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Abdn.Asian Sml Share Discussion Threads
Showing 126 to 150 of 150 messages
|good effort here|
|A lot of Far Eastern Funds were up quite a lot today based on the £ weakness.|
|Yup , interesting it's bucking the trend.|
the oak tree
|Its up today!|
|I like the look of TEM also.|
|Thanks, pretty sure I am.
I have researched investment trusts over many decades and the ones invested in smaller companies and a general / broad international basis are the ones to go for.
But right now, this year, I wouldn't sell emerging trusts as they have had a hammering and will probably go back up , very zig zaggy Emerging!
Long term though smaller companies.|
the oak tree
|You could be right there...|
|Used to be at a premium. Believe this is good long term buy of a quality fund that has had a good track record. Tuck away in a SEP is my advice!|
the oak tree
|6/Apr NAV Aberdeen Asian Smaller Cos Investment Trust Fully Diluted Including Income 912.69p Ordinary|
|...but they seem to have little effect.|
|A few buybacks recently...|
|20 Apr NAV Aberdeen Asian Smaller Cos Investment Trust Fully Diluted Including Income 1006.97p|
|No worries. Just wish I could have posted it when I first watched it last December.
In terms of the equity market impact, this depends how many borrowed US Dollars have found their way into emerging market equities, and at what kind of DXY level those carry trades really start to hurt those holding them. I'd say you're safe to assume it's into the low single digit $trillions, and this is being conservative.|
|Interesting and persuasive Video Jimbo55.
It may not mean that Asian Equities drop if their currencies do though in my view although the charts in the past say so.|
|Anybody thinking of buying into Emerging Markets during the current strong USD trend should watch the following video (initially broadcast from behind a paywall early last December):
Worth bearing in mind that DXY has since convincingly broken the 30 year downtrend referred to in the video...|
Equity markets took the disappointing US non-farm payroll data in their stride. 2) Chinese equity markets continue to rally on the back of stimulus hopes. 3) We re-iterate our call to buy Fidelity China Special Situations Fund and India Capital Growth Fund. 4) If Indian equity markets consolidate, we might expect Pacific Assets Trust to underperform, based on its last announced portfolio. We therefore recommend a switch into Invesco Asia Trust* (IAT) and Aberdeen Asian Smaller Companies Investment Trust (AAS), for investors concerned about the Indian equity market.
|Large director purchase which is nice|
Look at the disconnect between NAV and Share price growth over 3 months -a 6% difference.|
|Comods are not for the faint hearted, that's for sure, I expect lots of swings either way.
Which Asian IT's do you hold Richard?
I notice the First State Emerging Market leaders has been booted out of it's sector: HTTP://www.trustnet.com/News/555378/alternatives-to-first-state-global-emerging-markets-leaders/|
|No. I haven't held any commodity stocks for years Sawadee.The commodity markets could continue to be soft until Europe changes policy which could take years. And I have no idea how much stockpiling there has been in China.I have held some domestic focused Asia Pacific ex Japan trusts for decades - through various cycles and haven't sold any.|
|Hope you kept your eye on the comods Richard! I'm making rather a lot of money on the oilies today, especially GKP! :-)|
|It's all about the oversold oilies!!!!!!!!!!!!!!
Happy days chaps :-)|
|My strategy is simple, just wait with cash for value once again. Fund managers have been warning us for long enough that we are at the end of the bull run and an interest rate rise is looming.
I'm mostly out of equity and bonds which I've held for years as an income stream. Hated selling up but capital preservation is my top priority.
Commodities, I'm keeping a very close watch. Maximum fear brings maximum opportunity :-)|
|There is certainly a new round of fear based on what is likely to be another lurch down in the Eurozone depression. But there are new factors. The German economy is now in trouble - see Ambrose Evans Pritchard in the Telegraph. And the voters are choosing right wing candidates in a wide range of European countries. These two factors could challenge the myopic economic management in Europe.Re commodities, oil and metals just check out the obsessions of the majority of posters on these boards. Most of them post and presumably invest in this stuff even though the stocks have been falling for years. As these prices fall so the Western economies can benefit from the cheaper input prices.The fundamentals for Western and Asian economies are sound. The problems are due the number of clueless governments in some of the key countries who have not introduced enough supply side measures etc or scare off investment.|
|That's me mostly out of EM funds/Trusts. Cracking run compared to most sectors of late :-)
Very little out there that tickles my fancy, where is the value after the 5 year bull run? Mining/Oil perhaps ;-) So once again sat mostly in cash and waiting for a good old equity market crash. I suspect I'm not alone :-)|