Today, I have switched my BRIC fund (which includes China equity) into Jap small company fund.
The China equity is crazy, but it maybe able to reach higher as it is still hot. But not suitable for me if it is over-heated.

I still have some ICBCs fm IPO, and should sell today if it is $5 or higher. Good enough for me and I am satisfied. I know I cannot earn the last cent fm the market.

ICBC A-share:

http://finance.sina.com.cn/realstock/company/sh601398/bc.shtml

引用:

原帖由 chungadam 於 2006-12-28 04:03 PM 發表
B4321, we have the same strategy. I did sell all my BRIC funds and India Funds as well and switch into Jap. SME Co. funds today

Sounds good. I don't comfortable with the rapid rise of the A and H shares due
to hot money and concept only. I am sure the China market is good, but
not rising too rapidly. I would be appreciated if the major shares can
rise 20% per year, but not per month, especially for those giant
banks and giant insurance companies.

I hope to hold some China shares for long term, but now become
short term. The cash gained will be my additional bullets into cheaper
markets.

Jap big companies have rised quite much already (although still cheap)
if compared with current peak (1 year ago). But SME is still much much
behind. They are supported by soild growth but not concept. However,
the Jap market is much flutuated by the strengthness/weakness of
YEN, oil price, relationship with China and USA economy. So need to
fasten the seat belt.

If buying Jap SME, u should not look at the Nikkei but the Jasdaq index.

[ 本帖最後由 b4321 於 2006-12-28 04:39 PM 編輯 ]

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原帖由 chungadam 於 2006-12-29 09:19 AM 發表
b4321, actually all my investment are in saving purpose. I did keep track those direct funds weekly. Once It drops 15-20% (compare to my last buying price), I will buy in. I bought the Jap SME Co.  ...

I am told the cheapest market in Asia (in term of PE) are Korea, then Thailand. U can keep an eye on these if u want to chase the left behind markets.

Bond funds are good for stability. I like Schroders' Asian Bond Fund as it can give around 6+% per year. But if US starts to cut interest, the bond fund should have a far better return.

引用:

原帖由 b4321 於 2006-12-27 12:00 PM 發表
Today, I have switched my BRIC fund (which includes China equity) into Jap small company fund.
The China equity is crazy, but it maybe able to reach higher as it is still hot. But not suitable for ...

Thks God, I should have done the right move.

But hope the decline in HK market won't affect the SME market in Japan. So far it SME Japan index is not moving much.

引用:

原帖由 peninsula 於 2007-1-10 06:09 PM 發表


All markets are falling wor.

Nikkie drops much, but Jasdaq drops little. They are 2 diff markets.