the role of semicon is not in question. when economy tanks...semicon is hit hard cause its customers are in all sectors. Any sector suffers, semicon is impacted. When economies is at risk i'm pretty sure clean energy is in the back seat. just food for thought. Semicon + 2008 brings back some lasting memories.

Anyone know why China A Shares MYR-Hedged funds are down the past week?

January is proving to be a crazy month. Almost 7% YTD

Like that how la..even with the upcoming 0% promo it seems like we'll buying at super high/ATH prices lol

My Greater China, Asia ex Japan and Global Emerging 👍👍👍

Malaysia, Global and Healthcare trailing behind
Which fund or sector that would be?

Just a word of advice, a lot of believers like that across US ETF, bitcoin, or even now UT (??)..

The reality is future is not guaranteed despite how many believers talk the same thing. You might wait forever (within your lifetime) and the price never went back, although the chance is very very low. But the chance getting higher if you doesn't have much time to wait (getting older, need to spend for house or kids, accidental and emergency expense, lose job forced retired etc).

US etf was once lagged since subprime mortgage crisis till the rise of Apple / smartphone. That's around 10 years.

Bitcoin was lagged since 2017 till 2020. 3 years. But it is still new, if you compare Gold which similar to bitcoin as store of value, I think previously rise for 10 to 20 years, which at that point everyone also talk about buy gold, then drop and lagged for like 10 years.

For UT, Malaysia market once having the longest bull market in the world, like 12 years, until now soon longest bear in the world. You may find a lot of stories in public mutual thread since they serve the longest business in UT, how many people doesn't make money after 10 years.

Just for anyone to reference, since everyone was talk about how much they made in various investments easily, and recently, but never zoom out.

Gila, almost all fund house hard sell China.

We haven't even known how Biden will treat China. I think some calmer heads are required here. Of course this time around, China is much more internal consumption focused..

not going to happen. Even Obama himself has stated that he wanted to be confrontational towards China due to trade imbalance, Yuan devaluation, unfair practices, IP stealing. And remember Biden was VP. Obama didn't go through with it because it was 2009 and US was in the sub prime mortgage crisis recoveries. Whatever I disagree with Trump, confrontation with China is something I mostly agree with. Its a matter of hard they want to drive it. Sure, we won't get so much bluster from Orange man but I believe the stage, objectives and game has been set. Only the player is new and maybe the rules are being re-addressed slightly.
Yes, China has indeed found ways to survive. It always does and always will. The question that I try to bring up is to temper the expectations a bit....I mean most fund managers with China funds are like "Come, bet your house and coffin money", we'll return you 2 houses and 2 coffins! lol.

Anyway I am also bullish. My allocation to greater china and AAXJ is actually higher than any other region, but that has been built up over time.

Hi all,

Anyone have any samsui fund for asia?
other than Principal Asia Pacific Dynamic Income Fund - MYR and Actions
Affin Hwang Select Asia (Ex Japan) Opportunity Fund - MYR

thanks in advance

I would wait for the opportunity to top up UT related to China and US tech stock during next correction, as the market are overheat and I already have70% UT allocated in related equity fund.

anyway in another platform they have also zero SC promotion until end of feb... I like their PM equity growth fund which gave me surprise many times..

I think one should not buy just because of FSM have 0% Sales charge promotion this week...

FSM is having 0% SC now, yet most equity funds is around all time high as all we know, keep topping up Apac, us and tech funds might get burning in near future. No one can predict when.

local bond funds are also quite volatile and perform below par recently due to us/ myr exchange rate and downgrading of Malaysia government bond.

Money market is having the lowest interest return too. Our BNM might cut down another 0.25 pt base rate sooner.

So where should we invest and do balancing on our holding portfolio?

Headaches man.

Hopefully tomorrow crashes lol. To take advantage with 0% SC 😁 But careful dont catch falling knife

Doesn't matter today or tomorrow pricing. If you look at futures, tonight index also likely to drop another 2-3%. So keep your bullets and just DCA. I DCA this whole week just for the 0% SC. Tonight or tomorrow morning i might dump more in though depending on how much it drops 😁

why not open ? today holiday in FT and Selangor ?

How do u guys normally buy using fsmone ya ? I have an account there do I just deposit money into fsmone system ?

Also how do I apply for the EPF fund transfer to investment ? Can it be done quickly bcoz I'm planning to buy in tomorrow as well .

Thanks for the details guide , as for longer time to appear in fsm , let's say I buy on Friday 10am choose ifast for fsm , is my price lock at Friday 10am time frame just that not showing at fsmone for now only?

Alright , the NAV pricing is moving by seconds right like a stock market pricing , or its a fixated price across the day ?

only approved fund can be purchased with EPF ? i tried to look for amChina nowhere to be paid via EPF .

Still HEAVY in China?   

China stocks post biggest drop in over 6 months on policy tightening fears
MARKETS - Thursday, 28 Jan 2021

SHANGHAI: China stocks slumped on Thursday, with major indexes posting their worst drop in more than six months, hit by investor concerns that policymakers may be starting to shift to a tighter stance to rein in share prices and property markets.

China's short-term money rates climbed for a fourth straight session, with some key tenors approaching the higher end of the interest rate corridor, as tight cash conditions persisted and market worries over a switch in authorities' policy stance mounted.
https://www.thestar.com.my/business/busines...ightening-fears

get out while you can or die hard fans?
 

DCA into which fund bro , china tracker ? haha

hey guys, i think this has been asked to death already but i can't seem to find the answer. hope you guys don't mind.

does anyone have a real-life experience of withdrawing from the RHB Cash Management Fund 2 direct into your bank account? It says T+2 redemption time on the fund fact page but just checking if it's really accurate (or faster, or slower) better yet, if you have a record of exactly what time you made the withdrawal request and what time you got your fund in your bank account

there is a hidden agenda to this. i'm trying to weigh my options between keeping my cash in RHB CMF versus the new Versa app, which promises T+1 (even T+0 if withdrawal request done before 12pm).