Jim Rogers has not been buying any equity shares since November 2008 when bought Chinese equities. But it is needed to say that this was very accurate bottom picking.
Last record from mid of March declares short equity position in JP Morgan (JPM). Their off-balance-sheet derivative positions are among the top three in the world.
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Perhaps favourite commodity pick is seen at soft commodities and agriculture as such.
About the currencies Jim still owns US dollars and predicts strengthening for the most of 2009.
Jim has travelled extensively around the world and has written some of the best investment books available for traders. His latest book is a Bull in China, a book about the Chinese stock market.
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