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Jim Rogers' view on EMs

Feb 24, 2014

Here is today's recommended reading list from Equitymaster...

Jim Rogers' view on EMs
Jim Rogers is a long time value investor. His views are well respected by the investing community. In this article he airs his views on emerging markets (EMs) and also highlights his top bets in the current scenario. In the interview he also speaks extensively about the cause of EM crisis. Read on to find out more... (TheCrux)

Is there likely to be a capex recovery in the US?
Most analysts and economists had opined that a US recovery this time would be different because it would be aided by huge capex spending. Something that was missing for quite some time now. So far, they have been proven wrong because capex has failed to really take off. The recovery, if any, is a false one largely driven by the US Fed's distorted and loose monetary policies. What more, it seems more and more likely that capex in the US will reduce going forward. Read on to find out why. (Zerohedge)

Can gold prices drop by 50%?
The price of gold and gold mining stocks are typically correlated. But incidentally, the decline in stock prices of gold miners in recent years has far outpaced the decline in the price of the yellow metal. There is always the possibility that the relationship between gold mining stocks and gold itself has broken down. For unlike the safe haven status of gold, investors may have simply lost faith in the management of the gold mining companies. Their ability to profitably mine gold may also be under question. So what is the possibility that the correction in price of gold mining stocks will start reflecting in gold prices as well at some point of time? Read on to find out... (CnnMoney)

2014: Bull or Bear?
The year 2014 promises to be a turbulent one for stocks. Some people have already begun talking about a bear market in US stocks. Others however, are more positive. Irrespective of the long term prospects of the US stock market, the short term trend is very clearly explained in the article. Investors would have to be cautious about both the possibilities and would have to tread carefully in 2014. (SafeHaven)

Dividends: The Gateway to Financial Freedom
Dividend growth investing is a type of strategy which requires patience. When investing in a stock, the expected returns in the form of dividends may not be substantial when seen in isolation or in absolute terms. But when one follows this strategy multiple times, it is bound to have a significant impact on one's portfolio. And not to mention, one should not undermine the power of compounding when using this style of investing. The author of this article explains his experience with dividend stocks and how he changed his perception about dividend stocks after seeing results in few short years. (GuruFocus)

Devanshu Sampat

Devanshu Sampat (Research Analyst) has a degree in commerce and nearly 5 years of experience in equity research. He draws inspiration from successful value investors across the globe and constantly endeavours to refine his own unique stock picking approach. While a firm advocate of the principles of value investing, he believes in adapting a versatile investing strategy in response to varying market conditions. Devanshu contributes to our Megatrend investing service The India Letter.

Disclaimer:
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