Jayant Bhandari – Firsthand Account Of Chinese Economy, Gold and Copper Demand Outlook, And Opportunities Trading Junior Resource Stocks
Jayant Bhandari, a private strategic resource investor that consults many high-net-worth investors, joins me to share his takeaways on the economic health of China, US and China trade relations, his outlook on copper demand and gold demand, and opportunities he sees in handful of junior resource stocks.
We start off in a general discussion about the economic health in China, since he is traveling there for a couple of months at present and have frequently traveled there for stretches of time over many years. This leads into discussions about all the recent news on US/China trade relations, tariffs, and manufacturing.
The focus then shifts to the importance of China to the whole commodities sector, since they also have most of the processing and manufacturing capacity on a global scale. We get Jayant’s outlook on both gold and copper demand, why he remains quite bullish on gold, but is less certain of the future demand from China as it relates to copper.
The balance of the discussion focuses in on value arbitrage setups and opportunities in a number of resource stocks he holds in his own portfolio. Companies that we review are: Integra Resources Corp. (TSXV: ITR) (NYSE American: ITRG), NexGold Mining Corp. (TSXV: NEXG; OTCQX: NXGCF), the merger of Quebec Precious Metals Corporation (TSXV:QPM) with Fury Gold Mines Ltd (TSX: FURY)(NYSE American: FURY), Group Eleven Resources Corp. (TSXV: ZNG) (OTC Pink: GRLVF), and Aztec Minerals Corp. (TSX-V: AZT), (OTCQB: AZZTF).
Coming full circle in this discussion, we highlight the mad rush into many niche critical minerals like tungsten, antimony, geranium, and rare earths due to the export restrictions from China of these metals into the US.
Wrapping up, Jayant shares more information about why listeners may want to attend his Capitalism and Morality conference on August 22-23 this year in Vancouver. KER listeners get a coupon code for 10% off admission.*
https://jayantbhandari.com/capitalism-morality-2025/
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- Coupon code for 10% discount: KEReport25
Thanks DT. Yes, Jayant is definitely and out-of-the-box thinker, and looks at macroeconomics, geopolitics, and resource investing in a unique way. It’s always a pleasure to have him on the KER.
Jerry should like him…………LOL
🙂
Interesting take on how some of these critical metals will find their way around export restrictions. This interview with Jayant was worth listening just for that reason alone but there are other great points as well. DT
Yes, he’s spot on with those comments, as oil, copper, and nickel exports from Russia still found their way around the US, Canada, and Europe, but using other countries (like India) as intermediaries. To his point, eventually, that will be the same case with many of these Chinese critical minerals that currently have export limitations (like tungsten, antimony, germanium, and rare earths).
Hunan Gold(SHE:002155) up 10% two days in a row.
I don’t own but wife pounding the table on it for several months now.
China to REVALUE GOLD….to $5391……..
(posted in other area)
+5391
Glad you got Jayant back on for a discussion, he is an OOTB thinker! DT