Abrdn Asia Focus Share Discussion Threads

[richard xii] 09/10/2014 15:36

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.

[sawadee3] 08/10/2014 09:37

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 :-)

[sawadee3] 18/9/2014 09:18

Very wise place to invest your wealth this year. As predicted :-)

Happy days chaps :-)

[sawadee3] 08/9/2014 09:06

What a cracking year for Emerging markets, especially Indian Equity.

Happy days chaps :-)

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[sawadee3] 28/7/2014 08:09

Five things investors have learnt in 2014:

Emerging markets may have bottomed.
There's hope for gold and gold equities.
Mid and small caps can't always go up.
Bonds can still hedge against risk.
The Japanese bulls have yet to be proved correct.

[sawadee3] 25/7/2014 15:04

Banks will give a nice boost to our Asian/Emerging markets holdings :-)

Top ten sectors

Banks: 9.93%
General Retailers: 9.58%
Travel & Leisure: 9.44%
Industrial Transportation: 7.91%
Real Estate Investment & Services: 7.27%
Construction & Materials: 7.21%
Food Producers: 5.25%
Real Estate Investment Trusts: 4.57%
Financial Services: 3.89%
Cash and Equiv: 3.29%

[sawadee3] 23/7/2014 08:39

Anyone who loaded up on Emerging Markets/Asian equities earlier this year should be doing very nicely.

Good luck all shrewd investors :-)

[sawadee3] 29/5/2014 10:45

Taken profit from small/mid cap funds and bought into large-cap Income.

Also Built up a nice position here once again :-)

In regards income, anyone else backing Woodford in June?

[shavian] 20/9/2013 17:22

In here for the first time on the grounds that EM should recover with the postponement of tapering.

[ifthecapfits] 06/8/2013 15:52

Starting to be tempted.

[madmix] 05/8/2013 16:42

Yes, emerging markets are out of favour at the moment. FWIW, I decided to sell out of this last week for a tiny profit. So much for tucking them away for the long term. ;-)

[huttonr] 05/8/2013 16:37

Back down to a discount again - I'm beginning to wonder about this one and what seems to be a developing prejudice against emerging market stocks - it seems unjustified but perhaps I should go with the market?

[madmix] 06/6/2013 22:26

Which other funds are you referring to?