Showing posts with label China. Show all posts
Showing posts with label China. Show all posts

Tuesday, January 19, 2016

Some Parts Of The Chinese Economy Are Going To Do Well

Some parts of the Chinese economy are going to do well no matter what happens to the world. If you are in pollution clean up in China you will not even know if America and Europe disappear as you are too busy cleaning up China. China is philty right now.

Some parts of the Chinese are going to do extremely well no matter what happens and that is true for India, that is true of all the world.

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Friday, January 15, 2016

Markets: My Shorts Positions Are Bigger Than My Longs

China is overdue for a serious correction in the markets. China has not had a recession for many years and that is very unusual. I own China but I have shorted other things as hedges against it. And by the way, my shorts are bigger than my longs, so its not a 1 for 1 kind of thing.

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Monday, January 11, 2016

China Is My Largest Long Position

China is my largest long position. My largest positions are airlines and tourism in China and the collapse in the price of oil has been good for airlines all over the world. Tourism is booming in Asia, pollution control. I have been in Beijing 3 times in the last month and it is filthy, it is horrible! Somebody is going to make a lot of money cleaning up China.

Related: iShares FTSE/Xinhua China 25 Index ETF (FXI)

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Tuesday, November 17, 2015

Investing: Parts Of The Chinese Economy That Will Boom

China is spending staggering amounts of money cleaning up the filth. China is very polluted, terribly polluted. They are spending money, lots of money to clean up. Some parts of the Chinese economy will boom no matter what happens to the world.

Chinese Shares Are Probably My Largest Holding

Well, I think my Chinese shares are probably my largest holding. Who knows what is going to happen in the futures but I bought shares in China last week. I am extremely worried about the world going forward and that is going to affect everybody including China obviously. Anybody in China that does business with the west is going to feel the effects but many parts of the Chinese economy are going to continue to boom no matter what happens in the West.

Monday, November 16, 2015

China Stocks Had A Correction, Still Strongest Stock Market In 2015

They had a correction but the Shanghai stock exchange is the strongest stock market in the world this year, it is up almost 50 percent. The American stock indexes and the European stock indexes are up 4 percent.

Friday, November 13, 2015

Technology Stocks In China

Perhaps the technology stocks in China were entering a bubble like that. Not sure it got that developed. If it continued... It was certainly an incipient bubble and we will wait to see if it becomes a full fledged bubble.

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Thursday, November 12, 2015

My Children Will Own My Chinese Shares

I hope my children own my Chinese shares. If I had sold American shares in 1915 I might have looked smart for 2 or 3 years. But over the next 80 years I would have looked pretty foolish.

China is the next great country in the world, so in the case of China, I want my children to have the shares. Some of the shares will probably fail but overall it is going to be a great, great, great success. So my children some day will say, he must had been smart.

Related ETF: iShares FTSE/Xinhua China 25 Index ETF (FXI)

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Wednesday, November 11, 2015

China Was Overpriced, Not A Bubble


The Chinese stock market was certainly overpriced but it was a bubble, says Jim Rogers.


Thursday, November 5, 2015

An Attractive Investment In China


There is an attractive investment to be made in China, says Jim Rogers.

Wednesday, June 24, 2015

China & Gold

In China it was almost impossible to buy gold 15 years ago, even 10 years ago. Now there are gold shops everywhere in China.

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Monday, June 15, 2015

China Is My Largest Stock Position


Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Monday, June 8, 2015

China Is Slowing Down

The Chinese economy has been slowing down partly because the Chinese have been trying to slow it down, they had inflation, they had a housing bubble, so they have been doing the right thing, if you ask me, to slow things down. It is happening, the European economy is not robust, even America is not booming. Those are the customers for the Chinese, so China is slowing down just as many other parts of the world are as well.

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Thursday, May 28, 2015

Video: The Secrecy Of TPP


Why is the Trans Pacific Partnership (TPP) so surrounded in secrecy?

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Monday, May 18, 2015

China: Nothing Goes Straight Up

China is already changing the world that we have known and it is going to continue to change the world.

Do not get me wrong, they are certainly going to have setbacks along the way. Every country, every company, every family, every individual has setbacks as they rise, nothing goes straight up. So, China will certainly have problems along the way. I do not know what or when or why or how but they certainly will.

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Tuesday, January 27, 2015

Emerging Markets: North Korea



Topics: Investment opportunities in North Korea;

Related trading instruments: iShares MSCI Emerging Markets Index ETF (EEM)

Monday, January 12, 2015

China Is Slowing Down But There Are Interesting Sectors To Invest

They have been trying to slow things down, they had inflation, they had a property bubble and the government is rightly trying to slow things down.Sme of their customers are slowing down, Europe, etcetera. So, yes, things are changing in China, they have been slowing down.

I have been buying Chinese shares for the past year. I did not buy Chinese stocks between 2008 and 2013. But the government came down with a list of the parts of the Chinese economy they are going to emphasize, where they are going to billions of dollars emphasizing these parts of the economy. So I have been buying shares in those sectors of the Chinese economy.

Monday, December 8, 2014

Geopolitical: South China Sea Military Moves

China historically has not been a very aggressive nation. There are very few international wars, even when they were great sailors, they did not go over and claim colonies, or go to war with the places they visited. So, historically, China has not been a nation that had international wars.

They have slaughtered each other, they have had civil wars, but they had internal wars at times, but they have not been very aggressive on the international scene.

Yes, I see what is happening in the South China sea now, I do not really know who is right or who is wrong here, they all claim that, "You are wrong!",  "You are wrong!". It seems a little absurd that anybody is ranging over a few rocks in the middle of the ocean.

Tuesday, November 25, 2014

China: Buying Less U.S. Government Bonds

The Chinese have more or less seemed to have stopped buying what they were before, their holding in U.S. Government Bonds, at least what they report is not going up very much, so that seems to have slowed down. The Japanese likewise. It is partially because they all know what I think I know, that the U.S. Dollar is a terribly flawed currency, they are trying to diversify away from the U.S. Dollar, so I think they have more or less stopped now. At least stopped increasing their positions, their ownership and more and more people are trying to move away from the U.S. Dollar.

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