Jayant Bhandari – Thu 8 Feb, 2018

China’s One Belt One Road Build Out and Gold Demand In India

Jayant Bhandari joins me this morning for a discussion about the One Belt One Road initiative in China. We discuss key aspects that will benefit a number of economies involved and how resources will play a roll throughout. We also look at gold imports in India. Jayant consistently travels to India for updates on the economy and how citizens are getting their gold in the country.

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Featuring:
Jayant BhandariCory Fleck
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Comments:
  1. On February 8, 2018 at 5:21 am,
    CFS says:

    It will also generate the start of the petroyuan, and this will make a dent in the petrodollar.

    Note, the Russia- China pipeline is now complete.

    • On February 8, 2018 at 10:53 am,
      b says:

      I hadnt heard that. thx

  2. On February 8, 2018 at 5:37 am,
    CFS says:
  3. On February 8, 2018 at 11:15 am,
    pardu says:

    What, at this time, would be a good commodity ETF to invest in, given what was talked about with the one road idea and why?

    • On February 8, 2018 at 4:32 pm,
      Excelsior says:

      An Emerging Markets ETF with a focus in the countries/trading partners and which market sectors that you feel may benefit from the one belt one road initiatives.

      • On February 8, 2018 at 4:37 pm,
        Excelsior says:

        As for commodity ETFs there are no shortage out there, and there also are a lot of Funds that can be traded 1 time per day that offer good exposure but may have higher internal fees if they are actively managed by a financial institution.

  4. On February 8, 2018 at 2:39 pm,
    C Fleck says:

    Good question Pardu. I’ll bring this up with Jayant when I speak to him next.

  5. On February 8, 2018 at 9:27 pm,
    johnnygeneric says:

    From what I’m learning about China, the One Belt One Road will be ONE WAY. It will be used to xport raw materials to China and….that’s it. The Congo is a great example of that. The only people to benefit from the OBOR will be the few wealthy and politically connected people in the connected countries. They will be bribed to allow the OBOR to go thru their respective countries.

    • On February 9, 2018 at 7:12 am,
      GH says:

      I believe you are correct, jg.

      The Chinese rely more on commerce than threat, but still, it appears they are ensnaring many developing countries in debt, and I doubt that will be pleasant for the future of the populations of the indebted countries.

  6. On February 8, 2018 at 9:44 pm,
    johnnygeneric says:

    With Christianity on fire in China, there is the possibility that this momentum could cause China to change its policy toward it – merely because of the growing and HUGE proportion of the population converting to Christianity. Because of its magnanimous underpinnings, the OBOR could change into a force of good. Without it, all we will see in Communist plundering of resources of mineral assets in the connected countires. Will this happen soon? No. But the overarching path shows it is inevitable. And it will happen in our lifetime.

    “China on Track to Have World’s Largest Christian Population by 2030”
    https://www.christianpost.com/news/china-largest-christian-population-world-200-million-believers-despite-crackdown-166718/

    “We are overjoyed with what the Lord has already done in China,” said Pennington, vice president for mobilization of OMF, a missions organization, in an interview with The Christian Post on Tuesday. “But that doesn’t mean the task is finished.”

    By 2030 “China will almost certainly have the most evangelical Christians,” he said, “and that will greatly shape the global evangelical Church in the coming years.”

    • On February 9, 2018 at 7:09 am,
      GH says:

      Interesting johnnygeneric, I had no idea.

      I wonder if they are traditional Christians, or the Christian Zionist variety.

  7. On February 9, 2018 at 8:39 am,
    Chartster says:

    jg,
    Thanks for the info. I didn’t realize that change to Christianity in China was so drastic. That nails one corner of the coffin down of the oligarchs.