According to Jim Rogers,
-Kim Jong Un is educated in Europe.
-The Lieutenants and captains have lived in China, Moscow, and other cities, and now they are Generals.
-They have seen changes elsewhere and want to replicate it in their country.
-The N.Koreans are educated and know about the outside world.
-There're lots of propaganda about reunification.
-N.Korea is opening up economically.
-Lots of Chinese are moving goods into N.Korea - like mobile phones and Dvds.
-There's a huge black market in N.Korea
These are signs that North Korea will open up soon, and don't be surprised that both Koreas merge in the next few years. The current S.Korean regime can be less hostile and do more to aid the process. The Japanese and US won't like it, of course. Lots of mainstream news on N.Korea are from them.
One way to invest is to buy N.Korean gold coins or stamps. When there is no more N.Korea, these stuff will become valuable.
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