NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stockRead More

Veteran U.S. investor Rogers looks to add more Russia to portfolio

Published 04/12/2016, 05:15 AM
Updated 04/12/2016, 05:20 AM
© Reuters. Jim Rogers, chairman of Rogers Holdings, speaks at the Reuters Investment Outlook Summit in New York
USD/RUB
-
AFLT
-
BANE
-
VTBR
-
PHOR
-
ALRS
-
MOEX
-

By Katya Golubkova

MOSCOW (Reuters) - Veteran U.S. investor Jim Rogers is looking at possible investments into Russian oil firm Bashneft (MM:BANE) and diamond miner Alrosa (MM:ALRS) as he aims to add more Russian assets to his portfolio, he told Reuters.

The Russian state plans to sell off some of its holdings in a number of assets, including in Bashneft and Alrosa, as well as in VTB (MM:VTBR) bank. Unlike the first two, VTB is under western sanctions over Moscow's role in the Ukraine crisis.

"I am sure there will be some good buys," Rogers said in a telephone interview.

"If they (Bashneft and Alrosa) are not under sanctions, I will take a look – as I said, I am looking for more investments in Asia and in Russia but I am an American and I have to be a little bit careful."

Western sanctions imposed in response to Russia's annexation of Crimea and support for separatists in Ukraine prohibit U.S. and European Union passport holders from helping certain Russian companies and individuals to raise funds.

Rogers has been a prominent investor since the 1970s, when he founded the Quantum Fund in partnership with George Soros.

He already has interests in Russian state airline Aeroflot (MM:AFLT), the Moscow Exchange (MM:MOEX) and fertilizer producer PhosAgro (MM:PHOR). He owns some exchange traded funds (ETFs) and is investing in Russian treasury bonds.

"I am looking for more investments in Russia. I am trying to buy into a Russian tourist company, I am optimistic about Russian tourism," Rogers said, adding that he was also looking to buy more stocks of Russian agriculture companies.

SOME ARE BACK, SOME ARE NOT

Rogers started to invest in Russian treasury bonds in April 2015 and added more rouble bonds to his portfolio in the last few weeks. He declined to give the size of his current Russian exposure.

"I bought more Russian government bonds about two or three weeks ago, or a month ago ... short-term. If I got a chance I would probably buy more," Rogers said, adding that he was only investing in Russian rouble bonds, not Eurobonds.

"I want to buy rouble bonds, I am more optimistic about rouble bonds than I am in Eurobonds. Rouble bonds have much higher yields."

According to ThomsonReuters data, Russian treasury bonds have delivered annual returns of up to 40 percent last year.

Short-term OFZ bonds with maturity of up to three years are currently trading at yields of 9.5-9.7 percent, with medium-term maturity of up to 7 years trading at 9.3-9.5 percent.

"More and more people coming to understand that Russia is a good place to invest ... Russia is not a huge debt nation, it's not like Portugal or America," Rogers said.

© Reuters. Jim Rogers, chairman of Rogers Holdings, speaks at the Reuters Investment Outlook Summit in New York

"The Russian economy is suffering a lot and many people have already cut back ... but America has not yet had a big drop, Germany did not have a big drop yet, but when they drop they will drop much more than Russia because Russia has already dropped."

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.