Musings on Investing
Indian Gold Imports and its Dirty Secrets My Three Favorite Zinc Companies There is a lot of confusion in the market regarding how much gold India is importing. I explain the situation in a speech…
Emerging Markets: Risks that the World is Ignoring
Musings on Investing
Emerging Markets: Ready to Implode? MakeMyTrip, Anfield Gold, Amarillo Gold Africa, the Middle East, South Asia, Central Asia, and most of South America have economically grown nicely over the last 26 years. In my view…
Democracy, Welfare, and Migration: The West’s March to Self Destruction
Musings on Investing
Multiculturalism and Immigration Central Fund of Canada, Nevsun Resources, and Mariana Resources At the last Capitalism & Morality seminar my colleague, Rajni Bala, gave a speech on what life is like for a girl growing…
India – Is Kashmir Gone?
India: Growing Up in a Repressive Society
Gold – A breakout and future drivers from around the world
Musings on Investing
India Getting Worse, Faster by the Day Tenbaggers in Junior Mining A few days back I wrote an article “India: The Next Pakistan?”. World Happiness Report places India at 122nd position. Pakistan gets a much…