KOMODITY – býčí trh bude pokračovať
Investor a miliardár Jim Rogers predpokladá pre ďalších 10-15 rokov v komoditách býčí sentiment . Napr. cukor, bavlna, niektoré kovy a čínsky akciový trh sú jeho odporúčaním.
The resources boom that saw oil hit the $100 barrier for the first time on Wednesday and propelled gold to a record is in no danger of petering out, says Jim Rogers, a long-time, high-profile commodities bull.
'I sound like a broken record, but it ain't over yet. It's got a long way to go,' he told Reuters on Thursday by telephone from Singapore, where he is based.
'Commodities prices are going to go up no matter what happens to the US dollar, even if it rises, because there are serious supply/demand shortages which have developed over the past 25 to 30 years,' he said.
Rogers said he likes agricultural commodities but is avoiding vulnerable metals, such as tin, adding that he recently bought the Chinese renminbi, Japanese yen and Swiss franc.
'I do know the price of oil, the price of all commodities, are going to go much higher during the course of the bull market, and the bull market's got another 10 to 15 years to go. In the end, everybody's going to be dumbfounded, including me, and I'm the bull.'
Rogers, who is famously bullish on China, said the decline in the dollar is 'turning into a disaster', and added a slowdown in the United States would cause pain for parts of the economy in China and elsewhere, and may hurt prices of some metals.
'And that will have an effect on some commodities. Will it affect sugar? No, I doubt it. Will it affect tin? Perhaps. Will it affect cotton? I doubt it, but it will affect some places and some parts of the world economy,' said Rogers, whose Rogers International Commodity Index rose 31 percent in 2007.
Rogers said he remains 'extremely optimistic' about China, and is not selling his Chinese stock holdings, although he would not necessarily buy at current levels. He is also adding to his holdings of China's appreciating currency, the renminbi.
'I bought more renminbi yesterday, and certainly expect China to be the next great country in the world,' he said, urging investors to 'get your money out of US dollars while you can'.
Zdroj: www.tradearabia.com
07.01.2008
