Rogers asserted he is more optimistic about agriculture than other sectors of the world economy, especially after oil plummeted in the second half of 2014. While he affirms that the basic fundamental problem in agriculture still exists, he doesn’t see “supply yet that can cause a permanent change in the supply/demand.””it is agriculture which Mr Rogers says he prefers “to any other sector where you can easily invest” thanks to its supply and demand dynamics.” ...continue reading HERE

also:

Ag price weakness will prove only temporary

Don’t give up on ags. They are a “wonderful place” for investors.

At least, so says Jim Rogers, one of the biggest names in commodities, who in the first decade of the century played a big role in bringing the asset class to the fore, and popularised the idea of the “supercycle”.

The pullback in shares may be justified, said Mr Rogers

“I am pessimistic about stocks for the next couple of years,” he tells Agrimoney.com.

“The Dow Jones industrial average [share index] is not that far from its all-time high,” making share investment appear, given the abounding uncertainty and economic disappointments, poor value.

But for Mr Rogers, agriculture is “wonderful place to be”.….continue reading HERE