20-ročný býčí komoditný trh
Podľa investora J. Rogersa sa nachádzame v etape 20-ročného rastúceho komoditného trhu. Kde skončia ceny komodít napr. v roku 2025 je v súčasnosti veľmi ťažko odhadovať. Avšak asi vysoko….
Jim Rogers - who co-founded the now closed Quantum Fund with George Soros - told 750 global fund managers in Tokyo today that, America is “completely out of control”, there will be a 20-year bull market in commodities and that prices will be in turmoil.
And he also warned that it “made sense” if global competition for resources ended in armed conflict.
Mr Rogers told delegates to the CLSA investment forum that the prices of all agricultural products would “explode” in coming years and that the price of gold, which hit an all-time high of $964 an ounce yesterday, will continue its surge to as much as $3,500 an ounce.
Mr Rogers said that historic drains on wheat, corn and other soft commodity inventories have created market dynamics that could lead to severe food shortages.
The outlook over the next two decades would see prices of everything from cotton and sugar to lead and nickel “going through the roof”.
Zdroj: business.timesonline.co.uk
11.03.2008