quietly DCA-ing, waiting for volatility to calm down and looking to see steady trends for port rebalance if/where needed
in any case 2018 was tough

indeed...

so challenging. and windows dressing coming.

the direction post Q3 so LOL

What's everyone's outlook for 2019?
Any regions you guys favouring ?

Maybe in mid Jan 2019 can get clearer directions for on 12 Jan 2019,....the best and brightest investment experts in the region would have provided some of us with insights into the global and local markets, discover investment opportunities and have some of our questions answered......

according to this....
https://www.fundsupermart.com.my/main/resea...t-in-2019-10421

I will slowly top up my Malaysia port. In my opinion, ringgit is undervalued and bursa has been grossly oversold.

some would allocating based on this in conjunction with the predetermined % of allocation.....

Market Valuation as of 23 November 2018
https://www.fundsupermart.com.my/main/resea...ber-2018--10428


Attached image(s)

Today browse old article.... and found out LOL....

still remember the article by FSM :"don't into INDIA just yet" ?

And the release date was 091018..... And I go check fund returns and graph, 091018 was the BOTTOM.... and checked the fund return right after 091018 till to date.... +12.08%.

In short, it started to bull till now....

FSM team once again.... run by intern.... Research also like that.... No idea its a fake bull or last bull, but still, rally after the article just really haha

This post has been edited by [Ancient]-XinG-: Nov 30 2018, 06:57 PM

the PE of India is way higher than others

just proof that when something is HOT...it can go still HOTTER yet....

and when something is cold may remains cold for sometime to come....

thus always try to have some of this and that moderately....like a buffett

This post has been edited by yklooi: Nov 30 2018, 07:10 PM

Exactly man, look at the FANG stocks as well

hehe....

it's a buy call for CN from latest article.... better don't so hurry answer the buy call.

Looks like last month turns green again...hopefully can maintain until year end.

maybe GREEN for 90 days?...just b4 CNY?

US agrees to suspend new China tariffs for 90 days
https://www.bangkokpost.com/news/world/1586...0-days#cxrecs_s

At least there is good news now. Hopefully KLSE will close the year in a strong note.

With just 1 month to go......it will be very difficult to recoup the YTD losses to enable ending on a strong note.

What IF... something goes wrong about the nego within this 90 days?

I think it's a very big possibility , all it takes is just a tweet!

Majority of the taxes had been set....only 90 days no new taxes suggestion.....
Thus i see no big impact

majority of the tax has not been set. 10% to 25% supposed to kick in on January, and supposed to further escalate it to cover more goods. They have 90 days ceasefire only, we have to hope they can sort it out within 90 days if not back to square 1 . That is why market breathe a sigh of relief today

if the coming negotiations are not going well, we will definitely see another big market slump on mid of Feb 2019

Hope can cash out by CNY 2019 or move into defensive portfolio. :pray: