Gold Equities & Arbitrage Opportunities
A discussion on gold equities, junior mining valuation, internationalizing wealth, and merger arbitrage opportunities in the resource sector.
Articles by Jayant Bhandari
Modi’s Era Coming to an End?
A discussion on Modi’s political future, India’s economic reality, unemployment, poverty, weak institutions, and the gap between official narratives and ground reality.
The Discovery of Civilization
A personal essay on discovering civilization in Britain after growing up in India’s world of distrust, bribery, arbitrary authority, and moral disorder.
US Corporations Moving to India?
A discussion on whether U.S. corporations are really moving from China to India, and why India is unlikely to replace China as a manufacturing power.
Chaos Investing
A discussion on chaos investing, uncertain markets, political disorder, mispriced opportunities, risk, and the need for independent judgment.
India’s “Structure”—Addendum
An essay on India’s institutional decay, corruption, weak work ethic, cargo-cult development, and the absence of deeper civilizational foundations.
Will India be the Next China?
A discussion on whether India can become the next China, and why India’s cultural, institutional, and social weaknesses make the comparison deeply flawed.
The “Structure” of India
An essay on the structure—or lack thereof—of India, examining poverty, corruption, institutional decay, social distrust, and the deeper moral failures behind Indian disorder.
[In Hindi/Urdu] Why Indians Emigrate
A Hindi/Urdu discussion on why Indians emigrate, and how corruption, weak institutions, social pressure, disorder, and the search for dignity push many to leave India.
Argentina: Can Milei Survive?
A discussion with Maurice Jackson on Javier Milei, Argentina’s crisis, inflation, state dependency, political resistance, and whether serious reform can survive.