Wednesday, August 24, 2016

Emerging Markets: Some Are Great, Some Are A Disaster

There is no such thing as emerging economies. There are some great ones, some mediocre ones and some disaster ones, so do not put them all together.

I am optimistic about things like Kazakhstan now, Nigeria, I am looking at Iran and I am wildly bullish on North Korea. I am bullish on China but I am not buying China. China is going to be  the next great country in the world. ( iShares MSCI Emerging Markets Index ETF (EEM), 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, August 23, 2016

China: I Am Bullish About These Sectors

Some Chinese companies that deal with the West are going to go bankrupt if they have debt, there is no question about that. Some parts of the Chinese economy, if you are in pollution clean up, you do not even care if America disappears as you are so busy making money.

If you are in healthcare in China, China needs enormous healthcare and Beijing knows that.

Agriculture, I am extremely optimistic about agriculture in China.

Related exchange traded funds: iShares FTSE/Xinhua China 25 Index ETF (FXI), iShares MSCI Emerging Markets Index ETF (EEM)

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.

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