Wednesday, February 06, 2008

Jim Rogers Interview on resourceinvestor.com

Recent interview by our hero, Jim Rogers, on Resource Investor.

Much of the same material we've talked about here before, but I tried to read anything by Jim Rogers I can find. He reiterated his best investment ideas for right now:
  • agriculture
  • Chinese renminbi
  • Swiss franc
  • Japanese yen
  • short Investment Banks
I have been reading that a lot of value investors are taking a hard look at Japan - stocks are so beaten down that many are trading for the cash on the books. Maybe another good way to get Yen exposure - something to investigate.

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