Jeflin's Investments

Jim Rogers on China

Emerging markets show the largest growth in a bull market but they also have a tendency to contract drastically in a slowdown.

With the way global stock markets are linked together , this is an aspect which we have to be aware when investing in BRIC. There is no such thing as decoupling, if the US falters, so does the world.

China is facing unprecedented economic problems after enjoying years of double digit growth. A lot of businesses are caught in the credit squeeze and low consumption. Most are set to close down, leaving hundreds of thousands unemployed.

This recession will not stop China's progress in its tracks but in the short term, "bullish in China" is a dangerous term.