| It was one of the best calls in memory. Back in the late 1990s, when the world was in the thrall of the dotcom bubble, Jim Rogers foresaw a China-driven commodities boom. In the decade-plus since, hundreds of billions poured into the sector -- including to investment products from UBS, Merrill Lynch, and others based on his Rogers International Commodities Index -- to try to capitalize on the surging prices of oil, metals, and grains.
But lately, with gold 20% below its high and miners cutting back on new projects, a growing chorus of Wall Street voices has begun to declare the boom over. Rogers, 70, disagrees.............................................Full Article: Source
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