In this article, I continue my analysis of India’s demonetization and explain how the cash ban is accelerating institutional decay, damaging the poor and small businesses, and pushing India toward greater state coercion.

In this Acting-Man article, I continue my analysis of India’s demonetization and explain why the cash ban is driving Indians toward gold, while expanding gold restrictions, capital controls, and financial repression.

In this Acting-Man article, I continue my analysis of India’s demonetization and explain how the cash ban is creating fear in the bullion market, driving people toward gold, and expanding financial repression.

In this Mining Journal article, I discuss whether Narendra Modi has made India better, why India’s investment climate remains difficult, and why foreign investors should be cautious about the India-growth narrative.

In this Acting-Man article, I continue my analysis of India’s demonetization and explain how the currency ban is destroying trust in money, pushing people toward gold, and accelerating India’s movement toward a police state.

In this Acting-Man article, I continue my analysis of India’s demonetization and explain how the currency ban is spreading chaos, damaging ordinary Indians, and pushing people toward gold and foreign currency.

In this SNL Financial article by Angie Kean, I discuss India’s demonetization, the nationwide cash shortage, and why Indians are turning to gold, silver, and foreign currency as confidence collapses.

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.

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.

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.