thechinastory.org

Rice and Margin

HI City. Funny enough Jim Rogers is buying China and still shocking citi and other banking stocks.

About the rumours. I am not sure about margin purchasing but I am very sure that they are allowing derivatives. Derivatives will allow the Chinese to short the market as well as to long it. Therefore the market would not always go up up and up. The derivatives will absorb some of the excess liquidity is in the Chinese market.

A Bull In China: Jim Rogers' Latest Book on China's Growing Importance

even worse, I don't know how to buy commodity from Hong Kong.

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

BTW let's not try to figure out how Jim invests in China. In his book he tells you he can invest in S, J, H, B shares so here you go.

My question as an investor in HK is how to invest in commodity in Hong Kong. I look at a commodity broker site and you need $8M to open an account. Does any one know how to invest in commodity from HK?

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

I am three quatre way through his book. I will write an article in my blog once I finish. For now I will express my view here because there is so much in this book I can't hold back my expression.

I am an ethnic chinese worked and grew up in Europe and now in Hong Kong and lived in Shenzhen regularly. I write a blog about 'the china story' based on my own experience and I think I know something. However I am so surprise how much I am learning about China from a 'Westerner'. He knows a lot about day to day Chinese stuff that I wouldn't think a Westerner would notice or comprehend. In fact he knows a lot more. For example the water problem is a serious one I only know now after asking around. You don't hear about it on the five plus financial channel in Hong Kong. He is very up to date, for example about the 'golden holiday in China', macau gambling business, about how the mainland chinese people think. Reading this book, I am like oh that's why the Beijing Airport share price has been rising eventhough oil is at a record high and that's why people are so crazy about Taiwan stock now since the day Ma won't the election and there is so many new thing I learn. He also mentions about China Aerospace International Holdings 31.HK. There is no mention about military equipment from my data feed but I believe Jim. What does this mean? It means Jim knows something beneath the surface. Maybe research analysts put report on his desk every monday or maybe senior government source tell him during dinner but one thing is sure his information is no BS.

Jim roam China in 1984 that's when the guys start exploring the Silk Road from Japan and China. So he really is the first bunch to explore China.

I think he is very very clever and observant. I travel China and so do million others but I didn't pick up the stuff he notices. Most people only notice the spitting and bad stuff from China but he figures out the whole picture. To be honest I have a problem grasping even after he explains it let alone figuring it out myself.