This golden eye has been paying close attention to the growth of China since his first trip around the world. Since 2004, he has repeatedly predicted that the China stock market will fall below 1000 points, and then continued to predict that the China stock market will grow for at least 80 years. I have to admire such a master who can find investment opportunities in different environments all over the world. I can get the appreciation of Warren Buffett: no one can grasp the general trend. I began to pay attention to Rogers because he started to set foot in the China stock market and appeared more and more in our field of vision. From paying attention to his various remarks to observing and collecting his investment views and ideas. I found that this master who can grasp the general trend like others really has his own set. Regardless of his previous investments in other countries, let's think about what he has done in recent years. 1999, Rogers established the Rogers Commodity Index, and predicted the arrival of the commodity bull market, but unfortunately, this old guy didn't have a good starting point, and after the bubble of network technology stocks came out, he didn't really become a commodity bull. Then the Dow also surpassed the high point of the Internet technology stock bubble. In fact, the big bull market of commodities only started in 2002. Later, Rogers continued to sing a lot of high-profile songs for the simple reason that the demand was in short supply. Later, a book called Hot Commodity Investment was published to illustrate his point of view. Commodity bull market naturally brings stock market bear market, which is the basic foothold of the book Hot Commodity Investment. Rogers bearish on European and American stock markets, bearish, but not short. He knew that the fuse that caused the explosion was not lit. But he accurately predicted the problem of American real estate. After the subprime mortgage broke out, Rogers declared that it was one of the biggest credit bubbles in history. Later, I learned that he has been doing vacant houses, benefiting real estate and financial stocks such as the United States. More convincingly, he began to hold Swiss francs and Japanese yen. However, his reasons are not clear. Holding the yen only means that he is optimistic about the appreciation of the renminbi. In fact, carry trade generally exists in our foreign exchange market, in short, borrowing low-interest currency and buying assets with high-interest currency, which is one of the important factors pushing up the major stock markets in Europe and America. There is only one better explanation for holding Swiss francs and Japanese yen and bearish on the stock market. The yen has dropped from 125 to 100 now. Eisuke Sakakibara predicted that the yen would reach 80, and said that if it was below 90, it would not be interfered. Obviously, Rogers was right. Back to our China stock market, as the same type of investor, I admire him very much; But as a China person, I don't like him very much. From Rogers' many trips around the world, Rogers keeps saying that18th century is the century of Britain,19th century is the century of America, and 20th century is the century of China. This is a century-old tree in China. Almost every book of his involves China, and China is one of the places he has to go in his global travel; One of the main factors causing commodity bull market is China; Then came out a book "China Bull Market", which was awesome. On many occasions, Rogers claimed that he owned China shares and never sold them. But in fact, Rogers' stock list is decreasing. China bull market involves energy, roads, food, agriculture, environmental protection and so on. However, in his recent speech, he said that he was optimistic about the agriculture, water and tourism units. Rogers never said what stocks he held, or even how many stocks he held when he went to Air China for observation, but his words and deeds clearly revealed his views. From the first time that Rogers publicly stated in China that there was a potential bubble in China stock market (227 tragedy) to the later that he was willing to hold China stock for 80 years and leave it to his daughter. He also said something that made people feel contradictory. He said that there is a potential bubble in China, but if there is a bubble in China, it must be thrown out; China stock market had better spiral up, and let the stock market climb up and down slowly through government regulation. This is the best way to promote the China stock market. I think it is necessary for me to think that Rogers' lightening or closing positions is better by constantly deleting the records in the stocks that Rogers shouted more. Let's compare the energy, aviation, food and other stocks in this bull market, but through the comparison, we find that the stocks recommended by Rogers are some stocks that have been "forgotten" in this bull market, but these stocks are the companies that China has to focus on. Agriculture, since the snowstorm, agricultural futures have gone up and down again. Of course, I think this is just an excuse for the rise of agricultural products. In the commodity bull market, agricultural products are also the last role. We should remember that China mentioned by Rogers is one of the main reasons for the bull market of