'My gold and silver are for my children'

Known for his contrarian view and focus on commodities like gold and silver, veteran investor Jim Rogers is cautious and a bit worried.

- Dipti Sharma

"In my experience, when everything is doing well, that's exactly when you should start asking questions and worrying," said Rogers, citing resilience in global markets amid uncertainty.

Rogers, who co-founded Quantum Fund alongside Hungarian-American investor and philanthropist George Soros, said he still holds shares in China and Uzbekistan but has sold most others. In an interview, he told Mint that he isn't buying Indian stocks at the moment because valuations are too high, but if the market corrects, he hopes he is "smart enough to invest".

Edited Excerpts:

These are exciting times: geopolitical tensions are high, and most global markets are performing well, except India. Is the world headed for a hard landing, or is this just a reset?

In my experience, when everything is doing well, that's exactly when you should start asking questions and worrying. I look around the world, and I don't own shares in many countries anymore because everything looks great. But when everything is great, normally you should worry.

Which countries are you excited about?