if you are looking at "pure china funds", cimb greater china fund has a higher china allocation compared to es dinasti

ES DINASTI EQUITY FUND
COUNTRY ALLOCATION
China 43.16%
https://www.fundsupermart.com.my/main/admin...eetMYPRUDEF.pdf

CIMB-Principal Greater China Equity
Fund
China 67.40%
https://www.fundsupermart.com.my/main/admin...etMYCIMB011.pdf

why do u prefer ES dinasti over CIMB greater china fund? any specific reasons?

The below piece of op-ed is a follow up on my writing above. The writing is not targeted at noobs, it is for those who have been follwowing Algozen™ ver four or for those with a a few years of experience with UTF investing.

Over the weekend, with some free time on my side, I went back to revisit Algozen™ ver four recently. I inputed fresh data into the algorithm and this is what I get.

The feeling is the risk to reward has dropped. Generally the writing is that you need to take greater risk to maintain the same reward going forward versus previously. My gut feel is that the Quant Easing that took place a few years ago is starting to wean off. Now the new normal is you need to assume greater risk than before.

In other words, your port need to work harder to cari makan. Work harder in this sense means your port need to take on more risk to find the same amount of return. Life sucks right? But hey, if given lemons, just make lemonade lah!

The main engine of growth is in the China region. Algozen™ ver four keeps recommending to put a high percentage in the China region.

Algozen™ ver four has assigned an underweight call for Bond or Fixed Income asset class going forward. The new asset class that will fill in this role of fixed income but with decent ROI is REITs.

In summary:

1) Overweight Equities especially the China Region [My personal preference is Eastspring Dinasti ]

2) Underweight or ignore Tradtional Fixed Income

3) Use REITS or Conservative Balance fund [ My personal preference Manureits or RHB AIF ] as an alternative to Fixed Income in your portfolio.

4) expect more swing in your port going forward.

Xuzen.

Good evening to all sifus, im a newbie and i would like to ask for some guidance from u all if u dont mind.

1)May i know what is the meaning of 'CMF' , 'DIY', 'AHSB', 'overwright'

2)Based on the discussion above, I conclude that many sifus are looking positive towards China equities UT, I have actually invested in Affinhwang - china growth fund since last year and made a 18% profit without knowing anything(I consider it as beginer's luck? Lol), so do you guys think i should keep holding this fund or should i switch to another fund (those u guys mentioned earlier) If i wish to make further profit?

3) I sincerely looking for someone who is kind enough to guide / provide some advice to me when needed, pls pm me if you dont mind this trouble, we can discuss further. *I can give you some medical advice too if needed, yup i'm a doctor.

4) What is the difference between hedge fund vs non hedge fund? Pro and cons?

Hi sifus2

1. Can we use EPF/KWSP money ?

2. If we use it, the % return will be credit to our personal acc or credit to our Kwsp account ?

are you "sure" you can get fund that can have better returns than the EPF rate of about 6.x% + without much added investment risk?

Looks like Tech stocks are running out of steam.

Anyone here still holding TA Tech? What's your stand on it? 5% holding or cabut?

I just finished the switch processes of my Ta global Tech to United Global Quality EQ, for more diversification purpose and also for below reason.

[attachmentid=9540263]

Ta global tech is lagging behind its mother fund more than 20% in 1 year time, because Ta Global tech only invest 70% into its mother fund, and keep 30% of ur money as liquid asset, which is against to it asset allocation in Product Highlight Sheet :

"minimum of 95% of the fund’s Net Asset Value (NAV) will be invested in the Henderson Horizon Fund – Global Technology Fund (“the Target Fund”), with the balance in liquid assets."


[attachmentid=9540297]

It is not acceptable for me. Like information on the packaging is different like things inside.

Even with the 0% SC promo by FSM this weekend, I am quite wary to invest heavily as markets are now all-time high and bonds are a no-no with US slowly increasing bond yields.

Perhaps just keep cash in flexi mortgage for the time being.

Manulife dragon is having awesome performance so far compared to cimb greater China and Dinasti

Anyone can explain why RHB Emerging Market Bond Fund keeps dropping?
Due to MYR strengthening? Means past purchases become diluted due to stronger MYR?
Damn, I keep topping up and it keeps dropping

When we followed the Master into RHB EMB, it has a desirable Sharpe ratio (1.55). [attachmentid=9550872]

Is the voucher code all the same?

Where investors can find value in 2018 by Eastspring Investment

There is a lot of value to be found still — if one knows where to look.
But it is critical to realise that the days of easy money are well over. The “Rush to Safety” of the past few years has left many ‘safe’ asset classes looking expensive, but equally, it has left many ‘less-safe’ asset classes looking attractively priced — very much so in some long overlooked instances.
In searching for higher returns in 2018, investors will likely find them, but only at the cost of taking on more risk. Determining how much extra risk investors are prepared to accept for the extra return should be a major consideration this year.

This distinction applies to both bonds and equities.
https://yahoosg-investmentmatters.tumblr.co...d-value-in-2018

2018 Market outlook
2018 is shaping up to be another good year. 
The drivers behind 2017’s equity and bond rallies should continue with Asia benefitting from the synchronised global recovery.
It is  still “Risk On” – the bulls are still charging, but keep an eye on the crouching bears.
Find out more from Eastspring's panel of investment experts.
http://content.eastspring.com/outlook-2018...WT.mc_id=564385
(it has links to 5 articles)