Indians Turn to Gold as Cash Runs Short
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.
Currency Controls in India
In this discussion with Cory Fleck of Korelin Economics Report, I give a firsthand account of India’s currency controls and the chaos caused by the sudden ban on 500- and 1,000-rupee notes.
India, Currency Controls, and Corruption
I discuss India’s currency controls and demonetization, and explain why the attack on cash is likely to create more corruption, coercion, and economic damage.
Gold Price Skyrockets in India after Currency Ban
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.
The Myth of Leverage
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.
India Tax Reform Faces Roadblocks
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.
India and Gold Demand
In this discussion with Cory Fleck of Korelin Economics Report, I discuss gold demand in India and the deeper economic, cultural, and institutional factors that shape the Indian gold market.
India and China Gold Demand
I give an update on gold demand in India and China, and discuss the cultural, economic, and institutional forces that continue to support Asian gold buying.
Gold Disparity in India
In this BullionStar discussion, I discuss the disparity in India’s gold market and the economic, cultural, and geopolitical forces that shape Indian gold demand.
Deep Value And High Returns
In this discussion with Maurice Jackson of Proven & Probable, I discuss deep value investing in junior mining and how investors can find opportunities capable of producing high returns.