저자: JimRogers/영상제작Money9—출연자소속미상 · 외국인
요약 보기
짐 로저스는 금·은과 인도 주식을 현재 매수하지 않지만 팔지도 않는다고 밝힘. 자녀 몫으로 금을 보유 중이며 금에 긍정적 시각. 반면 인도 시장은 과열(고평가)이라 투자하지 않고, 낙관이 극단에 이르면 경계해야 한다고 경고. 미국 부채·일본 인구감소·미중 갈등 등 글로벌 리스크도 언급. 룩셈부르크식 해석 대신 Ruchir Sharma는 금 랠리가 1979년, 주식 랠리가 1999년과 유사하다며 거품 경고, 과잉 유동성이 빠지면 금 급락 가능성 제시.
다듬은 글
At this time, tremendous activity is being seen in the commodities market. Meanwhile, world famous investor Jim Rogers said in his recent interview that he said many important things on gold, silver, stock market and world economy. He clearly said that right now he is neither buying gold nor silver nor Indian shares.
But they are not selling them either. This is what Jim Rogers says. But the biggest question is Sir, what do you want to say? Please give clarification on this. They are saying that neither are we buying nor will we sell. So what do you want to do? Not gold, look, Jim Rogers is saying a big thing and in a way he is telling about a bullish trend regarding gold and silver.
He says that he has gold and is not selling it. He says that I have kept the gold for my children. Someday in the future, the gold will be useful to them. So in a way this shows that he is bullish on gold. This means that there may be growth in gold in the coming time. Now Sir, I would like to make a stop to you.
You have said about gold that it is bullish, so in between this, Sir, there are also reports from global brokerage houses. I will quote that as well. Then you can take the discussion forward. Like JP Morgan sir, it is being said by JP Morgan sir that the price of gold can go up to $55 per share in 2026.
JP Morgan's report also said that by 2028, gold can reach up to $6000 per ounce. Sir, a report from UBS has also come regarding commodities. Buy gold on every dip. This is what UBS says. If we look at the target according to UBS, the target for gold is around $4700 per option. Then let's talk about golden sex, sir.
They are saying that gold prices can go up to around $900 per piece. And at present you have already seen sir that from this year till now, gold and silver have given a return of more than 50%. Ok? So all these reports are also showing a bullish trend and in this story I will also tell you a very interesting thing.
But first, what Jim Rogers is saying is about the stock markets, he has said a very important thing that when everything is going well, then you should doubt, then you should raise questions, then you should be worried and that is why he is a little apprehensive about the markets because the way the markets have risen, he felt that this could be dangerous.
He has said the same thing for the Indian market that the Indian market is overvalued, that is why he is not investing in it right now. He has said that we like the policies of India which are in a good direction, but right now the Indian stock market has become expensive, that is why he is not investing here.
He is also saying that when everyone is very happy and keeps expecting a boom, then one should be cautious. He said another big thing, he said that look, FIIs are selling in the Indian market and the domestic investors, whether they are institutions , are buying. So ultimately, the domestic investors seem to be more optimistic.
Seems more optimistic. And he said that because of the extreme optimism here, a danger signal is visible here. Here he is seen giving a warning. Ok. So this is indicating a bullish trend regarding gold. All these reports or Jim Rogers who are saying that even though I am not buying gold, I am not selling it either and this is for the future of my children.
The opposite opinion is being given by Ruchir Sharma, who is a very famous economist. He says that the rise in gold prices and the current situation of gold is pointing towards a big danger. The rally that we are seeing in gold is similar to the rally that happened in gold in 1979. On the other hand, the market rally is similar to the rally that took place in the markets in 1999.
So add one more thing to this, Sir, the Hunt Brothers case of 1980 which was related to silver. Of course, that silver rally was artificial. Now he says that both of them are showing speed together. Because it should be so and other experts say that gold is being used as a hatchet. Should be used as a hedge.
Ruchir Sharma says that in the current circumstances, the way both markets and gold are moving together. This shows that gold has lost its status as an aging tool because both are going up together and that is why they are saying that why is gold actually rising ? He tried to explain this. He said that after Covid, the world, especially America, has a surplus fund of 1.5 billion and a half trillion dollars.
That surplus fund of yours is going into AI, going into crypto, going into American bonds and after that it is going into gold. So the excess liquidity is actually invested in gold. And that is why gold prices are shooting up. If this excess liquidity dries up tomorrow, then there could be a major crash in gold prices and from here he seems to be giving a big warning regarding gold.
Let's also return to Sir Jim Rogers. He has pointed towards the global threat. He has said that he has made a comment on America, Sir, that the debt on America has increased a lot, which can become a threat in the future. We have discussed this issue many times in Money Central also. He also commented on the population of Japan.
They are saying that the population of Japan is decreasing due to which their economy may become weak. They have also expressed concern about the increasing debt of Japan and the tension between America and China is a cause of great concern. Many are saying that no one benefits from such conflicts and you have explained the stand of FIIs very well sir, but sir, we also need to discuss the global uncertainties and global tensions, sir, the way the debt is increasing on America and the shutdown issue, add that.
You have been continuously talking about the issue of hyperinflation in Money Central and the way Trump has imposed tariffs, his own economy seems to be crumbling. Sharma has also said a very interesting thing about what you are saying, he also has this to say about gold that if inflation increases in America, the kind of uncertainties that are there, the kind of geopolitical risks that are going on at this time, if inflation comes in America, whether it is due to trade or if inflation comes in America, then the entire gold investment scene will get disrupted by this.
This is a very big issue, here also he is pointing out a danger that there is a fear of inflation in America and if inflation comes then all the liquidity that is invested in gold, all this money can come back. So it is a matter of great concern.
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