ジム・ロジャーズ情報ブログ2007-07-25T04:25:10+09:00みかんジム・ロジャーズ非公式ファンサイトブログ米ドル・日本円はヨーロッパの問題によりしばらく上昇するでしょう。http://blog.jimrogers-fun.com/Entry/328/2010-03-04T18:55:18+09:002010-03-04T18:55:18+09:002010-03-04T18:55:18+09:00みかんジム・ロジャーズ関連ニュース記事
Water is bigger issue than inflation for India: Jim Rogers
Do you think that the sovereign debt crisis in Europe has proved you right because you have been saying that none of this should be done and banks should simply have been allowed to fail?
I sometimes get it right and even I get it right sometimes. Banks should have been allowed to fail and its country should be allowed to fail. If I were a German citizen, I would be outraged that I might have to start paying for Greek politicians who went and spend huge amounts of money. There are more countries set to payout not just in Europe but around the world.
Do you think that the UK is going to lose its AAA credit rating this year?
Q:
あなたは、今年、英国がAAAの信用格付けを失うと思いますか？
Of course. How can they maintain the credit rating other than fixing the books, or something. The UK has staggering amounts of debt that it has taken on in the past few years.
The recent strength in the dollar is it here to stay?
Q:
最近のドルの強さはしばらく続きますか？
It’s here to stay for a while because of the serious problems in Europe many people were using the dollars carry trade and now reversing and borrowing at low interest rates and investing elsewhere and now having to take that money back and we burst the carry trade and that makes the dollar go higher for a while. I own the dollar for that reason and I own the Japanese yen for that reason. Both could be temporary beneficiaries of what is happening in Europe.
It’s happening. Don’t you read, don’t you watch the TV, don’t you see what is happening in Europe? I mean, we are having at least the semi-crisis and I think that we are going to have more and more currency turmoil over 2010 and 2011. It’s happening. I am glad you brought it up.
米ドルが上昇すると言っていますが、日本円も強いと言っているので、円売りドル買い注意したほうがよさそうです。
ちょっと前は米ドルを悲観してましたが、今は短期ではポンドとユーロのほうを悲観しているようです。]]>
インドにとって水問題はインフレより大きな問題ですhttp://blog.jimrogers-fun.com/Entry/327/2010-03-02T07:37:27+09:002010-03-02T07:37:27+09:002010-03-02T07:37:27+09:00みかんジム・ロジャーズ関連ニュース記事
Water is bigger issue than inflation for India: Jim Rogers
2月23日（ET Now）：
インドにとって水問題はインフレより大きな問題です
-ジム・ロジャーズ
In an interview with ET Now, investment guru Jim Rogers says that water problem is a bigger issue than inflation for India and it should also Jim Rogers invest in infrastructure.
As an investor, would you say that the biggest risk in India today is inflation?
Q:
投資家にとって、現在のインドの最大のリスクはインフレでしょうか？
No. The more serious risk in India is the huge water problem that northern India has. If they do not do something about the water problem, then there would not be an India story at all but inflation is certainly one of the problems that India is facing.
It is interesting that you mentioned agriculture and also water because farm productivity is stagnant in India and now the government is getting seriously worried about it. What is the recipe?
I am happy that they are getting seriously worried about it after 50 years or 60 years or whatever it has been, but India should be one of the most productive agriculture nations in the world. You have got the land, you have got the soil, you have got the weather, everything is right for India and yet, there are so many regulations and it is almost impossible for Indian farmers to produce much less to compete with the rest of the world. Thousands of Indian farmers commit suicide every year because they cannot make a living and yet in India you should be putting America to shame with your agriculture production instead of sitting and importing food.
China's move to reduce its holding of US debt is likely to continue in the long term while the "euro scare" may last a while, legendary investor Jim Rogers told CNBC.com Wednesday.
「中国の米国債を減らす動きは、ユーロ不安が終わりそうになるまで、長期的に続きそうです。」と伝説の投資家ジム・ロジャーズ氏は、水曜日にCNBC.comで話しました。
"I am surprised China has not dropped more," Rogers told CNBC.com.
