With this and another new trade war between SK and Japan, looks like bumpy times ahead.

Not sure I just read headline from the edge last few week

"reit still banking sector best friend" haha

Manulife holds 18% of link reits while Amreits only has 3% invested in link reits. link reits is listed in hk and affected by on-going protests in hk. Within a month link reit share price dropped from HKD99 to HKD92.

Looks like we are in for another round of selloff.

Time to go into China market?

Renminbi ‘cracks seven’ and stocks tumble as trade fears persist

https://finance.yahoo.com/m/eb1569c3-f655-3...%80%99-and.html

Wow,you guys are holding funds that are skyrocketing now.

How do you guys decide which new fund to buy?

Checking the weekly/monthly top selling funds or.....?

In a way, I sympathize with HK housing problem and their diminishing freedom.

Thought drama was over but now recession scar is on high alert!
https://finance.yahoo.com/news/yield-curve-...-102034083.html

When in shits recession....debt papers may also hv higher chances of default, thus fixed income fund may also be risky right?
Fd perhaps?

Ambond is also up 0.44% within a day, Kaf Bond 0.51% within a day. Nomura income fund performed relatively better than

You should study the company's annual report and fund factsheet. For Nomura's, almost 50% invetsed in MGS, CIMB and Edra Power (power plant), the rest comprises of FI bonds like Affin Bank, Ambank, Duke highways, IPPs and the only risk i see possible risk is FI in turkey. overall still relatively steady. Unless any of the credit grading of the above companies downgraded, of course it will affect the performance.

Economy too unpredictable these days.

Any comment on AmFunds' Precious Metal Securities fund. I'm thinking of using my EPF money to buy it.

If I buy using EPF iAkaun, no need to open an account with AmFunds, right?

Thailand hit Negative Yield abide temporarily   

The yield spread between the 10-year and two-year Thai government bonds also stood in negative territory temporarily at -0.0033% during Monday morning.
"This is a significant development for the market as it is the first time the yield spread turned negative since the major floods in 2011.
This reflects market participants starting to worry more about Thailand's economic conditions amid heightening downside risks," said Mr Nuttachart.

......the gap between 10-year and two-year government bonds was not negative when the market closed.
The 10-year yield stood at 1.46%, while the yield was at 1.42% for the two-year government bond.

https://www.bangkokpost.com/business/173718...s-asian-bourses

will this - tive yield thing spread over to more places in the next 2 yrs?   

Don't get paranoid with the inverted curve or negative yield thing.

It only matters when the situation prolongs. Just a momentarily or temporarily for a short period won't give much impact to the general market.

How many times US 2-year to 10-year bond yield curve inverted this year?
How long such inversion stays? Probably < 1 week.

Time to buy back Manulife reits?

Do u think she got consent from Beijing to do this? Or she trying to force their hand?