Monday, May 2, 2011

top trade for the coming one year

Jim Rogers : I own very few equities. My portfolio consists mainly of commodities and currencies. If the world economy gets better, you will make money in commodities because big shortages are developing. If the world economy does not get better, you are not going to make any money in stocks in a scenario like that.
You might make money in commodities because they will print even more money. Toyota and IBM are not going to go up if the world economy does not get better. Silver might, rice might, some of the things that are still depressed might because they are going to print even more money.
in ET Now
Related ETFs : Ishares Silver ETF (SLV), SPDR GOld ETF (GLD) iShares FTSE/Xinhua China 25 Index (ETF) (NYSE:FXI), Morgan Stanley China A Share Fund, Inc. (NYSE:CAF), PowerShares Gld Drg Haltr USX China(ETF) (NYSE:PGJ) iShares FTSE/Xinhua China 25 Index (ETF) (FXI) China Mobile Ltd. (ADR) (NYSE:CHL), iShares FTSE/Xinhua China 25 Index (ETF) (NYSE:FXI), China Petroleum & Chemical Corp. (ADR) (NYSE:SNP), China Life Insurance Company Ltd. (ADR) (NYSE:LFC), PetroChina Company Limited (ADR) (NYSE:PTR), Morgan Stanley China A Share Fund, Inc. (NYSE:CAF), Aluminum Corp. of China Limited (ADR) (Public, NYSE:ACH)
JIM ROGERS BLOG