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ジム・ロジャーズインタビュー記事です。
以下は一部引用なので全文は引用元サイトでご覧ください。

2016年2月15日(日経ビジネスオンライン):


日本はもう景気後退期に差しさしかかっている。すでに調整は始まっているのだ。2008年のリーマンショックの時より深刻な状況になるかもしれない。債務は当時より膨らんでいるのだから。

通貨に関しては米ドル、日本円、人民元を保有しているが、日本円はもう売り時と考えていて、来週には売ってしまおうと思っている。だいぶ円高に動いたからね。

私は今、何も動いていない。どの国の株式も債券も危険すぎる。短期トレーダーでない限り、手を出してはだめだ。

ただ、前々からの持論だが、農業関連の資産に投資するのは有効だと思っている。

安全資産と言われている金は、最近また価格が上がり始めているが、価格が1トロイオンス1000ドルを下回らなければ投資する価値はないと思っている。



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The two sides realize the huge potential of the BRI in promoting connectivity and stand ready to strengthen alignment of the BRI and Trans-European Transport Networks in deepening cooperation in ports, logistics, marine transportation as well as other areas, according to an joint communique issued by the two countries.
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Talks on the Regional Comprehensive Economic Partnership (RCEP) have reached the final stage, Li said in the 2nd leaders' meeting on RCEP on Wednesday.
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