Bilionário foge dos E.U.A. para a Ásia
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Jim Rogers é um tipo fixe.
Apenas há aí uma coisa que não faz muito sentido ou então escapou-me algo no texto, ele diz que acredita na queda do dolar e está a comprar acções chinesas em nova yorque?
É que assim está a comprar um asset em dolares que com a queda deste irá também ele desvalorizar
Tudo bem que há aquela diferença nas cotações mas se o dolar resvalar na ampltude em que ele fala não deve haver diferença que lhe salve o investimento
Apenas há aí uma coisa que não faz muito sentido ou então escapou-me algo no texto, ele diz que acredita na queda do dolar e está a comprar acções chinesas em nova yorque?
É que assim está a comprar um asset em dolares que com a queda deste irá também ele desvalorizar
Tudo bem que há aquela diferença nas cotações mas se o dolar resvalar na ampltude em que ele fala não deve haver diferença que lhe salve o investimento
Bons negocios,
arnie
arnie
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Crazy For China
Michael Maiello, 12.13.07, 1:05 PM ET
With George Soros, Jim Rogers is co-founder of the Quantum Fund and one of the most successful Global Macro investors in history. He tells Forbes.com why he's so bullish on China, sour on America and will raise his family in Singapore.
Forbes.com: Are you a dollar bear or China bull?
Jim Rogers: I'm terribly pessimistic about the state of the U.S. dollar. But there are so many pessimists out there right now that we're bound to have a rally. I doubt you can find anybody except (U.S. Treasury Secretary Hank) Paulson who is bullish on the U.S. dollars. If that rally comes, I would use that rally to sell the rest of my dollars. I've never seen so much pessimism in my life. So I'm a dollar bear looking for a big rally. So I can sell.
The U.S. dollar is not an asset I want to hold over the next 10, 15, 20 years. We have an idiot running the central bank right now who knows nothing about currency, history or the markets.
Federal Reserve Chairman Ben Bernanke played down the effect of the declining dollar on most Americans.
He was under oath even, testifying to Congress saying Americans who use U.S. dollars and buy U.S. products are not affected. The man running one of the most important central banks in the world is either a liar or a fool. I think he's a charlatan, but who knows?
It's not just oil, it's rubber, it's everything. All commodities are priced in U.S. dollars at the moment. That's changing, but for now everyone can buy more commodities and that will drive up prices.
So, why China?
A big change is taking place. Most people do not understand the full breadth and depth of what's happening there. All Americans are spending a lot of money in China now, so why don't we get something back? They're among the best capitalists in the world. Massachusetts is more communist than China is these days. You can benefit too; you don't have to sit back and moan and say, "What do we do?" Investing in the U.S. in 1907 was a brilliant thing to do. Investing in China in 2007 is a brilliant thing to do. Just call your broker. It's that easy.
Should people buy on local exchanges or ADRs?
Right now you can buy shares in other markets at discounts to what they trade for in China. I buy in Hong Kong, in Singapore, in London and in New York. As long as this anomaly lasts, it's cheaper to buy outside of China. They have exchange controls in China, and people can't get their money out. The poor Chinese have no liquidity. The blocked currency builds little bubbles, and it's taking a while for them to make the changes.
If you want to buy a Chinese company, do your homework and see if shares trade in Singapore, New York or someplace else. A company on the Shanghai exchange can trade at 100% more than it does in Hong Kong.
Aside from individual stocks, how can the average investor get into China?
In my view there are two great ways to invest in China besides shares. One is the currency is opening up. I expect it to be one of the great investments of the next decades. Another way is to buy commodities because China doesn't have commodities. They have to buy cotton, nickel and oil. You don't have to worry about corporate governance, unions, government actions or anything else. If you have nickel, the Chinese government will take you to dinner and be nice to you. If you own shares, they don't have to be nice.
Index investing, no matter what the asset class, is the best way to go. Index investors outperform 80% of the time year after year after year. These days it's easy to invest in a commodities index.
You mentioned corporate governance. Can U.S. investors trust managers abroad?
