저자: JimRogers · 외국인
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미중 무역전쟁 휴전은 시장에 긍정적이며 당장은 상승장이 이어질 것으로 본다. 트럼프 행정부가 중국과의 무역전쟁을 자제하고 있어 단기 휴전이 유지될 가능성이 크다는 판단이다. 다만 경제가 악화되면 연말이나 내년쯤 트럼프가 다시 중국을 압박하며 무역전쟁이 재발할 수 있다고 본다. 북한 국경은 1년 전부터 밀수 등으로 허술해졌고, 5년 전 방문 때 많은 사람이 국경을 넘나들어 다리를 새로 지어야 했다는 점을 언급한다. 김정은이 투자 개방을 추진 중이라 보며, 비핵화 협상이 결렬되면 거래가 무산될 수 있다고 우려한다. 미국 증시는 사상 최고치라 비싸다고 보고, 일본 증시(고점 대비 50%↓)와 중국 증시(40%↓)가 더 싸다며 아시아 주식을 매수 중이라고 밝힌다. 싱가포르 국부펀드 테마섹이 골드만삭스·모건스탠리·아마존 지분을 줄인 것도 언급한다. 트럼프의 정책으로 중국과 러시아 간 교류가 늘었다는 점을 들어 미중이 협력하면 세계를 지배할 수 있다고 말한다. 미국 기술주·반도체 등 개별 종목에 대한 언급은 없다.
다듬은 글
Treasury secretary minuchin says the trade war with China is quote on hold Jim Rogers is here legendary investor great to see you rate stop that means no does it in Chinese Mandarin or Cantonese Mandarin I don't speak of myself now last time you're on the show you warned that a trade war can really upset the whole apple cart well now it appears we've got at least a short-term truce you approve of that well I can see the markets going up I know there's a shortage of it when I was in I went to big Chinese conference in April and and the president said he's pulling back he doesn't want a trade war he's very clear he is pulling back and now apparently the u.s.
is pulling back too and if we're gonna pull back we're gonna have a great time for a while I don't think there's gonna be a trade war trade war means they file we filed a photo and everything's going to be okay until the economy gets bad later this year next year then the trade war break out because mr.
Trump will say it's your fault and I'll hit you you think I know you go don't you watch Fox News every day don't you watch Fox Business I know when I can when I can it's not often I live in Asia you live in Singapore I live in Singapore yeah yeah I think you know something about the next subject which is this president Trump tweeting about China and the North Korean border this one let me read this China must continue to be strong and tight on the border of North Korea until a deal is made the word is that recently the border has become much more porous and more has been filtering in our opinion on North Korea our spies are not doing a very good job headboard has been porous for a year last time I was there which was five years ago they had to build a new bridge because there were so many people going back and forth across some bridge North Korea nice twice yeah why I wanted to see if I could invest I wanted to see what was happening the kid is making very dramatic changes the kid has in Kim Jong good yeah yeah yeah I call him the kid do you think he's making changes where a foreign investor would be allowed in and to keep his money and make some money I'd yeah because he will let me in but the Americans won't let him I'm a citizen of the land of the free you I cannot enraging kim jeong-hoon the government the government gave me all kind of promises blah blah blah said okay fine but I'm a citizen of the land of the free I cannot invest in your country well you think you ever will invest in your jong-un once it's legal I hope I'm the first one there what would you buy into they don't have anything tablecloths so electricity anything you know about they need so therefore they should be making a deal with President Trump no matter what that kid has been trying to make a deal with America for three years Obama cut it back the bureaucrats in Washington cut it back when he was trying to he wanted to sign a peace treaty Obama's not Obama but his boys said no well the current negotiations are about whether they get rid of their nukes or not that's what we got to get rid of our nukes in South Korea I don't know Jim I can tell you no I can tell you we're not and that's one reason the deal may falter now you're gonna say South Korea doesn't have any nukes what we're 2,000 American troops in South Korea if something happened that afternoon the nukes would be there from Okinawa so your opinion is the present Trump will mess up the deal or possible North Korea is that what your that seems to be the only risk I don't know if he's gonna hope he doesn't I hope he doesn't because the Chinese wanted the North Koreans wanted the South Koreans wanted the Russians wanted everybody wants it the risk is the mr.
Trump are his people won't mess it up why are you so down on mr. Trump I'm not down on mr. Trump I want this deal to go through so I can invest in North Korea no no I want it to happen but no but you see what don't you watch Fox News Business News you see what he's saying I'm all it does American politics mean anything to you as an investor I mean you're a very successful guy does it make any difference to you about what's going on with Russia Russia Russia and the probes of Nora and all the rest of it has to has to is America the most important economy in the world a and I am an American citizen and taxpayer so I have to anyway but of course America is the most important economy I think it's going Trump's way I think he is winning this politically at this moment is six months ago that's certainly what now I think he is that's a different story I don't know I should watch Fox but I will tell you that mr.
Trump is making China great again everybody in the world is not doing bismal business with China because we're slapping them in the face and cutting them off no cutting them off they've just agreed to buy a total cultural product you don't know about the Russians the Russian sanctions the Iranian sanctions the Chinese slap slap slap no what do you report on Fox News yes I do reports are pushing the rap if you go to Moscow Airport now it's full of Chinese five years ago if you went to Moscow Airport you couldn't see a Chinese now they're everywhere because they're all being pushed together by mr.
Trump and his policies and you think our policy visa vie China will fail I didn't say that what do you thinks the end I hope your goodness because America and China could just dominate the whole world if we work together we have the two largest economies in the world we could do anything we wanted unless we get into a fight and somebody in Washington seems to want to fight not me I want I want America and China to boom so we could all get rich would you like to be rich no comment yeah absolutely no comment now you live in Singapore I think yes I do now the Singapore wealth fund what's it was it called Temasek a market rate okay okay the MAS and they have been selling I think they've cut their holdings in Goldman Sachs Morgan Stanley Amazon do we make anything of this because that's a giant national wealth fund it is one of the largest sovereign wealth funds in the world and somebody at that firm says oh they've gone up a lot let's sell whether they're doing the right thing I don't know I'm not investing much in the US because the u.s.
is making all-time highs Stewart you buy low and sell high I know your parents don't do that so I'm buying Asia cuz those stocks the Japanese stock market is down 50 percent from its all-time high yeah well that's low the Chinese stock market is down 40% from its all-time high that's lower most of our viewers don't think in terms of putting their money into the Japanese stock market or any other stock Maalik except Muraki don't you put any money here I don't not at the moment it's making all-time high you don't have money in America in a matter of socks virtually non Stuart I want to repeat these other markets are down 50% that's much cheaper than a market making all-time highs are you in the money on the investments you've made in the Japanese market and elsewhere in the world yes but they have invested over the years several years ago I gosh I won't even know I'm embarrassed how much money I'm making in Japan well I make plenty of mistakes don't think I don't make mistakes what do you do with it all my first wife serious talks about my mistakes my first what you worth hundreds of millions of not either I'm a simple person from Alabama okay so what do you do with your hundreds of millions of dollars what do you do have to pay the rent have to load what do you do what is your goal you've made a ton of money you and I are about the same generation I mean we're late in life you think I'm as old as you well I hope that I can leave some for my children not not all for my children I don't want to spoil them I told my daughter she had to get a job all of her friends he's 14 why do you have to get a job you know what I thought she would go to McDonald's and make $8 an hour she's teaching Mandarin and making $25 an hour speak English the self-deprecating legend of the investment world Jim Rogers he was a pleasure though Jim I'm delighted to see you thanks dad right
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