A lot of indicators already showing. The share prices are irrational propped up by buyback in US. This will not sustain. Lots of companies already start lay offs. Bloodbath just a figure of speech. I believe the recession will be slow and a downward trend. Not a crash. Just my feeling ya .... nobody can tell the future.

Take defensive measures.

IDS at one point +40% in half year, too good to be true. Easy come easy go ...

When discount comes, they flee as well ?

I entered Affin Hwang Select Bond Fund - MYR more than a month back. From the fact sheet you can see the top holdings are overseas and with the weakening RM against USD, that works in its favor.

I think to act now is a bit too rash. As a matter of fact leading up to now, all bond funds are in a middle of a surge. And for Eastspring and Asnita, its a first red reading I've seen in 1 month +. You can't always be green else and if you expect current trend to persist that could mean 12% return p.a. Abit over the top.

You have so much confidence in EPF ?

So a quick look on the factsheets of Affin SBF, Eastspring IBF , Nomura i Income and Asnita, only Eastpring has MGS in its top holdings. ASBF is majority foreign corp, Asnita local corp and Nomura local corp sukuk . Those worried can stay clear of Eastpring Investment Bond Fund.

Wow, 6% p.a for a bond fund is asking alot. I'm no expert but if that's your target then you have to go with the higher risk one, Affin Select Bond fund. They are not local heavy and currency exchange play a factor although less now that they implement hedging. With Feds holding rates ...maybe good bet till 2020.

BTW since MGS is hot topic EPF also holds huge MGS.

I would say trust your fund manager. They will know what to do.

Historical data of >2 years is no indication of future perfomance

It is long overdue. Where got market keep going up never down? It is safer to have some pullback. Gives us opportunity to make some money

When is soon ? Could laosai a week or two

China tariff take effect on 1 June, so the fear is going to be there for another 2 weeks unless US or China come forward with developments. No need to rush, might drop further.

Hope not many here fell for that "Upside potential for Greater China" promo recently. I thought that was ill-timed when all the recession warning signs were flashing.

The storm has passed for malaysia?

2% already 5 digit. You are big fish leh ....

Trump's tweet is not a bad thing. Logically, markets cannot keep on rising to infinity, a meltdown or crash will happen at some point. On the other hand if it stays stagnant, there is no money to be made. Money is made when there is volatility.

Trump's tweet keeps the market in check, creates volatility where everytime a dip happens, thats where you DCA and when market recovers from panic, profit is made. Trump is so under appreciated

Today's Bloomberg:
Singapore REITs Are Seen as Too Expensive After an 18% Surge This Year
Analysts are questioning whether the rally has room to run.

So during the ongoing promotions, where are you guys topping up on ?

Looks like we are in for another round of selloff.