Thread: Jim Rogers: Commodities, China the Way to Go

Rogers: Commodities, China the Way to Go

Investment guru Jim Rogers says a bubble is possible for Chinese stocks — an investment which as an index nearly doubled in value in 2007 — yet he’s staying on.

In fact, he tells Fortune, he will sell his other emerging markets holdings, in addition to shorting much of Wall Street, to focus on riding the China wave into the future.

"I've sold out of all emerging markets except China because there are so many people right now trying to exploit emerging markets,â€

One of my observations is that Mexico will have to get out of cotton production. The places where it is being raised it is dependent on irrigation which is needed more in the urbanization of the Greater Torreon (+ Gomez Palacios + Ciudad Lerdo) Metro area or are even mre rural and water short and needed for food crops.

Follow the MONEY! China is our banker now so it would seem logical to go with the trend. My son-in-law, who is a general contractor, is complaining because he has to wait weeks for cement, lumber, etc. because CHINA is taking preference over the US orders!!! China is growing at 10% to 12% versus our 3%. Sounds like inflation might be rearing its ugly head in China. At the same time, we are suffering from stagflation...slow or no growth and runaway inflation. I love how the gov. doesn't include energy and food in the CORE inflation rate...it's around 10% now!

We really need to get away from China before its too late, unless it already is. If we don't we will be under China's rule. My wife and I have recieved phone calls from a telemarketer asking us if we would like a credit card from the Bank of China. I told her to go to hell.