At an investment seminar in Tokyo attended by approx. 1,000 and covered by around 30 news outlets, Jim Rogers made his case for investing in China. Not much new here, as Rogers said he likes ag commodities, metals/precious metals and natural components of solar panel plays. For China specifically, he emphasized water treatment as the key sector. And while acknowledging the worst recession in over half a century in he U.S. — which he expects will eventually end but drag on for some time still — he says if one must buy stocks (ex-China) then to look elsewhere such as Japan and Brazil.
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ジム・ロジャーズ：東京セミナー、中国への強気姿勢は不変
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