Abrdn Asia Focus Share Discussion Threads

[davebowler] 13/1/2017 11:00

11 Jan Aberdeen Asian Smaller Cos Investment Trust Fully Diluted NAV Including Income 1148.35p

[davebowler] 11/1/2017 15:57

At £9.80 it is cheaper to buy the AASC convertibles at £1.20 as they convert in 2 yrs at £8.30 -so I've just bought some!

[luckymouse] 22/9/2016 11:51

good effort here

[chester] 24/6/2016 21:03

A lot of Far Eastern Funds were up quite a lot today based on the £ weakness.

[the oak tree] 24/6/2016 20:13

Yup , interesting it's bucking the trend.

[davebowler] 24/6/2016 14:30

Its up today!

[chester] 13/4/2016 20:03

I like the look of TEM also.

[the oak tree] 13/4/2016 17:32

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.

[chester] 13/4/2016 15:31

You could be right there...

[the oak tree] 06/4/2016 18:16

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!

[davebowler] 06/4/2016 16:19

6/Apr NAV Aberdeen Asian Smaller Cos Investment Trust Fully Diluted Including Income 912.69p Ordinary

[bigwilly1986] 17/8/2015 21:28

...but they seem to have little effect.

[bigwilly1986] 29/7/2015 17:53

A few buybacks recently...

[davebowler] 21/4/2015 12:34

20 Apr NAV Aberdeen Asian Smaller Cos Investment Trust Fully Diluted Including Income 1006.97p

[jimbo55] 08/4/2015 13:47

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.

[davebowler] 08/4/2015 13:39

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.

[jimbo55] 08/4/2015 13:17

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...

[davebowler] 08/4/2015 12:05

Westhouse;
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.

 

[bigwilly1986] 01/4/2015 08:25

Large director purchase which is nice

[davebowler] 30/3/2015 10:45

Look at the disconnect between NAV and Share price growth over 3 months -a 6% difference.

[sawadee3] 18/10/2014 13:39

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:

[richard xii] 17/10/2014 16:46

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.

[sawadee3] 17/10/2014 11:36

Hope you kept your eye on the comods Richard! I'm making rather a lot of money on the oilies today, especially GKP! :-)

[sawadee3] 17/10/2014 08:23

It's all about the oversold oilies!!!!!!!!!!!!!!

Happy days chaps :-)

[sawadee3] 10/10/2014 10:32

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 :-)