Benefitting from Hong Kong Turmoil

Hong Kong isn't doing well. It has gone into recession and capital is flowing out of the country. That money is flowing into Singapore and Shenzhen as Jim Rogers suggests in this video. If you want to invest in Singapore, I would buy some real estate investment trusts like Ascendas.

Ascendas has a lot of real estate in Singapore and a bit in U.K. and Australia. Dividend yield is 5.5%, which is better than 0% on your bank deposit. The trend of this stock is up and it isn't overvalued.

BTW, Jim is also buying Russia, which I have been promoting for months.

Adecoagro (AGRO): Agriculture in South America

At the beginning of 2012 agriculture prices are starting to turn around after the big correction that occured in 2011 (Chart 1). Speculators have started to add net long positions in agriculture due to drought concerns in South America.

Chart 1: Rogers Agriculture ETN (RJA)

A great play on agriculture is Adecoagro (AGRO), to find out, go to: Seekingalpha