Adventures of the VN30 Equal Weight Index ft. Jim Rogers - a podcast by Peter Pham

Legendary investor, Jim Rogers, comes back to The Big Trade Series for an insightful conversation on capital markets. Peter and Jim start with an update on their US dollar positions, which they discussed last year. The discussion moves on to global currencies, they talk about the possible relationship between the US dollar and Chinese renminbi, the growth of the renminbi, and how some currencies would benefit from a rate hike. The conversation shifts to the agricultural industry and Peter talks about the attractiveness of this space in Vietnam. Jim then shares his thoughts on government incentives.

The two next delve into stock index construction for emerging countries. Peter discusses the challenges, including low liquidity, foreign ownership restrictions and the dominance of state-owned enterprises. He then mentions how an equal weight index – which he will launch very soon - will be able to handle these problems. This is followed by a discussion on various subjects, including the potential of the organic food sector, the synergy between China and Russia, the TPP and free trade agreements and the knowledge-based economy. Jim concludes the conversation by sharing his daily routine.

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