Jim Rogers in the spotlight

Source: http://www.investmentpostcards.com/2009/11/03/jim-rogers-in-the-spotlight/
Posted on Tuesday, November 3rd, 2009 | In China, Commodities, Investing Lessons, Market Commentary

Contributed by: Prieur du Plessis (http://www.investmentpostcards.com) -

Lindsay Whipp of the Financial Times sits down with Jim Rogers in Tokyo for a four-part interview covering the US dollar, China, commodities and crisis-related issues.

Part 1: Rogers sees brief dollar rally
He says he has increased his dollar holdings in anticipation of a rally in the US currency, but the dollar is still broadly set for a lasting decline.

Click here or on the image below to view the video clip.

Part 2: Rogers still a China bull
He says he’s not buying Chinese stocks, but sees the renminbi rising despite its effective peg to the dollar.

Click here to view the video clip.

Part 3: Rogers backs commodities for the long run.
He says he’s fully expecting another leg up in commodities, and that real assets represent the best hedge against future inflation.

Click here to view the video clip.

Part 4: Rogers on the “bigger picture”.
He says he fully expects more pain in the financial sector, with many of the problems at the heart of the crisis simply being “papered over”.

Click here to view the video clip.

Source: Lindsay Whipp, Financial Times (here, here, here and here), November 2, 2009.

Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.

Last 5 posts by Prieur du Plessis

Prieur’s readings (January 3, 2009) - January 3rd, 2010
Charlie Dreifus – “laser like focus” on small caps - January 3rd, 2010
Don Coxe webcast – updated (December 30, 2009) - January 3rd, 2010
Mike Lenoff: International forecast for 2010 - January 3rd, 2010
So long to a lousy decade … - January 3rd, 2010

About Prieur du Plessis (http://www.investmentpostcards.com)
Prieur du Plessis has 25 years’ experience in professional investment research and portfolio management. More than 1,000 of his articles on investment-related topics have been published in various regular newspaper, journal and Internet columns. He has also published a book, Financial Basics: Investment.
Prieur is chief executive and principal shareholder of South African-based Plexus Asset Management, which he founded in 1995. The group conducts investment management, investment consulting, private equity and real estate activities in South Africa and other African countries.
Plexus is the South African partner of John Mauldin, author of the Thoughts from the Frontline e-letter, and also has an exclusive licensing agreement with California-based Research Affiliates for managing and distributing its enhanced Fundamental IndexTM methodology in the Pan-African area.
Prieur is 52 years old and lives with his wife, television producer and presenter Isabel Verwey, and two children in Cape Town, South Africa. His recreational activities include long-distance running, motor cycling, traveling and reading.