commodities. China has a population of 65.438+0.3 billion, and the food consumed every day can almost scare the world, not to mention that China is still developing! Just like a growing young man, he constantly absorbs food from the world. But Rogers knew that China was a smart country and China would see its own problems. Developing agriculture will become the top priority. Secondly, China is constantly used as an excuse by countries such as the United States and Europe. Environmental protection, the most important thing is water resources, and water treatment has become our key. Tourism, I believe Rogers thinks this is the effect of RMB appreciation. Maybe we should all pay more attention to Rogers' analysis. I believe that he chose the first wave of leading stocks in China bull market and now holds stocks with low valuation. We seldom find Rogers discussing RMB appreciation, but if China will be the protagonist in the 20th century, I'm afraid the RMB is not that simple. Judging from the historical trend of the pound against the US dollar, it seems that it is possible for our RMB to reach parity with the US dollar. I'm afraid that's why Rogers holds China shares. We calculated that no matter how fast the RMB rises, it will bring profit opportunities to Rogers' dollar. Rogers said that the RMB was strong, but he didn't say that it would appreciate. He can see the real problems of American trade better than American politicians. China capital market has become a suitable place for Rogers to invest. Instead of investing in the capital market, he invested in RMB, and the capital market only brought him more profits. China is a country that obviously uses tangible hands, which is the first factor we should know when investing in China. China stock market is not for mastering China's economy, never has been, and I believe it will never be. China stock market should be a place to collect capital for national development, and it will definitely develop in the direction recognized by China in the future. Rogers clearly saw this, and infrastructure is the key development of our country. Well, when we get here, we have a general understanding of Rogers' daily activities. Found a commodity bull market-European and American stock markets can't-commodity bull market reason: China-RMB appreciation, European and American stock markets can't-reason: real estate can't-short finance, real estate stocks-hold low-interest currencies. After a routine, it is really all-round investment, covering all aspects of foreign exchange, stocks and futures, step by step, and hit the nail on the head. Isn't that what we need? Excuse me, what have we learned and invested in this round of financial market transformation? In order to raise money to travel around the world, Rogers constantly appeared in the media, because his predictions often came true, and he was called investing in golden eye by Wall Street. This golden eye has been paying close attention to the growth of China since his first trip around the world. Since 2004, he has repeatedly predicted that the China stock market will fall below 1000 points, and then continued to predict that the China stock market will grow for at least 80 years. I have to admire such a master who can find investment opportunities in different environments all over the world. I can get the appreciation of Warren Buffett: no one can grasp the general trend. I began to pay attention to Rogers because he started to set foot in the China stock market and appeared more and more in our field of vision. From paying attention to his various remarks to observing and collecting his investment views and ideas. I found that this master who can grasp the general trend like others really has his own set. Regardless of his previous investments in other countries, let's think about what he has done in recent years. 1999, Rogers established the Rogers Commodity Index, and predicted the arrival of the commodity bull market, but unfortunately, this old guy didn't have a good starting point, and after the bubble of network technology stocks came out, he didn't really become a commodity bull. Then the Dow also surpassed the high point of the Internet technology stock bubble. In fact, the big bull market of commodities only started in 2002. Later, Rogers continued to sing a lot of high-profile songs for the simple reason that the demand was in short supply. Later, a book called Hot Commodity Investment was published to illustrate his point of view. Commodity bull market naturally brings stock market bear market, which is the basic foothold of the book Hot Commodity Investment. Rogers bearish on European and American stock markets, bearish, but not short. He knew that the fuse that caused the explosion was not lit. But he accurately predicted the problem of American real estate. After the subprime mortgage broke out, Rogers declared that it was one of the biggest credit bubbles in history. Later, I learned that he has been doing vacant houses, benefiting real estate and financial stocks such as the United States. More convincingly, he began to hold Swiss francs and Japanese yen. However, his reasons are not clear. Holding the yen only means that he is optimistic about the appreciation of the renminbi. In fact, carry trade generally exists in our foreign exchange market, in short, borrowing low-interest