China has great potential in agriculture – Jim Rogers Blog 09-24-13

Salient to Investors: Jim Rogers writes: The world is short of agriculture products, the agriculture population is reduced sharply, and the average age of global farmers is too high. China has great potential in agriculture, creating an opportunity for agriculture investors. Read the full article at  http://blogjimrogers.blogspot.com/2013/09/china-has-great-potential-in-agriculture.html Click here to receive free

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The Renminbi Will Continue To Appreciate, But Jim Rogers Is Overly Optimistic – Seeking Alpha 09-20-13

Salient to Investors: Vincent Ho writes: China has kept wages low through monetary policy to attract capital investment from manufacturers, thereby exporting deflation as low labor wages keep prices of manufactured goods lower. China’s central bank will intervene to keep inflation relatively low and stop any significant deflation that would

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Globalization is good for Chinese people – JIm Rogers Blog 09-20-13

Salient to Investors: Jim Rogers writes: Renminbi globalization is good for all China because it means every investor worldwide can invest there, bringing great market opportunities to China’s commodities. China will become the world’s center for commodity transactions and its financial market will be the best in the world.The US

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Pimco Raises Outlook for 2014 Growth Citing Fiscal Policy – Bloomberg 09-19-13

Salient to Investors: Saumil Parikh at Pimco said: Global growth will increase to 2.25 percent to 2.75 percent through September of 2014 as US and European policy won’t hamper growth as much as in the past, private sector confidence strengthens as global wealth increases, and central banks use monetary policy

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Europe Gaining Confidence Among Investors in Global Poll – Bloomberg 09-11-13

Salient to Investors: A Bloomberg poll of investors, analysts and traders showed: 40% see the euro-area economy as improving, more than 4 times the number in May 40% see the world economy as strengthening, the most since January 2011. 52% expect stocks to produce the best return over the next

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BlackRock to JPMorgan See Deeper Emerging-Market Losses – Bloomberg 09-09-13

Salient to Investors: Wall Street’s biggest firms are predicting intensifying bond losses in emerging markets, where borrowing costs have already soared to the highest in more than 4 years versus US corporate debt. Jeffrey Rosenberg at BlackRock is not convinced we have seen the worst in terms of flows out

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