ジム・ロジャーズ氏:
私は中国がもっと保有高を減らされなかったことに驚いています。
Asked if the US should be worried about this trend, Rogers, who does not hold US Treasurys, said: "Of course. The US should be worried about everyone lightening up ? not just China."
Asked if the trend of unloading US government debt was likely to continue, Rogers said: "Probably after this euro scare is over - which may take a good while."
引用元記事(一部抜粋)
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投資家や会社は、中国と親密な関係を続けるのが賢明です。http://blog.jimrogers-fun.com/Entry/323/2010-01-31T12:40:01+09:002010-01-31T12:40:01+09:002010-01-31T12:40:01+09:00みかんジム・ロジャーズ関連ニュース記事
Rogers trains guns on Chanos for China remarks
American investment guru Jim Rogers has debunked contrarian investor James S Chanos suggestions that China's investment bubble may lead to a Dubai-style implosion.
"It is absurd to say China is in a bubble when the stock market is 50 to 60 percent below its all-time high. If you have a bubble you have things going through the roof. You have everybody screaming fire every day," he said.
"His remarks show a lack of understanding about Dubai and of China. Dubai's economy is built on real estate speculation, whereas China's is not. It is just part of the Chinese economy," said Rogers.
"Whenever governments print a lot of money, you get inflation. That is the way the world has always worked," he said.
「政府が多くお金を刷る時、インフレがは常に起こります。これは常に世界で起こった法則です。」
"I am sure inflation is going to go to levels seen in the 1970s, if not higher. It is not necessarily going to happen this year, but certainly over the next few years."
"It (the money) has only so many places it can go. You cannot go and buy a house on the (French) Riviera. More and more overseas Chinese investors would want to keep their money in yuan, as they know it would appreciate later.
Refuting claims that interest rates would need to remain low to avert potential deflation, he said central banks would have to hike rates in order to keep their economies under control.
"Governments around the world are going deeper and deeper into debt and this has got to be financed. Someone will have to pay higher rates eventually, " he said.
"Interest rates have already gone up to some extent. The US long-term government bonds market has already dipped beyond its low. The US government is trying to hold down interest and mortgage rates but there is only so much they can do."
Rogers, who last invested in China equities in October 2008, said he had no clear view on whether the recent rally in share prices in China and around the world would reverse.
"My investments have been mainly in commodities because if the world economy improves there are going to be shortages. If it doesn't improve, commodities are still the place to be in, as they (governments) are printing so much money," he said.
Rogers, whose latest book is A Gift to My Children: A Father's Lessons for Life and Investing, remains bullish about the prospects for the Chinese economy over the long term.
ロジャーズ氏の長期的な中国経済への見通しについては楽観的なままです。
He believes the economic crisis could prove the catalyst for China to take over from the US as the next economic superpower.
"In the 1920s and 1930s there was shift from the UK to the US aggravated by financial upheaval and the same thing is happening now. We are in the process of a transition of economic power from America to Asia. It has been exacerbated by the financial situation," he said.
He believes that if China does become the world's dominant economic power again, it will have achieved something no other country has ever done before.
"Great Britain was great once, Egypt also once and Rome once too, but China will have done it four of five times. After 300 years of decline everything is coming together for China in the 21st century," he said.
The financial crisis is likely to lead to food shortages in a few years because the agriculture sector is in dire need of funds, legendary investor Jim Rogers told CNBC Friday.
"Sometimes in the next few years we're going to have very serious shortages of food everywhere in the world and prices are going to go through the roof."
Cotton and coffee are good buys because they are very distressed, while sugar, despite the fact that it has gone up a lot, is still down 70 percent from its all-time high, according to Rogers.
If the economy rebounds, commodities prices will rise because of increased demand, while if the economy continues to be weak, central banks will keep printing money and commodities will be used as a hedge against inflation, he explained.
