What Should Indian Savers Do?

Jayant Bhandari examines what rational Indian savers should do in a society marked by weak institutions, poor investment returns, overvalued assets, and political disorder.



The Decline of India

In this article for Doug Casey’s International Man, Jayant Bhandari examines India’s institutional decline, political decay, and the hollowing out of its inherited structures.


China Against the World

In this presentation, Jayant Bhandari discusses China’s rise, Western misconceptions, East Asian productivity, institutions, geopolitics, and implications for investors.


Democracy is Evil

In this discussion with Kerry Lutz of Financial Survival Network, Jayant Bhandari examines democracy, dictatorship, institutions, and the question of benevolent authoritarianism.


Trade War Will Blow Over

In this discussion with Investing News at PDAC 2019, Jayant Bhandari discusses the U.S.–China trade war, resource investing, commodities, and mining-sector opportunities.


East Asia: Future of Humanity

In this PDAC 2019 presentation in Toronto, Jayant Bhandari discusses East Asia, China, culture, institutions, productivity, and civilizational differences.


Kashmir: The Never-ending War

In this article for Liberty, Jayant Bhandari examines Kashmir, India, Pakistan, nationalism, institutional decay, and the deeper irrationality behind the conflict.


Why I have become a Trump Fan

In this discussion with Jay Taylor, Jayant Bhandari discusses Donald Trump, elite hypocrisy, institutional decay, media hostility, and the deeper political forces behind Trump’s appeal.