GKM

Book Review: Jim Rogers' "A Bull in China"

I think the author answered his questions with most of his own theorizing. Anyone long the AUD, NZD, JPY would have profited significantly not to mention the stock listed, funds, etc. Even an investor with the sizable wealth like Rogers would find enough correlated investments and strategies to essentially get long China.

In fact, the direct China play might be overdone to begin with, particularly given some of the legal or regulatory hurdles outlined. Best to capitalize with the indirect and less obvious instruments. How about trains, planes, and automobiles for instance, commodities, software and hardware, shipping? I'm no where near China but I can still hear a load sucking sound coming from that direction for the foreseeable future.

I would find it hard to quibble with Rogers's strategies and chance of future success. The best predictor of future success is past success. Hitch your wagon to someone with that kind of track record and enjoy the ride. Just figure out your own workable strategies given the individual circumstances.