Cukor výhodnejší ako zlato
Investor Jim Rogers je v súčasnom období pozitívne naladený na investície do cukru. Podľa neho môže cukor zo súčasnej úrovne zaznamenať až 70% zhodnotenie a dosiahnúť maximum zo sedemdesiatych rokov.
Global commodities investor Jim Rogers no longer loves gold. Instead, he is going to shift focus to commodities like sugar.
On gold, he says: "If it goes down I'll buy some more, and if it goes up I'll buy some more. I periodically buy some gold. I don't have a method to it. I just buy it."
Rogers is these days bullish on sugar. Sugar prices are rising dramatically these days. Last week, the price of sugar breached the 21 US cents per pound mark for the first time since 1981. It is up 80 per cent this year alone, and many believe it is set to go way higher.
Rogers says sugar prices might reach the all-time peaks it hit in the 1970s – 70 per cent higher than it is now.
"Government are spending huge amounts of money, so the people getting the money think things are better and they feel better."
Is it going to last? I would suspect not. I am sure we will have more problems again and again in 2010-2011 because this is just papering over the problems, it is not solving the problems.
Answering a question about the direction of commodities in view of their recent good run, Rogers said some commodities obviously will have to pause others will continue to rise as nothing goes straight up.
"As far as I can see, the only sector of the world economy where the fundamentals are improving are commodities.
Speaking about agricultural commodities, Rogers singled out sugar and the historical low level of food inventories.
"I am certainly expecting sugar to go much higher during the course of the bull market over the next several years," Rogers said. "Food inventories are at the lowest they have been in decades – not lowest in months or years but in decades."
"If we start having serious weather problems around the world as we have had many times in history, the price of food is going to skyrocket because there are no inventories and there is no productive capacity," Rogers said.
Článok:www.commodityonline.com/news/Why-Jim-Rogers-is-bullish-on-sugar-over-gold-20410-3-1.html
17.08.2009
"Let me issue and control a nation's money supply, and I care not who makes its laws.” Mayer Amschel Rothschild
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