Well the Feds have announced that multiple rate hike is imminent this year. Be prepared for a minor downward trend for the indices as investors will take evasive measures.

I guess only retails investors are concern as fund mgrs would hv taken proactive actions more than 1 yr ago.......
Well noises can create fears unjustily.

so whose fault is this? obama? trump? yellen?

Are fund managers authorized to short sell on behalf of the fund?

Nobody's fault. Feds are doing their job to cool down the market before inflation goes uncontrolled. The reason for multiple rate increase is so that they can do small incremental instead of a huge adjustment that could cause a big shock reaction in the market

just ignore it..

there's serial reporter in all topic..

ya thx

I would think the investors would be able to take these adjustments considering that the indices have gained so much since after Trump got elected.

If the market decided to go for a major correction, it will not be due to rate revision. It has to be some other factors.

i c. I'm not interested in the stars at all. This is the virtual world, unless the stars can be redeemed as money then I'm interested

Same la. Who cares about stars. If one star is rm10 maybe la...

An observation:

For a one and a half year, Ponzi 1.0 went out of favour compared to Ponzi 2.0. Take note that Ponzi 1.0 buys into small and medium cap growth stock in the Asia Pac ex Japan geographical sphere. Whereas Ponzi 2.0 buys into defensive dividend giving stocks in the same region.

Now I see a reversal of fortune, that is, Ponzi 1.0 is coming back into forefront and Ponzi 2.0 is taking a backseat or breather.

What is the deduction from this?

If this trend persist, one can logically deduce that the growth cycle may have started, and risk appetite has improved and this means growth stock will be the coming thematic play. However, I caveat to take a plunge right now. We may have to wait a little while longer to see whether this trend is sustainable or plainly a short term trend.

You heard here first at LYN-FSM thread.

Xuzen


Bubble A is when the period Ponzi 2.0 outperform Ponzi 1.0. It is also when defensive play was the theme of the day.

Bubbe B is a start of growth?



This post has been edited by xuzen: Mar 4 2017, 08:41 PM

Thanks for the info "Xiuzen"
Saw that. But didn't know why.

This post has been edited by Ramjade: Mar 4 2017, 08:19 PM

Because I am awesome and you are not!

Maybe there is nothing so deep rooted. It is just the rally before the general election.

Your observation is inaccurate.

Ponzi 1.0 has 45% exposure to Malaysia and its 1 year ROI is 29.69% whereas KGF which is 100% Malaysia exposed 1 year ROI is 11.82%.

It cannot be due to the Malaysia component and hence Malaysia general election factor is definitely not a contributor.

Xuzen

There is another factor which we did talk about it earlier, ie ponzi 1.0 has started utilizing its cash.

One month later...
Gold and general dropped 8%

Ding Ding Ding, Buy call from Xuzen!
But MY GE this year, so with Malaysia a big chunk in the fund..

I also scared when I see how much chuck does Ponzi 1 have in Malaysia.

This sounds more plausible....

No friend woonsc, it is not a BUY call yet. Stay tune, focus on it, observe it first. Feel its every breathe, its every inhalation and exhalation, but it is not a BUY call..... yet.

In another word, Ponzi 1.0 is now under Algozen™ radar and crosshair, but is not yet time to pull the trigger.

Xuzen

P/s recall that RHB EMB was also under observation from Nov 2016 and only recently I fulled the trigger to participate in this UTF. Patience, my young padawan....

This post has been edited by xuzen: Mar 4 2017, 10:05 PM

it's unsure, what will happen to either scenario during the election..


Btw why not invest in CIMB-PRINCIPAL ASIA PACIFIC DYNAMIC INCOME FUND - MYR ?