Agri komodity vs zlato

Podľa investora J. Rogersa je výhodnejšie investovať do potravinových komodít, ako do zlata. Sám miliardár investoval nemalé prostriedky do farmárstva v Brazílii, nakoľko podľa neho práve orná pôda a produkty z nej zabezpečia v budúcnosti vyššiu %-uálnu návratnosť, ako zlato.

Jim Rogers, legendary investor in global commodities, recently predicted that the bull run in gold is on and the yellow metal price could zoom to a record $2000 per ounce. But is he buying gold? Not perhaps. Why? Because what Rogers likes to invest is not in gold, but in agricultural commodities.

He said in a recent interview: “If you can tell me something else where the fundamentals are so attractive…I’d be happy to put my money there. But I don’t know of any other place, other than agri commodities.”

It looks likes this trend will continue for quite some time. When you look across the world, arable land per person is in decline. (Arable land simply means land that can be used for farming; it doesn’t mean that it is currently used for farming.) But one nation has more potential for converting arable land into producing farmland than anybody else by a country mile. It’s Brazil again.

Brazil has a large tropical savanna known as the cerrado. You can think of it as the world’s arable land bank. It’s an area of about 250 million acres — about as big an area as all of the arable land in the U.S. It gets plenty of rainfall and sunshine. The soil is very old and runs deep. But there is a problem: The soil is nutrient poor. You need to add a lot of potash and phosphate — two key nutrients — to grow soybeans there.

Článok:www.commodityonline.com/news/Jim-Rogers-Invest-in-agri-commodities-not-in-gold-22836-3-1.html

12.11.2009