just asking,...if you are looking for North China tech focused exposure in Asia Pac funds....why not just focus on Greater China region?
for if Greater China region looks good, Asia Pac will be looking good too..
just my thinking

when that happens....do you want to be seem to be "crazy"?


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it is HERE....

KUALA LUMPUR (Bloomberg): The manic ride in GameStop sparked by American amateur traders on Reddit has inspired some Malaysians to form a similar group targeting shares of glove makers -- one of Asia's hottest pandemic trades in 2020.

The online community by the name of Bursabets was created on Thursday (Jan 28) and is already boasting more than 4,800 members.

The moderators of the group have defined it as the "Malaysian version" of Reddit's WallStreetBets forum, to discuss stocks listed on Bursa Malaysia.

The discussions so far have centered on glove makers and calls to rally against institutional investors who have kept valuations of the sector low.

Shares of Top Glove Corp jumped as much as 15 per cent on Friday, the most since Sept 11.

GameStop stock frenzy spreads to Malaysia as amateur traders target glove makers
ASEANPLUS NEWS - Friday, 29 Jan 2021
https://www.thestar.com.my/aseanplus/aseanp...et-glove-makers

Will what was just posted by MUM affect your emotion severely until you need to "chicken" out and exit? Do you need to use that lumpsum invested money in the next few years?
How much does this lumpsum represent in % terms in relation to your total asset, total invest able money & the allocation in your ut portfolio?

From those answers, hopefully you can find the answers to guide you to clear your query

This post has been edited by yklooi: Jan 30 2021, 07:01 AM

13.6% to me is not much, for at 10 % drops will only impact 1.36% of Yr port... Well that is just me.
Some would suggest since future is unknown, buy 6.8% now n the balance next month/later

Good,... You managed to find the answers that suits yourself...

This post has been edited by yklooi: Jan 30 2021, 09:24 AM

Mr Win Promphaet, chief investment officer at Principal Asset Management..... recommends avoiding long-term bonds due to the risk of interest rate cuts but recommends corporate bonds with high investment grades, and reducing investment weight in gold.

PUBLISHED : 2 FEB 2021
https://www.bangkokpost.com/business/206094...to-bond-markets



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YES
unless you manually combined them into an MS Excel file (for example),....many forummers in here are doing that

This post has been edited by yklooi: Feb 2 2021, 10:22 AM

get that from FSM CS for a sure, and updated and confirmed to be latest?

bcos you got "FREE" units

Investors Consider Next Move as Signs of a Bubble Mount
Despite some classic signs of froth, investors are uncertain whether a downfall looms

PUBLISHED : 2 FEB 2021
https://www.bangkokpost.com/business/206104...-a-bubble-mount

....For once, everyone seems to agree: Much of the market looks like it's in a bubble.

...high valuations alone don't necessarily mean the rally is near its end, investors say.

...timing of a market top is difficult. "We know each bubble is a little bit different and, with the help of new trading platforms and the internet, it could set more records."

....Jerry Braakman, chief investment officer of First American Trust, says his company, concerned about stretched valuations in the U.S., has been gradually shifting more money into stocks elsewhere.
Lately, "the market has not been correlated to the macro picture," he said.

....At first glance, investors' go-to for measuring valuations, price-to-earnings ratios, suggests the market looks expensive.
The S&P 500 currently trades at 22 times projected earnings during the next 12 months, not far off from the 25 times the index traded at in 2000, just before the dot-com crash, according to FactSet.
But that's only part of the picture. That level looks less concerning once low interest rates and earnings, which are expected to grow, are factored in, several investors and analysts said.

One simple explanation for why investors haven't pulled back more?
"We've seen it in the past -- if you think you have a bubble and sell too soon, that can be a very costly trade," said Mr. Braakman of First American Trust.

from Kenanga Global Dividend fund to Cash a/c of eunit trust......
not exit kenanga fund?

can try compare it with this?
United ASEAN Discovery Fund
https://www.fsmone.com.my/funds/tools/facts...c=fund-selector

if that is what he meant,...than you are right,...should not have exit fees?

will kenanga consider that as switching from EPF to cash and not as "transfer"?

that is when one does not think so much about trying to get cheaper Sales charges

what happened?

from your mentioned fund and its example....

which platform will gives you better ROI?
platform with 1.5% Sc but no platfrom fees
or
platform with 0% Sc by with yearly 0.35% platform fees?

so does it need to take OVER 30 year to see result as per your calculation as mentioned in your earlier post?
"I would agree 0.3% over 30years over total sum would result higher fees than 1.5% per entry"

i would go for a fund (with all things equal) preferably from a fund house that has FI funds in FSM platform too
it would make my tactical switching easier and faster

my MoM ROI is +2.39%

same too....Yesterday's NAV up alot too after few days of drops. hope it continued to be up...then HUAT HUAT CNY


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