Africa Without Rose-Tinted Glasses
In this discussion with Investing News Network, Jayant Bhandari discusses Africa, mining investment, jurisdictional risk, weak rule of law, political expropriation, and resource-sector valuation.
Commodity Leverage Mirage
In this article for Mining Journal, Jayant Bhandari examines commodity leverage, mining investors, gold equities, capital destruction, and why rising metal prices do not guarantee returns.
How Emerging Really Are Emerging Markets?
In this Capitalism & Morality 2017 presentation, Jayant Bhandari examines emerging markets, the Third World, China, East Asia, institutions, and misleading growth narratives.
Demystifying Third World Growth
In this PDAC 2018 presentation in Toronto, Jayant Bhandari discusses Third World growth, emerging markets, China, East Asia, GDP distortions, and institutions.
India’s Demonetization Disaster
In this Mines and Money Asia 2018 presentation in Hong Kong, Jayant Bhandari discusses India’s demonetization, the informal economy, state incompetence, and institutional fragility.
Why I Avoid Uranium Mining
In this interview with The Next Bull Market Move, Jayant Bhandari discusses uranium mining, gold, junior mining stocks, management quality, and resource speculation.
Geopolitical Shifts
In this interview with Greg Klein for Resource Clips, Jayant Bhandari discusses China, emerging markets, gold, the Third World, geopolitical shifts, and institutional distrust.
PPP or Nominal Exchange Rates?
In this article for Acting Man, Jayant Bhandari examines purchasing power parity, nominal exchange rates, productivity, quality, transaction costs, and economic comparisons.
India’s Financial Frauds
In this discussion with Minaurum Silver, Jayant Bhandari discusses India’s financial system, demonetization, gold demand in India and China, arbitrage, and China’s economic strength.
The Future of Mining in India
In this article for Mining Journal, Jayant Bhandari examines India’s mining industry, geological potential, regulatory confusion, corruption, and institutional failure.