Our funds are quite consistent with their returns. So far our fund managers have managed to OPTIMIZE long-term gains with long & short-term risk (market volatility). No ones perfect ! So do not expect MAXIMUM GAINS all the time but OPTIMUM GAINS most of the time with minimal mises. Market tends to over react especially on the downside and in short period of time. Our funds observed oil & gas exposure agak terkawal 5% to 10%, and liquidity in Money Market looks healthy. Sedap buat XMas shopping stocks. Yes we dip a bit more but marginal vis-a-vis market. Agaknya whatll make the equity markets come back on track ? 1/ cut interest rates (OPR by Bank Negara) ? 2/ OPEC and USA shale oil producers to cut production ? 3/ our big boys (Khazanah, KWSP, KWAP, TH, LTAT dan lain-lain) support by buying good stocks ? 4/ Foreigners tetiba realised our PE is cheaper than our peers in Emerging Markets, then kelam kabut realize that Malaysia fundamentally sound but affected by external factors ? 5/ 1MDB bring back the billions abroad in foreign currency and convert to Ringgit ? Ouch ! 6/ our exports become soooo attractive sebab murah (in Ringgit) and highly sought ? 7/ Santa Rally ? Ho Ho Ho All i wish for XMas...
Posted on: Tue, 16 Dec 2014 06:34:39 +0000
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