU for TA.

Since I already have the data I can share these two tables here to show how well some of the funds I own have performed since I got them. One is a day to day performance, the other is the cumulative fund performance. It's very clear that Asian funds have been the best performing ones.

My purpose was to show the underlying fund performances, nothing else. No need for me to show everyone the actual performance I have, which is less useful since I paid 2.5% SC and hard for others to compare to. (PS: My total actual net returns to now for my portfolio is 2.2%, which is actually very low, which the underlying performance of the entire portfolio is 5.0%)

This post has been edited by contestchris: Feb 7 2017, 10:29 PM

Guys for all those who rightly say that the Affinity Hwang Asia Ex Japan Quantum Fund is overexposed to Malaysia...have a look at this: https://www.fundsupermart.com.my/main/fundi...number=MYFTASCM

Similar idea, chasing small caps, but very well diversified all across Asia. It's actually caught my eye and I've never come across it before.

Oh didn't see that. I must wait a few years lah like that. But I love the idea of Asian small caps.

Come on man, most investors are institutional - mutual funds, index funds, pension funds, insurance/annuity funds, EPF schemes etc.

Retail investors are dwindling.

But individuals do impact the stock market - tomorrow 1 million people withdraw their EPF savings mean, gone lah the Malaysian stock market. Also, EPF doesn't actually have all the money to pay back its holders. Because stock price, if EPF sell all their stake in a single stock, it will be worth so little. So EPF survives because it keeps getting younger people to contribute. If one day old>young, EPF will fail.