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Jim Rogers : ….because I expect the U.S. and Europe to slowdown in 2013 and 2014. Sure, some parts of the Chinese economy will be fine, but most of China, especially those dealing with Europe and the U.S. will have problems.
China is spending billions of dollars to clean up its air and water, so (environmental technology and) water treatment sectors will do very well. If you are in agriculture, you will not care if America is in trouble.
Also, some parts of the Chinese economy will still have a hard landing, such as the property sector. So it’s a mixed bag.
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The Jim Rogers Blog features articles and videos from Jim Rogers. A summary of each video is also provided. This page is updated with Jim Rogers' investment advice and commentary on stock recommendations, the global financial markets, and the economy.