Jayant Bhandari – Tue 12 Jul, 2016

Insights into India and gold demand

Jayant Bhandari joins us today to take a close look at the factors involved in the gold demand in India. As the gold price has risen this year, there have been reports of decreases in demand in China and India. We all understand that these are value investors but behind the scenes there appears to be some pretty serious issues in India.

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Jayant BhandariCory Fleck

  1. On July 12, 2016 at 10:39 am,
    CFS says:

    Part of the problem was the monsoon last year.
    Is this year better?

  2. On July 12, 2016 at 10:58 am,
    CFS says:

    Looks to me that this year will be better.
    Forecasts are better too.
    The British had problems in Kashmir too,but Jammu and Kashmir is hardly Maharashtra
    Is the situation in Mumbai similar? I doubt it.

    • On July 12, 2016 at 11:17 am,
      Wayne says:

      Excellent interview, Cory. India is “superstitious and irrational”? In the 21st century? I thought only the ancients who wrote the bible believed and worshiped the nonsense embraced by the modern world. Those who profess wisdom around here tell us religion has nothing to do with economics. No, sin is an economic (and social, etc.) problem, and Christ is the Savior.

  3. On July 12, 2016 at 11:45 am,
    Silverdollar says:

    I was a bit shocked by this gentlemen’s comments about aspects of India, as I believe Cory was. His opinions are much different than the media accounts we all hear but having lived in India as a PCV in the 60’s, I find those opinions easier to accept than perhaps others. Actually, I thought their education quality had improved but guess not. Thanks for having him on the show.

  4. On July 12, 2016 at 12:20 pm,
    Excelsior says:

    I gotta tip my hat to Jayant for pointing out in his article last month the crazy arbitrage in Calico Resources and Paramount Gold based on the share ratio in their merger. PZG has had such a nice run that when my shares convert over I’ll have nearly doubled my money just on this takeover trade. Very much appreciated Jayant!!

  5. On July 12, 2016 at 8:33 pm,
    johnnygeneric says:

    Over the past decades, India has been a low cost engineering center for the big design/construction companies. They are used mainly for drafting. Unfortunately, I have not got feedback saying their quality has improved over time.

    My son has his degree in Software Infrastructure for a very large internet sales company. He said they are using fewer and fewer Indian workers due to their poor performance and low quality of work.

  6. On July 17, 2016 at 8:56 pm,
    Mira says:

    I’m sheockd that I found this info so easily.