Monday, December 11, 2006
Some thought
Korea Fund is under-performing this year. Although the fund had 160% gain since I bought it, I don't like it. Korea industries used to run under a protected environment, they will have difficult time when the rules allow full competition. If, in the comming 6 months, there is still no sign of improvement, I'll liquidate it.
China funds are doing well this year. I am not holding any now. I just indirectly holding via Emerging market and BIRC fund. For China only fund, I found that Hang Seng H-index 150 leveraged fund is the most efficient one. Yet, I have no interest to buy China fund at this level.
For emerging markets, I think ASEAN and emerging europe are more attractive than India and China as the systematic risk is lower there. I have enough for ASEAN, but under-weighted in Latin and Eastern Europe after I closed my investment account in Credit Sussie.
Japan fund is the only loser in my portfolio. I should switch elsewhere.
China funds are doing well this year. I am not holding any now. I just indirectly holding via Emerging market and BIRC fund. For China only fund, I found that Hang Seng H-index 150 leveraged fund is the most efficient one. Yet, I have no interest to buy China fund at this level.
For emerging markets, I think ASEAN and emerging europe are more attractive than India and China as the systematic risk is lower there. I have enough for ASEAN, but under-weighted in Latin and Eastern Europe after I closed my investment account in Credit Sussie.
Japan fund is the only loser in my portfolio. I should switch elsewhere.
# posted by Lobo @ 4:17 AM 
