Most of my portfolio is in commodities, and currencies

“Most of my portfolio is in commodities, and currencies,” . “I expect to make money in commodities because, if demand continues to rise, that is bullish for commodities.” - Jim Rogers

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)

Youre better off cutting growth in advance, than allowing inflation to get out of control

“You’re better off cutting growth in advance, than allowing inflation to get out of control. If growth drops to 3%, who cares? That’s better than letting inflation get out of control, because once it does, it’s very tough to rein in.” - Jim Rogers

China currency manipulation

“Here in Singapore, they’ve allowed their currency rise to mitigate inflation. I expect the Chinese will eventually have to do the same thing.” - Jim Rogers

The Chinese communist party is very smart

“The Chinese communist party is very smart – as are the leaders here in Singapore. There is a thorough application process to apply to run for office – all applicants are well vetted.” it’s quite rigorous, like “applying to Princeton” “a guy like Obama would never have been able to run here (Singapore).” - Jim Rogers