No replies to this topic

[johngeorge]

http://jimrogers-inv...s.blogspot.com/


Independence of thought, and an eagerness to challenge conventional thinking, are often considered essential to the successful investor, and few demonstrate these traits more strongly than commodities guru Jim Rogers.

Rogers remains bearish on Western world equities generally, and says he is not participating in the market rallies of Spring 2009, which he expects to be short-lived, with the market going on to reach new lows.
He has started to invest again in China, particularly in sectors dependent on locally-driven growth, such as agriculture, water treatment, and infrastructure, rather than businesses focused on exports to a declining Western world.
Commodities are still his main focus, but is less enthusiastic about gold (although he hasn't said that he sold any) due to fears that the IMF is about to flood the market.

He continues to be bearish on the dollar, sterling, and euro, relative to the yen, renminbi and Swiss franc.