The Chinese are new to this. Fifteen or 20 years ago Merrill Lynch and Morgan Stanley came in and said "Here's $300 million. Give us part of your company." The people there said, "This is wonderful," and went off and bought Porsches and got girlfriends and played fast and loose. Now things are changing because people have been to jail.
I suppose not Club Fed like in the U.S.
You get executed, quite often. In China they're pretty serious about it. You even have to buy the bullet they use. If you don't buy the bullet, it can be a messy execution. They can make it nasty and painful. If I were a manger in China, I would play by the rules.
How are you preparing for Chinese dominance in the next century?
My daughter is 4-and-a-half. She has two native languages. One is Mandarin. When she was born, we got a Chinese nanny from China who moved in with us, and I told her you only speak Mandarin to her. She speaks Chinese like a native. We've moved to Singapore to insure that it continues. We're having another daughter in March, and she'll be brought up the same way. There are 1.5 billion people who speak Chinese every day. That most Americans are monolingual I see as a bad situation.
Even if she winds up working in a Chinese restaurant, she's not going to be dishwasher--she's going to be the maitre d'.
You've no doubt been told you're being alarmist and that despite China's rapid growth it's a small part of the world economy.
Nobody quite understood in 1907 that the U.S. was the next great country in the world. The U.S. was a debtor nation, we were lawless, we had a huge Civil War and presidents were assassinated. We didn't have human rights. We had massacres, people would demonstrate and they would call the army and the Pinkertons. As recently as 1945, the British still thought they were the greatest country in the world and they could prevent America from growing.
Michael Maiello, 12.13.07, 1:05 PM ET
With George Soros, Jim Rogers is co-founder of the Quantum Fund and one of the most successful Global Macro investors in history. He tells Forbes.com why he's so bullish on China, sour on America and will raise his family in Singapore.
Forbes.com: Are you a dollar bear or China bull?
Jim Rogers: I'm terribly pessimistic about the state of the U.S. dollar. But there are so many pessimists out there right now that we're bound to have a rally. I doubt you can find anybody except (U.S. Treasury Secretary Hank) Paulson who is bullish on the U.S. dollars. If that rally comes, I would use that rally to sell the rest of my dollars. I've never seen so much pessimism in my life. So I'm a dollar bear looking for a big rally. So I can sell.
The U.S. dollar is not an asset I want to hold over the next 10, 15, 20 years. We have an idiot running the central bank right now who knows nothing about currency, history or the markets.
Federal Reserve Chairman Ben Bernanke played down the effect of the declining dollar on most Americans.
He was under oath even, testifying to Congress saying Americans who use U.S. dollars and buy U.S. products are not affected. The man running one of the most important central banks in the world is either a liar or a fool. I think he's a charlatan, but who knows?
It's not just oil, it's rubber, it's everything. All commodities are priced in U.S. dollars at the moment. That's changing, but for now everyone can buy more commodities and that will drive up prices.
So, why China?
A big change is taking place. Most people do not understand the full breadth and depth of what's happening there. All Americans are spending a lot of money in China now, so why don't we get something back? They're among the best capitalists in the world. Massachusetts is more communist than China is these days. You can benefit too; you don't have to sit back and moan and say, "What do we do?" Investing in the U.S. in 1907 was a brilliant thing to do. Investing in China in 2007 is a brilliant thing to do. Just call your broker. It's that easy.
Should people buy on local exchanges or ADRs?
Right now you can buy shares in other markets at discounts to what they trade for in China. I buy in Hong Kong, in Singapore, in London and in New York. As long as this anomaly lasts, it's cheaper to buy outside of China. They have exchange controls in China, and people can't get their money out. The poor Chinese have no liquidity. The blocked currency builds little bubbles, and it's taking a while for them to make the changes.
If you want to buy a Chinese company, do your homework and see if shares trade in Singapore, New York or someplace else. A company on the Shanghai exchange can trade at 100% more than it does in Hong Kong.
Aside from individual stocks, how can the average investor get into China?
