Musings on Investing

India: Another Demonetization?

India is demonetizing again. This time it is the INR 2,000 bills that were issued when the last demonization of 2016 happened. Here are my thoughts:

I will soon have another article about Argentinian-style dual rates emerging in India.

On Investments

Many people who invest in mining have a very bullish expectation of a specific commodity and use mining companies as a proxy for that commodity. In the following discussion with Brian Leni, I explain why this is erroneous.

In our discussion, I mentioned coal companies. Linked is what I wrote earlier about them. I also like New Hope Group (ASX.NHC; A$4.95).

Jayant Bhandari

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