Jim Rogers: "Both India and China need to solve their water problem. If you don’t have water you can’t make it. I’m wildly bullish on China but if they don’t solve the water problem there’s no China story. Likewise India has a water problem, worse in fact. There’s no question that India will be in worse shape than China. Northern India has gigantic problems. And that’s a nation of a billion people. Add another 1.3 billion in China and you have a big water problem..."
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