Gold Price Skyrockets in India after Currency Ban
In this Acting-Man article, I analyze India’s demonetization and explain why Modi’s currency ban is driving gold prices higher, creating chaos, and opening new avenues for corruption.
Articles by Jayant Bhandari
The Myth of Leverage
In this Acting-Man article, I examine why mining equities do not always offer reliable leverage to rising gold and commodity prices, and why valuation matters more than speculation.
India Tax Reform Faces Roadblocks
In this SNL Financial article by Angie Kean, I discuss India’s proposed GST, the roadblocks facing its implementation, and why the expected impact on mining companies is likely to be minimal.
India and Gold Demand
In this discussion with Cory Fleck of Korelin Economics Report, I discuss gold demand in India and the deeper economic, cultural, and institutional factors that shape the Indian gold market.
India and China Gold Demand
I give an update on gold demand in India and China, and discuss the cultural, economic, and institutional forces that continue to support Asian gold buying.
Gold Disparity in India
In this BullionStar discussion, I discuss the disparity in India’s gold market and the economic, cultural, and geopolitical forces that shape Indian gold demand.
Deep Value And High Returns
In this discussion with Maurice Jackson of Proven & Probable, I discuss deep value investing in junior mining and how investors can find opportunities capable of producing high returns.
Gold and Brexit
In this Acting-Man article, I discuss gold’s rise around the Brexit debate and explain why gold should rise because of negative yields and social chaos, not because of Brexit itself.
Companies for an Uncertain Market
In this Streetwise Reports article, I discuss gold, negative yields, financial repression, and the search for value in mining companies during an uncertain market.
Mining Investment Outlook
In this archived Korelin Economic Report discussion, I join the program to discuss markets, investing, and the resource sector.