Election in India, World’s Biggest Democracy
In this essay for Liberty Unbound, I examine India’s 2014 election, the rise of Narendra Modi, and the misplaced hope that a strong leader can transform India.
In this essay for Liberty Unbound, I examine India’s 2014 election, the rise of Narendra Modi, and the misplaced hope that a strong leader can transform India.
In this interview with Sunny of Minaurum Silver, I discuss Indian gold demand, smuggling, China’s gold market, the renminbi, and Chinese interest in overseas mining projects.
In this Zero Hedge article, I examine India’s gold-import restrictions, smuggling, corruption, inflation, the rupee, and why official figures fail to capture Indian gold demand.
In this International Man article, I examine whether living in Singapore is right for expatriates, weighing its safety, order, efficiency, and low taxes against its strict rules, conformity, and citizenship obligations.
In this Casey Research article, I examine Asian materialism, Chinese consumer culture, and the investment implications of status-driven spending on luxury goods and high-end services.
In this Miningscout interview, I discuss gold and silver demand in India and China, the weakness in India’s economy, Chinese demand for gold, and why I prefer selected junior mining companies over producing gold miners.
In this Smart Metals Radio interview with Andy Duncan of the Hard Assets Alliance, I discuss the Asian appetite for gold, Indian restrictions on gold, Chinese demand, junior mining stocks, and the differences between India and China.
In this Cambridge House Live interview with Bridget Anderson, I discuss why India’s growth story is exaggerated, why China is a poor comparison, and how I approach gold and junior mining investments.
In this Dollar Vigilante article, I examine the Hong Kong stock exchange, China A-share and H-share discrepancies, and the opportunity in Hong Kong-listed property companies trading below net asset value.
In this Liberty Unbound article, I write about the Bhopal gas tragedy of 1984, my personal memories of the disaster, and what it revealed about India’s state, society, corruption, and institutional failure.