Economics Expert: India’s Real Crisis, Gold, Middle Class & Falling Rupee | Jayant | FO510 Raj Shamani
16 May 2026

Economics Expert: India’s Real Crisis, Gold, Middle Class & Falling Rupee | Jayant | FO510 Raj Shamani

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Disclaimer: This video is intended solely for educational purposes and opinions shared by the guest are his personal views. We do not intent to defame or harm any person/ brand/ product/ country/ profession mentioned in the video.



Our goal is to provide information to help audience make informed choices. The media used in this video are solely for informational purposes and belongs to their respective owners.


(00:00) - Intro

(02:40) - Who Is Jayant Mundhra?

(03:44) - Why Is Our Prime Minister Asking Us Not to Buy Gold?

(08:52) - Why Do People Prefer Yuan Loans Over Dollars?

(16:19) - Where Do the Indian Government's Priorities Lie?

(22:41) - The Three Predictions: Prediction 1

(27:45) - What Should India Do to Grow?

(40:36) - Why Are Indians Struggling Financially Despite Economic Growth?

(55:49) - Prediction 2

(1:03:42) - Does Real Estate Depend on Supply & Demand?

(1:14:03) - Why Is the Cost of Doing Business in India High?

(1:18:51) - Why High Costs Make Manufacturing in India Difficult

(1:35:54) - What's the Microfinance Crisis?

(1:41:22) - Prediction 3

(1:54:06) - 3 key insights from this podcast

(1:58:45) - Closing thoughts

(2:00:11) - BTS

(2:00:46) - Outro



In today’s episode, we sit down with Jayant Mundhra, Founder - Biz News+ and Creator - Decoding the Dragon & BharatNama Newsletters, to understand the deeper problems behind India’s economy.

We discuss why PM Modi asked Indians to buy less gold, how gold imports weaken the rupee, and why India remains heavily dependent on imports despite calling itself self-reliant. Jayant explains China’s long-term strategy, why the yuan is slowly gaining power, and why India still struggles to compete with China in manufacturing.

The conversation also covers weak currency, energy dependency, AI outflow, freebies vs long-term growth, and why India risks becoming only a consumer economy. He explains why solving supply chains, production, and industrial depth matters more than short-term narratives.

Subscribe for more such conversations.

Follow Jayant Mundhra here:

Instagram: https://www.instagram.com/marketswithjayant/

Linkedin: https://www.linkedin.com/in/jshilanjanm/

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Raj Shamani is an Entrepreneur at heart that explains his expertise in Business Content Creation & Public Speaking. He has delivered 200+ speeches in 26+ countries. Besides that, Raj is also an Angel Investor interested in crazy minds who are creating a sensation in the Fintech, FMCG, & passion economy space.