Articles by Jayant Bhandari


India: Effects of Trying to Go Cashless

I join the Financial Repression Authority to discuss India’s attempt to force a cashless economy and why demonetization damages the informal economy, increases corruption, and deepens institutional problems.


Emerging Markets: Buyer Beware

I join Maurice Jackson of Proven and Probable to discuss why many so-called emerging markets are not truly emerging, and why investors should be cautious about India, precious metals, and junior mining companies.


Democracy, Welfare, and Migration

In this speech at the Capitalism & Morality seminar in Vancouver, I discuss democracy, welfare, migration, and how these forces are weakening the cultural and moral foundations of Western civilization.


India: Is Kashmir Gone?

I write for Acting Man about Kashmir, India’s demonetization crisis, rising nationalism, lawlessness, and why the country’s deeper fractures are becoming harder to ignore.



What is Happening With Gold in India?

In this presentation at Mining Investment Asia in Singapore on March 30, 2017, I discuss what is really happening with gold in India and why official statistics fail to capture the realities on the ground.


Why Currencies Lose Purchasing Power

I join Alasdair Macleod to discuss the forces driving currencies lower, the erosion of purchasing power, and why gold remains important in a world of fiat money and financial repression.


India: The next Pakistan?

I write for Acting Man about India’s rapid degradation after demonetization and why its institutional decay, rising nationalism, and social tensions increasingly resemble Pakistan’s trajectory.


India’s Economy: A Contrarian Outlook

I speak with Rachel Lee of SmallCapPower at PDAC 2017 about my contrarian outlook on India’s economy and why nationalism, weak education, monetary policy, and political leadership remain serious obstacles.