sharetrader
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  1. #28
    Senior Member
    Join Date
    Mar 2010
    Posts
    964

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    Took a hammering with some of it's holdings including it's largest (>8% of fund) Brilliance China Automotive - the SP dropping from HK$18 to $8 last 52 weeks - but have a look at Brilliance now and you would probably say raging buy..

    http://www.reuters.com/finance/stock...symbol=1114.HK

    They must have got out of India's Tata Consultancy that I mentioned in last post, emerging markets Banks/ Finance is the funds biggest sector at ~30%. Don't know what the mood currently is there.

    Worth drilling down into the funds larger holdings and exposure to certain sectors to get a feel for what you are buying here.

    For TA or people new to TEM, best to follow trading on the LSE as NZ just mirrors that, only with reduced liquidity.

    http://www.londonstockexchange.com/e...M.html?lang=en

    Keen to re-enter but bottom picking not something I'm good at.
    Last edited by psychic; 07-09-2015 at 03:03 PM.

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