In my view there are two great ways to invest in China besides shares. One is the currency is opening up. I expect it to be one of the great investments of the next decades. Another way is to buy commodities because China doesn't have commodities. They have to buy cotton, nickel and oil. You don't have to worry about corporate governance, unions, government actions or anything else. If you have nickel, the Chinese government will take you to dinner and be nice to you. If you own shares, they don't have to be nice.
Index investing, no matter what the asset class, is the best way to go. Index investors outperform 80% of the time year after year after year. These days it's easy to invest in a commodities index.
You mentioned corporate governance. Can U.S. investors trust managers abroad?
The Chinese are new to this. Fifteen or 20 years ago Merrill Lynch and Morgan Stanley came in and said "Here's $300 million. Give us part of your company." The people there said, "This is wonderful," and went off and bought Porsches and got girlfriends and played fast and loose. Now things are changing because people have been to jail.
I suppose not Club Fed like in the U.S.
You get executed, quite often. In China they're pretty serious about it. You even have to buy the bullet they use. If you don't buy the bullet, it can be a messy execution. They can make it nasty and painful. If I were a manger in China, I would play by the rules.
How are you preparing for Chinese dominance in the next century?
My daughter is 4-and-a-half. She has two native languages. One is Mandarin. When she was born, we got a Chinese nanny from China who moved in with us, and I told her you only speak Mandarin to her. She speaks Chinese like a native. We've moved to Singapore to insure that it continues. We're having another daughter in March, and she'll be brought up the same way. There are 1.5 billion people who speak Chinese every day. That most Americans are monolingual I see as a bad situation.
Even if she winds up working in a Chinese restaurant, she's not going to be dishwasher--she's going to be the maitre d'.
You've no doubt been told you're being alarmist and that despite China's rapid growth it's a small part of the world economy.
Nobody quite understood in 1907 that the U.S. was the next great country in the world. The U.S. was a debtor nation, we were lawless, we had a huge Civil War and presidents were assassinated. We didn't have human rights. We had massacres, people would demonstrate and they would call the army and the Pinkertons. As recently as 1945, the British still thought they were the greatest country in the world and they could prevent America from growing.
Abraço,
Dwer
There is a difference between knowing the path and walking the path
Dwer
There is a difference between knowing the path and walking the path
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- Mensagens: 3414
- Registado: 4/11/2002 23:16
Re:Maverick
Maverick,fazes muito bem em por em causa, mas ao que parece é mesmo verdade:
"In 2008, Rogers sold his mansion in New York City to move to The Republic of Singapore. This is due mainly in his belief that this is a ground breaking time for investment potential in Asian markets. Rogers daughter is being tutored in Mandarin to prepare her for the future he says. "Moving to Singapore now is like moving to New York City in 1908," he said."
fonte: http://en.wikipedia.org/wiki/Jim_Rogers
já agora o link para o video que postei antes é :
http://www.youtube.com/watch?v=FwGUTGCvz7I
Puseram algumas imagens na entrevista, mas parece que é verdade.
"In 2008, Rogers sold his mansion in New York City to move to The Republic of Singapore. This is due mainly in his belief that this is a ground breaking time for investment potential in Asian markets. Rogers daughter is being tutored in Mandarin to prepare her for the future he says. "Moving to Singapore now is like moving to New York City in 1908," he said."
fonte: http://en.wikipedia.org/wiki/Jim_Rogers
já agora o link para o video que postei antes é :
http://www.youtube.com/watch?v=FwGUTGCvz7I
Puseram algumas imagens na entrevista, mas parece que é verdade.
- Mensagens: 229
- Registado: 18/2/2007 17:55
Sem querer por em causa o que aqui meteste... quem é este senhor bilionário? E como sabes que é bilionário? É que pelo vídeo até posso ser eu a dizer aquelas coisas, para além das imagens ser pouco próprias, se este assunto for sério.
Cumprimentos
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Bilionário foge dos E.U.A. para a Ásia
Interessante... ele diz que quer que a filha viva na Ásia:
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- Mensagens: 229
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