Opportunity or Value-traps?
Jayant Bhandari discusses whether market crashes create opportunity or value traps, examining bear markets, bad management, money printing, East Asia, and investing discipline.
Jayant Bhandari discusses whether market crashes create opportunity or value traps, examining bear markets, bad management, money printing, East Asia, and investing discipline.
Jayant Bhandari examines India’s Covid lockdown and the suffering it imposed on migrant workers, daily-wage laborers, and the poor, exposing institutional failure and social cruelty.
Jayant Bhandari examines the early days of Covid in India and what the crisis revealed about superstition, institutional dysfunction, public-health failure, and social disorder.
Jayant Bhandari examines whether the United States should remain the world’s policeman, and what American power, intervention, democracy, and Western influence mean for the Third World.
Jayant Bhandari examines democracy as a destructive political incentive system, especially in the Third World, where tribalism, envy, and mass sentiment often weaken civilization.
Jayant Bhandari discusses why geopolitical chaos can create opportunity in junior mining and exploration stocks, where disciplined investors can find value amid risk and mispricing.
Jayant Bhandari examines Hong Kong’s protests, China’s pressure, Xi Jinping’s political miscalculations, and why Hong Kong is unlikely to return to what it once was.
Jayant Bhandari examines racism in America, immigration, multiculturalism, identity politics, assimilation, and the danger of turning grievance into a political weapon.
Jayant Bhandari examines what rational Indian savers should do in a society marked by weak institutions, poor investment returns, overvalued assets, and political disorder.
Jayant Bhandari warns investors to be cautious when mining companies drift into commodity speculation instead of focusing on projects, discipline, and shareholder value.