Core Viewpoint - Jim Rogers currently holds stocks in China and has sold all his US stocks, predicting that the next US crisis will be the worst in his lifetime [1][7]. Group 1: Investment Outlook - Jim Rogers believes that China is rising as a major global power, regardless of public opinion [3]. - He is optimistic about the tourism industry in China, stating that it has significant potential as Chinese citizens are increasingly traveling abroad [6]. - Despite the recent underperformance of the Chinese stock market, Rogers sees a bright future for China, supported by government measures to boost economic development [6]. Group 2: Economic Concerns - Rogers expresses deep concern over the US debt issue, warning that ignoring it could lead to severe consequences [8]. - He draws parallels between the current US situation and the UK's past debt crisis, suggesting that the US may not always maintain its leadership position [8]. - The investment community's complacency regarding US debt is criticized, as Rogers believes that the next economic downturn will be unprecedented [9]. Group 3: Asset Allocation - Rogers holds gold and silver as safe-haven assets, noting that while gold prices are at historical highs, silver is currently undervalued [6]. - He plans to buy more gold if prices drop, indicating a strategic approach to asset allocation [6]. - The expectation of a future crisis leads Rogers to maintain a significant amount of US dollars, anticipating that many will seek it as a safe haven [10].
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”
中国基金报·2025-08-02 05:33