Core Viewpoint - Jim Rogers holds a positive outlook on Chinese stocks, particularly in the tourism sector, while expressing deep concerns about an impending severe economic crisis in the United States [1][7]. Group 1: Investment in China - Jim Rogers currently holds stocks in China and has liquidated all his U.S. stocks, indicating a strong belief in China's growth potential [1][5]. - He emphasizes that all sectors in China have potential, with tourism being particularly promising due to the increasing desire of Chinese citizens to travel abroad and foreign interest in China [5][6]. Group 2: Economic Outlook - Rogers predicts that the next U.S. economic crisis will be the most severe of his lifetime, citing the unsustainable nature of the current economic boom and the historical patterns of debt repayment [7][8]. - He expresses concern over the U.S. debt situation, warning that complacency regarding debt could lead to significant consequences, drawing parallels to past economic shifts in other countries [7][8]. Group 3: Asset Allocation - In terms of asset allocation, Rogers holds gold and silver, viewing them as safe havens during crises. He notes that while he is not currently buying more gold due to high prices, he finds silver undervalued and is purchasing it [6][8]. - He maintains a significant amount of U.S. dollars, anticipating that during the next crisis, people will seek refuge in the dollar, despite his belief that it may not be a true safe haven [8].
已清空所有美股!传奇投资家Jim Rogers重磅发声 “下一次美国危机将是我有生以来最严重的”
Zhong Guo Ji Jin Bao·2025-08-02 05:27