Group 1 - Jim Rogers holds stocks in only two countries globally, with China being one of them, having liquidated all U.S. stocks [1] - He expresses a strong belief that the next U.S. crisis will be the most severe of his lifetime [5][6] - Rogers emphasizes that China is rising as a major global power, regardless of differing opinions [3] Group 2 - Rogers is optimistic about various sectors in China, particularly the tourism industry, citing a historical lack of travel among Chinese people and a growing desire to explore the world [4] - He acknowledges the potential of the "Belt and Road" initiative to transform global dynamics [4] - Despite recent underperformance in the Chinese stock market, he believes in a bright future supported by government measures [4] Group 3 - Rogers expresses deep concern over U.S. debt issues, warning that ignoring this problem could lead to severe consequences [5] - He draws parallels between the current U.S. situation and historical debt crises, such as the one faced by the UK in 1976 [5] - He criticizes the prevailing attitude in Washington that downplays the significance of U.S. debt due to its perceived strength [5] Group 4 - The outlook for U.S. stocks is pessimistic, with Rogers predicting an extraordinary recession following an unprecedented bull market since 2009 [6] - He notes that the Federal Reserve's extensive money printing and historically low interest rates are unsustainable [6] - Rogers maintains a significant amount of U.S. dollars, anticipating that they will be viewed as a safe haven during the next crisis, despite his personal skepticism about their safety [6]
已清空所有美股!罗杰斯: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 06:50