Articles by Jayant Bhandari

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.



Why Indians Buy Gold

In this European Gold Forum 2016 presentation, I discuss why Indians buy gold and why gold remains central to savings, family security, and protection against weak institutions.


Western Institutions, Alien Societies

In this Liberty Unbound article, I examine why Western institutions cannot simply be transplanted into societies that lack the habits of reason, trust, restraint, and moral judgment that gave rise to them.


European Gold Forum Panel Discussion

In this European Gold Forum 2016 panel discussion, I discuss gold, mining investment, investor psychology, jurisdictional risk, and the importance of disciplined analysis in the resource sector.


Gold Miners Overpriced

I discuss why many gold miners are overpriced and why investors should focus on valuation, asset quality, costs, jurisdiction, and management rather than simply chasing leverage to gold.