Too bad most of my funds in epf-mis. No tech funds but REITS looks interesting.
I also don’t see long term prospect for Malaysia sector at the moment. As mentioned before, planning to divert Malaysia allocation to others, REITS maybe
After pumping A share, your China will be no 1
Malaysia up up 🙏

we mentioned about China A shares fund recently....

now another choice (i think not in FSM yet)

UOB Asset Management (M) Bhd (UOBAM Malaysia) has launched the United Great Dragon Fund to provide retail investors with access to China-listed companies set to become the future growth drivers of China’s economy.

The fund invests primarily in UOB Asset Management Ltd’s United China A-Shares Innovation Fund (target fund), which focuses on companies in China’s A-shares market.

more
https://www.thestar.com.my/business/2021/01...eat-dragon-fund

UOBAM Malaysia launches United Great Dragon Fund
14 Jan 2021

i sold my US exposure because of trump riots two days ago. now regretting.    or maybe too soon to tell i dunno.

have to review from time to time ma. have to be diligent investor ma. last time trend and current trend different ma.

last time my mum and dad invest in utilities and gov linked. now ppl talking about tech stock, AI, china etc.

investing is also work. 

Warren buffet investment strategy could be out of date, he himself also said s&p returns outperform his portfolio.

Yes, there will b bear. Questionis will you dare to top up when market fell by 30%?

here are some of the bear bear funds that may be of interest to you....
happy selecting, plant it and wait for it to ripe. 

this thing just came "thingkling" (no such word), just playing around my mind ....
currently had a tiny bit of surplus money that i may not need till next year...can afford loses...not bother with the sales charges

i am thinking of using that money to gamble abit by following the BEST top 10 of last month for a month....

like example,....every 2nd of the month,....view the BEST performed funds in FSM for last month standing,....
start with pick the BEST one initially
then next month, if that selected fund is still on the top 10 of the list.....keep it
else, switch it to the BEST from that list again....

anyone observed the trend of the funds before?
chances of failure?

Hi,
Based on the news, can this give any impact or minor downfall on "CHINA" based funds.
Because I own AM CHINA A-SHARES fund.
Whats your thoughts?

Can try this for black rock next gen technology fund :
https://secure.fundsupermart.com/fsm/admin/...sheetBGF144.pdf

Looks extremely diversified with broad technology companies. In spite of that, a 100% return in a year is very impressive.

with talks of tech burst soon
imo, pretty good diversification towards clean energy

high chance the future trend will be clean energy.
as the world two biggest powerhouse heavily focusing in green energy, we might see bull run in those sector

i am pretty sure semiconductor will play an important role

thanks for the insight, tho i already included green energy, semicon etf in my portfolio 
what is your game plan when it comes? sitting on cash now?

Principal Asset launches Next-G connectivity fund
https://www.thestar.com.my/business/busines...nnectivity-fund

just my thinking,....

with just 5% of that fund is in your port
normally a fund is mandated to hold x% max of a stock in fund

assuming your fund can hold max 10% holding of Pfizer in the portfolio of that fund
also assuming you have RM100 000 in your portfolio

so you will have RM5000 in that fund (5% of your portfolio)
assuming this Pfizer stock is 100% right off (bankrupt) ...it will only impact 10% of that fund...which is RM500 impacted (10% of RM5000)
a more realistic assumption is 20% drop of Pfizer price....so it will only impact your port by just RM100??

for the fear of a possible RM100 impact,......you will temporary hold on to any top up knowing and believing that, that fund has great potential when you bought it??   

just my thinking,...don't follow me....i don't know what i am thinking at times.

Good day all,
May I know what is the difference between AmChina A-Shares - MYR and the MYR Hedged version?

Thank you.

Digital Economy: Downgrade to neutral, but long-term growth story remains intact

Since our last update, the share prices of digital economy stocks have risen by close to 40%. With valuations near an all-time high, we have decided to downgrade the sector’s star ratings from 3.0 Stars “Attractive” to 2.5 Stars “Neutral”, although we remain extremely positive on its long-term growth prospects.

In line with our star rating methodology, we have decided to downgrade the digital economy from 3.0 Stars “Attractive” to 2.5 Stars “Neutral”. Having said that, we would like to reassure investors that this does not mean that the digital economy is out of favour. Even though valuations might not be as attractive as they were before, the long-term growth story of this sector remains intact.

Investors who have bought into the tech sector during the better part of 2020 would have likely made decent profits already, and we recommend that they consider taking some profits off the table but continue to retain some exposure to this sector.

It is our belief that asset allocation should always reflect economic reality, and the reality is this: the world that we live in is increasingly digitalised. Not only has digital technologies penetrated our everyday lives, they have also disrupted whole industries.

Going forward, we believe the digital economy is here to stay, and that Internet companies will make up a larger part of the global economy. It is for this reason we recommend investors to include the digital economy as part of their core allocation.

   

jangan panic, jangan panic.......top up aje

my public AI tengah potong steam, top up aje, top up aje.....

i tried, at the end id rather keep it in tech stocks fund.

the feelings.....