Asian Markets

RobStaffs

Overall 20% of my funds have Emerging market exposure. Mainly through Aberdeen, JP Morgan and Newtons. They have certainly gone south in the last few months but I will still buy as part of a monthly payment plan for the next few months. I'm not panicing.

planteria

planteria wrote: »

they do ggs...
and though there are challenges, i think the long-term potential of Asia, Latin America and Africa should not be overlooked.

i have
Fidelity South East Asia
Matthews Pacific Tiger
Threadneedle Latin America
Renaissance Pan African
in my SIPP

i still have these 4 in my SIPP, but along with reviewing platforms, i might make some changes. kind of tempted to move regional funds and specialist funds into my ISA, going forwards. and tempted to focus on 1 Asian Fund and 1 Africa Fund. like the Renaissance fund. not sure what 1 fund i would select for Asia now:think:

TCA

bowlhead99 wrote: »

Personally I'm adding more EM and Asia exposure this year to get back up to the ratio it was before UK/US did so well, but I will add even more if the prices take a few more dips.

That just means the markets have less far to move when the scale back happens. If the price was 100 and markets think the scale-back is 'likely' to happen knocking 10 points off - they might go down 7 points to 93. Then when the announcement comes they can move down those last few points to 90. If the announcement is that the scaleback is smaller or deferred for longer, which some people are betting on, the price will recover some of the 7 points; and that's the reason it hasn't moved the full 10 already.

Thanks for the customary erudite response bowlhead. I'm pretty much of the same thinking, although I'm largely looking at making initial purchases in EM/Asia ex-Pacific, as opposed to rebalancing existing ones. I will add to my existing holdings but it's a bit of a quandry whether to drip feed new purchases (from cash earning a pittance) or just go for it with lump sums, when in likelihood there will be further falls. Kind of thinking I might buy in two chunks, now and 6 months down the line, but also very tempted just to go "all in" now.

planteria

from St James' Place email:

"Yet with the recent sell-off in the emerging markets, this presents a fantastic opportunity for the long-term
investor, says Hugh Young of Aberdeen Asia. “It’s interesting to see the revulsion against emerging markets
now. To me it seems illogical. Logical when you look at the economies, but illogical when you look at the
companies.” With the benefit of over three decades in the fund management industry, Young believes that
things may just be a little overdone. “It feels as though the tide has swung too far. My intuition as an investor is
there is some good value coming out of here. The market was trading at 15 times earnings before and now
we’re at 11 times. Value is certainly returning and anyone who has a long-term view will be dipping their toes
back in.”

Whilst the risks have by no means passed, and there may be further bumps in the road, Young maintains a
sense of optimism that, alongside the new opportunities that may arise, the current portfolio is well
positioned. “The businesses we own are in good shape – balance sheets are strong and management continues
to be focused, which is everything we look for.” "

i think long-term it's important to have exposure to the growth of Asian economies and the companies within them.

i am reorganising, and have sold the Fidelity and Matthews funds in my SIPP. i am planning to invest a larger sum in an Asia fund in my ISA. i want something that covers some of the 'frontiers' in Asia, aswell as the more developed countries.

any suggestions as to funds i should consider:question:

Ximian

I'm waiting for the Fidelity South East Asia fund to recover, it's been in the red since I invested in it about 2 years ago. The fund has been recovering slowly over the past 2 weeks or so. Might cut my losses and dump it this week.
First State Greater China Growth has been a good performer over the past year for me.

planteria

i have had the FSEA fund for less time, but was down too

can't see a fund that strikes me as quite right, at this stage

planteria

what Asian Funds are investors here investing in?

takesyourchances

planteria wrote: »

what Asian Funds are investors here investing in?

I like Asia myself for the long term, I am investing in 3 funds for Asia.

First State Asia Pacific Leaders
Aberdeen Global Asian Smaller Companies
Aberdeen Japanese Smaller Companies

Taking a long term view with Asia and potential of the region.

planteria

http://www.fundslibrary.co.uk/fundslibrary.dataretrieval/Documents.aspx?type=packet_fund_class_doc_factsheet_private&user=hl_web_test&sedol=B0XWNG9

ColdIron

I have Newton Asian Income and Aberdeen Asia Pacific, both have taken a hit recently but I like Asia for a long term hold and that makes them a good buy if you think the same. Neither of them are frontier type funds and are focussed on developed Asia, Australia and India with smaller holdings in Thailand, Malaysia etc. For a punt Vietnam has always attracted me but it's a long shot and I've never found anything suitable