ASEAN 40

Some Charts, (can’t get into dropbox at present)

Remo with the current 7.1% pullback from recent high, better to wait to see if double top forming or for a fib retrace of 38.2%, I guess?
However, previous pullbacks have only been between 11.2% and 22.8% over the last 9 years.

Presumably past sp behaviour is a guide?

Unilever Indonesia:

uk.finance.yahoo.com/echarts?s=UNVR.JK#s...off;source=undefined ;


ASEAN 40 Index, London;

uk.finance.yahoo.com/echarts?s=ASEAN40.L...off;source=undefined ;

INVESTING IN THE ASEAN 40 STOCKS

Not of interest to most, but I note BBBS lurking on this website already and I know a few others may be interested in this thread, but it’s under the Indexes and Foreign Markets topic.

As we know you don’t need to go too far for some overseas growth exposure whether timing the market correctly or trading.

Miners - largest and most geographically diverse are LSE listed (RIO, BLT, AAL, KAZ, ENRC, XTA, RRS, FRES, POLY, EVR, ANTO, VED, and that’s just FTSE 100 constituents – some more heavily traded than others, most automatically traded)

Global Oil & Gas and Mining minnows – AIM listed - most very emotionally held or traded.

Overseas Value Growth Stocks? – a different perspective. ASEAN 40 Index or constituents

Some value stocks have been doing quite well in Growth (Developing) Markets. They say there is always a bull market somewhere. Will some of these stocks keep trending up as the countries involved continue to industrialise/grow? Need to have a few of these on your watch list at least IMO, for those wishing to diverge some non - trading monies away from London AIM or US tech growth stocks. Asia is forecast to have 42% of world GDP by 2050, currently 35%, EU and US 20% each at present (IMF figs).

For those interested in well run Banks, Growing telecoms and airlines, industrials and other commodity stocks, I use uk.finance.yahoo.com for portfolios, one for each country, as a watch list made up from the ASEN 40 index constituents plus a few new IPOs.

Looking at the increase in Unilever Indonesia over the last 6 years (what 2007/08 dip?):
UNVR.JK (6 fold increase over 6 years) – a US funds favourite – DYOR, etc., 248m population.

Others waiting for a rebound maybe? - DYOR, etc. :
BN4.SI - Keppel Corp Singapore (built XEL’s rig – own Marina Bay Sands + other Chinese Properties)
Plantation Stocks are currently down on low Palm Oil prices, may be a good buying opportunity soon to try some soft commodity stocks:
F34.SI - Wilmar International Singapore (Kwok Bros (of GKP fame) owned - Palm Oil in Indonesia)
And three planters from Malaysia: IOI; Sime Darby and Felda Global Ventures (1961.KL; 4197.KL;5222.KL) (the latter not in ASEAN 40 yet, just IPO’d this June third largest IPO this year after Facebook).With oil palm it’s the age of the tree stock from a fundamental point of view that dictates value in addition to palm oil price, as prime trees will crop every 2 weeks and the production per acre is far superior to soy oil or the annual olive oil, hence the increasing demand for a cheaper oil.

www.ftse.com/objects/csv_to_table.jsp?in...ableTitle=FTSE/ASEAN 40 Index constituents&dl=&p_encoded=1

(see London Stock Exchange website if link not working for ASEN 40 index constituents.)