Is China primarily your investment in Asia?

As far as stocks? Yes. My stock investment is almost entirely in China. I don't own too many stocks around the world. My portfolio is mainly in commodities because if the world economy gets better commodities will do well because there are shortages. If the world economy does not get better, real assets, commodities, are probably the best place to be because they are going to print more money. Printing money is the wrong thing to do but they don't know anything else to do so they'll just print more money. Throughout history when people have printed money, it's been good for real assets.

Now when you say world economies get better and that that will be good for commodities what about dollar-backed commodities? Won't that hurt those prices?

It won't matter if the dollar goes up, if the dollar goes down, it doesn't matter. I mean they're denominated in dollars but if the dollar goes down, say, something's got to go up against it and one of the things that will go up will be commodities.

Plus, there's shortages developing in commodities. I don't know if you've tried to buy any tin recently or any rubber recently or any cotton even. Shortages are developing everywhere no matter what currency the commodity is denominated in.

Don't miss my next Q&A with Rogers as we break down the commodity landscape and he reveals his favorite commodities to buy right now.


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-- (symbol) by Alix Steel in New York.

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