Skip to main content

Jim Rogers: Hog wild in China

Update: This article is now available online. See updated link to Fortune magazine.

Investor Jim Rogers appears in the latest issue of Fortune magazine to share his views on China, commodities, and emerging markets, and offers up an excerpt from his new book, A Bull in China.

Unfortunately, we can't see the article online just yet, but you can check it out at the newsstand or just wait until Fortune makes the full current issue available online (which should happen when the next issue comes out). I have read the article, so let me give you a quick little summary from memory.

Of course, Rogers is bullish as ever on the future of China and his family has recently picked up and moved from New York to Singapore in order to be closer to the action.

He offers some tips for those looking to buy shares of Chinese companies, and mentions some specific leading companies by name in an excerpt from his new book.

He is also still bullish on agricultural commodities, citing sugar and cotton as top picks, as well as his reasoning for favoring these commodities.

In contrast to yesterday's post highlighting investor James Passin and his bullish quest through the frontier markets, Rogers says that he has sold out of all his emerging market investments, except for those in China.

He feels that the emerging markets theme has become over exploited, what with "thousands of MBAs" flying around the globe looking for companies to buy. Rogers is holding on to most of his Chinese shares, but reiterates that he will be forced to sell if a bubble fully develops.

For more, check out the latest issue of Fortune or check back later on Fortune's website to view the issue online. Plus, see all of our Jim Rogers posts with a simple blog search.

Popular posts from this blog

The Dot-Com Bubble in 1 Chart: InfoSpace

With all the recent talk of a new bubble in the making, thanks in part to the Yellen Fed's continued easy money stance, I thought it'd be instructive to revisit our previous stock market bubble - in one quick chart.

So here's what a real stock market bubble looks like. 

Here's what a bubble *really* looks like. InfoSpace in 1999-2001. $QQQ$BCORpic.twitter.com/xjsMk433H7
— David Shvartsman (@FinanceTrends) February 24, 2015
For those of you who are a little too young to recall it, this is a chart of InfoSpace at the height of the Nasdaq dot-com bubble in 1999-2001. This fallen angel soared to fantastic heights only to plummet back down to earth as the bubble, and InfoSpace's shady business plan, turned to rubble.

As detailed in our post, "Round trip stocks: Momentum booms and busts", InfoSpace rocketed from under $100 a share to over $1,300 a share in less than six months. 

In a pattern common to many parabolic shooting stars, the stock soon peaked and began a…

New! Finance Trends now at FinanceTrendsLetter.com

Update for our readers: Finance Trends has a new URL! 

Please bookmark our new web address at Financetrendsletter.com

Readers sticking with RSS updates should point your feed readers to our new Finance Trends feedburner.  



Thank you to all of our loyal readers who have been with us since the early days. Exciting stuff to come in the weeks ahead!

As a quick reminder, you can subscribe to our free email list to receive the Finance Trends Newsletter. You'll receive email updates about once every 4-8 weeks (about 2-3 times per quarter). 

Stay up to date with our real-time insights and updates on Twitter.

Moneyball: How the Red Sox Win Championships

Welcome, readers. To get the first look at brand new posts (like the following piece) and to receive our exclusive email list updates, please subscribe to the Finance Trends Newsletter.

The Boston Red Sox won their fourth World Series titleof the 21st century this week.

Having won their first Series in 86 years back in 2004, the last decade-plus has marked a very strong return to form for one of baseball's oldest big league clubs. So how did they do it?

Quick background: in late 2002, team owner and hedge fund manager,John W. Henry(with his partners)bought the Boston Red Sox and its historic Fenway Park for a reported sum of $695 million.

Henry and Co. quickly set out to find their ideal General Manager (GM) to help turn around their newly acquired, ailing ship.

This brings us to one of my favorite scenes from the 2011 film, Moneyball, in which John W. Henry (played by Arliss Howard) attempts to woo Oakland A's GM Billy Beane (Brad Pitt) over to Boston with an excellent job off…