currency and buying assets with high-interest currency, which is one of the important factors pushing up the major stock markets in Europe and America. There is only one better explanation for holding Swiss francs and Japanese yen and bearish on the stock market. The yen has dropped from 125 to 100 now. Eisuke Sakakibara predicted that the yen would reach 80, and said that if it was below 90, it would not be interfered. Obviously, Rogers was right. Back to our China stock market, as the same type of investor, I admire him very much; But as a China person, I don't like him very much. From Rogers' many trips around the world, Rogers keeps saying that18th century is the century of Britain,19th century is the century of America, and 20th century is the century of China. This is a century-old tree in China. Almost every book of his involves China, and China is one of the places he has to go in his global travel; One of the main factors causing commodity bull market is China; Then came out a book "China Bull Market", which was awesome. On many occasions, Rogers claimed that he owned China shares and never sold them. But in fact, Rogers' stock list is decreasing. China bull market involves energy, roads, food, agriculture, environmental protection and so on. However, in his recent speech, he said that he was optimistic about the agriculture, water and tourism units. Rogers never said what stocks he held, or even how many stocks he held when he went to Air China for observation, but his words and deeds clearly revealed his views. From the first time that Rogers publicly stated in China that there was a potential bubble in China stock market (227 tragedy) to the later that he was willing to hold China stock for 80 years and leave it to his daughter. He also said something that made people feel contradictory. He said that there is a potential bubble in China, but if there is a bubble in China, it must be thrown out; China stock market had better spiral up, and let the stock market climb up and down slowly through government regulation. This is the best way to promote the China stock market. I think it is necessary for me to think that Rogers' lightening or closing positions is better by constantly deleting the records in the stocks that Rogers shouted more. Let's compare the energy, aviation, food and other stocks in this bull market, but through comparison, it is found that the stocks recommended by Rogers are some stocks that have been "forgotten" in this bull market, but these stocks are the companies that China has to focus on. Agriculture, since the snowstorm, agricultural futures have gone up and down again. Of course, I think this is just an excuse for the rise of agricultural products. In the commodity bull market, agricultural products are also the last role. We should remember that China mentioned by Rogers is one of the main reasons for the bull market of commodities. China has a population of 65.438+0.3 billion, and the food consumed every day can almost scare the world, not to mention that China is still developing! Just like a growing young man, he constantly absorbs food from the world. But Rogers knew that China was a smart country and China would see its own problems. Developing agriculture will become the top priority. Secondly, China is constantly used as an excuse by countries such as the United States and Europe. Environmental protection, the most important thing is water resources, and water treatment has become our key. Tourism, I believe Rogers thinks this is the effect of RMB appreciation. Maybe we should all pay more attention to Rogers' analysis. I believe that he chose the first wave of leading stocks in China bull market and now holds stocks with low valuation. We seldom find Rogers discussing RMB appreciation, but if China will be the protagonist in the 20th century, I'm afraid the RMB is not that simple. Judging from the historical trend of the pound against the US dollar, it seems that it is possible for our RMB to reach parity with the US dollar. I'm afraid that's why Rogers holds China shares. We calculated that no matter how fast the RMB rises, it will bring profit opportunities to Rogers' dollar. Rogers said that the RMB was strong, but he didn't say that it would appreciate. He can see the real problems of American trade better than American politicians. China capital market has become a suitable place for Rogers to invest. Instead of investing in the capital market, he invested in RMB, and the capital market only brought him more profits. China is a country that obviously uses tangible hands, which is the first factor we should know when investing in China. China stock market is not for mastering China's economy, never has been, and I believe it will never be. China stock market should be a place to collect capital for national development, and it will definitely develop in the direction recognized by China in the future. Rogers clearly saw this, and infrastructure is the key development of our country. Well, when we get here, we have a general understanding of Rogers' daily activities. Found a commodity bull market-European and American stock markets can't-commodity bull market reason: China-RMB appreciation, European and American stock markets can't-reason: real estate can't-short finance, real estate stocks-hold low-interest currencies.