น้าจิมพูดถึง commodities ครับ พูดที่ Bkk ซะด้วย
โพสต์แล้ว: ศุกร์ ส.ค. 22, 2008 11:25 am
สรุปย่อๆก็คือแกว่า commodities น่าจะไปต่อ หลังจาก huge correction ครั้งนี้ครับ แกถึงขนาดบอกว่า ไม่ว่า supply จะออกมามากมาย, หรือ ศก จะพัง, commodities ก็จะไปต่อ ไม่ว่าจะเป็น soft/hard ครับ
เห็นยังไงกันบ้างครับ
Jim Rogers Says Commodities Will Rebound After Drop (Update1)
By Rattaphol Onsanit
Aug. 21 (Bloomberg) -- Jim Rogers, who in April 2006 correctly predicted oil would reach $100 a barrel and gold $1,000 an ounce, said a tumble in commodities from records represented a temporary reverse in a long-term rally.
``I don't see that it's the end of the bull market,'' the chairman of Rogers Holdings, said in an interview in Bangkok before speaking at an investor conference later today. ``Until either a lot of supply comes on stream or the economy collapses, the bull market will continue,'' he said.
Soybeans, copper, platinum and crude oil have dropped from all-time highs after a rally in the dollar curbed demand for raw materials as a hedge against inflation and concerns increased that economic growth will slow. Sixteen of the 19 commodities in the Reuters/Jefferies CRB Index fell this month, after the index plunged 10 percent in July, the biggest such drop in 28 years.
``I am contemplating whether it's time to get involved in base metals again,'' Rogers, 65, said today. ``I haven't bought any for awhile.''
Gold fell to the lowest since October on Aug. 15, while platinum had the biggest intraday loss since 2001. Aluminum has dropped 18 percent from a record on July 11 and Nickel is down 26 percent in the past year.
Marc Faber, 62, who told investors to bail out of U.S. stocks before 1987's so-called Black Monday crash said Aug. 15 that commodities may have peaked. ``Whether that is a final peak or an intermediate peak followed by higher prices, we don't know yet. It could go lower,'' he said.
Rogers, who moved to Singapore after selling his New York townhouse last year, said he was still optimistic about agricultural commodities and China's economy, favoring the tourism, education, infrastructure, and power generation sectors.
เห็นยังไงกันบ้างครับ
Jim Rogers Says Commodities Will Rebound After Drop (Update1)
By Rattaphol Onsanit
Aug. 21 (Bloomberg) -- Jim Rogers, who in April 2006 correctly predicted oil would reach $100 a barrel and gold $1,000 an ounce, said a tumble in commodities from records represented a temporary reverse in a long-term rally.
``I don't see that it's the end of the bull market,'' the chairman of Rogers Holdings, said in an interview in Bangkok before speaking at an investor conference later today. ``Until either a lot of supply comes on stream or the economy collapses, the bull market will continue,'' he said.
Soybeans, copper, platinum and crude oil have dropped from all-time highs after a rally in the dollar curbed demand for raw materials as a hedge against inflation and concerns increased that economic growth will slow. Sixteen of the 19 commodities in the Reuters/Jefferies CRB Index fell this month, after the index plunged 10 percent in July, the biggest such drop in 28 years.
``I am contemplating whether it's time to get involved in base metals again,'' Rogers, 65, said today. ``I haven't bought any for awhile.''
Gold fell to the lowest since October on Aug. 15, while platinum had the biggest intraday loss since 2001. Aluminum has dropped 18 percent from a record on July 11 and Nickel is down 26 percent in the past year.
Marc Faber, 62, who told investors to bail out of U.S. stocks before 1987's so-called Black Monday crash said Aug. 15 that commodities may have peaked. ``Whether that is a final peak or an intermediate peak followed by higher prices, we don't know yet. It could go lower,'' he said.
Rogers, who moved to Singapore after selling his New York townhouse last year, said he was still optimistic about agricultural commodities and China's economy, favoring the tourism, education, infrastructure, and power generation sectors.