Thursday, October 9, 2014

What Jim Rogers is buying

Russia and India

I am buying stock index in India, stock index in Russia. I am long on fertilisers and agriculture commodities as I expect prices to go up. I am overweight on the US dollar. 


I am overweight on Japanese blue chips as pension funds there are adjusting their portfolios. 


I am overweight on China as the government is emphasising its economic plans for the next 20-years.