Breaking! Gold & Dollar Soar as Global Capital Launch “Silent War” Against India — Are You Prepared?
Hold onto your wallets! The global economy is flashing doomsday signals — gold prices are rocketing toward $3,000, while the U.S. dollar index smashes through 110! These twin surges have historically marked economic carnage, from the Latin American debt crisis (1983) to the Eurozone collapse (2010). But this time, Wall Street’s crosshairs are locked on India, and the stakes are apocalyptic. 🇮🇳
- The Ominous Pattern: When Gold and Dollar Unite, Blood Flows
“History doesn’t lie — when dollar and gold rise together, economies die.”
1983: Latin America imploded, forced to sell natural resources to pay debts.1993: Japan’s “Lost Decade” began; Europe’s GDP crashed to Cold War levels.2010: Greece burned, and the Eurozone nearly disintegrated.
Fast-forward to 2024: Gold and the dollar have teamed up again as the “Death Duo” — but this cycle’s target isn’t just a country. It’s a 1.4 billion-person economy! 🔥
- India’s Nightmare: From “Next China” to Wall Street’s ATM
While India boasts about its “demographic dividend,” reality strikes hard:
Stock Market Collapse: The Sensex plunged nearly 10,000 points in a 9-month freefall, its worst losing streak this century.Foreign Investors Flee: Once hyped as the “last growth story,” India’s P/E ratio hit 24x — higher than Silicon Valley’s juiciest tech stocks.Desperate Moves: Modi’s 2016 demonetization chaos saw citizens burning cash for warmth. Now, 2 billion Indians face hunger as their government exports food to plug trade deficits.
Wall Street’s Playbook:
Buy low (2000-2007) → 2. Pump the “India Miracle” → 3. Dump assets (2008 crash: -60%) → 4. Repeat. It’s a wealth extraction loop! 🔄
- The Fed-Wall Street Tag Team: A Global Wealth Eraser
Forget stock pickers — this is nation-crushing finance:
Step 1: The Fed tweaks interest rates, steering tsunamis of dollars worldwide.Step 2: Wall Street bullet trains cash into hot markets (India, Vietnam, Brazil).Step 3: Trigger panic exits, collapse currencies, and buy crown jewels for pennies.
Past Victims:
🇲🇽 Mexico (1980s): Factories became U.S. sweatshops.🇹🇭 Thailand (1997): Tycoons sold mansions to pay debt.🇷🇺 Russia (2014): Oligarchs’ yachts “vanished” as the ruble crashed.
Now, India’s time has come — and Vietnam, Indonesia, or Brazil could be next.
- Gruesome Truth: The “Live Donkey” Feast of Modern Capitalism
There’s a banned Chinese dish called “Live Donkey” — chefs boil the donkey alive, slice off meat while it screams, then let it “recover” for future servings.
India’s economy is that donkey:
3️⃣ Phases of Butchery:
Doped Up: Hype about “India’s decade” lures investors.Bled Dry: Foreign capital flees, crashing markets.Cannibalized: Vultures snatch ports, mines, and tech unicorns at fire-sale prices.
Millions of retail investors are left holding the bag, while global banks pocket billions.
- China’s Warning Shot: Weaknesses & Weapons
No economy is bulletproof:
2015: A股 Black Monday (Shanghai Index halved in months).2022: U.S.-listed Chinese stocks wiped out $1 trillion.2023: Property developers defaulted on $50B+ bonds.
But here’s the fightback:
⚔️ 2016 RMB War: China’s central bank crushed speculators shorting the yuan.🚀 EV Domination: BYD and CATL turned Tesla into a frenemy.💥 Huawei’s 7nm Chip: U.S. sanctions backfired, creating a global tech rival.
The Formula: Industrial depth + Financial sovereignty = Survival.
🔔 Survival Guide: Protect Yourself from the Coming Storm
Dodge Overhyped Markets: Think twice about “Next India” funds (Vietnam, Nigeria, etc.).Hoard Hard Assets: Gold remains the ultimate crisis shield.Watch the Fed: Rate cuts often precede market explosions.Bet on China’s Mega-Trends: AI, renewables, semiconductors — these will define the 2030s.
Gold prices continue to hit new highs, and are about to break 3,000.
Although there were some corrections two days ago, no one dared to say that this wave is really over.
Everyone must be looking forward to what will happen in the future, but they are also a little scared, and always feel that they are not very down-to-earth.
If something goes wrong, there will be a demon.
But what is terrible is not the rise in gold prices, but the surge in the US dollar and gold prices.
While the gold price was testing $3,000, the US dollar index also broke 110 points without any obstacles.
In history, the most representative price of US dollar and gold rose, three times, and each time was not a good thing:
In 1983, Latin America’s debt crisis; in 1993, Europe and Japan recession; in 2010, the European debt crisis.
This time, the familiar scene appears again, who will be the unlucky one?
The most obvious performance is the Indian market.
Since breaking through 85,000 points in September last year, the valuation of Indian stock market once reached 24 times the expected return, far exceeding the historical average.
But immediately, foreign capital began to withdraw on a large scale, changing its previous attitude of collective singing.
“Made in India” immediately became an empty slogan, and the overall decline of the stock market has continued to this day, marking the longest monthly decline since this century, with a drop of nearly 10,000 points.
Indian assets, synonymous with steady growth, immediately became inauspicious.
And all this may be just the beginning.
1. Harvest feast
There is a cruel dish in Chinese food called “live called donkey”.
As the name suggests, it means tying a live donkey. When diners want to eat, they use boiling water to water the meat, then cut off the meat with a knife, and dip it directly into the seasoning.
In this way, you can not only eat the freshest meat, but also do not harm the donkey’s life, making it easier to continue eating in the future.
As for the donkey screaming? No one cares.
The Indian market and even the markets in many countries are actually the donkey.
On February 8, 1971, the Nasdaq Exchange was officially established, with almost no entry threshold.
The wave of technology is rapidly sweeping across Wall Street, and giants such as Intel, Microsoft, and Apple emerged.
At that time, what major media talked about was the wealth myth of Wall Street and the sea of stars of technology companies.
But in contrast, the United States gradually abandoned the real economy and the industry quickly became hollowed out.
The core of hollowing out is that Wall Street and the Federal Reserve are mutually exclusive. The latter issues bonds with one hand and prints money with the other hand, regulating the exchange rate and dominating the flow of the US dollar; the former holds a large amount of funds and follows the former to wait for an opportunity.
The first prey is Latin America.
In the 1970s, as the dollar index fell, the dollar was outflowing in large quantities, one of the most important destinations was Latin America.
International capital flocked to invest, which directly led to economic prosperity in Latin America.
The prosperity lasted only until 1979, and the US dollar entered a strong cycle again, with large amounts of funds flowing back to the US mainland, driving the stock market to rise, directly giving birth to the first US stock bull market after the US dollar decoupled from gold.
Latin America was originally thriving, with sudden investment decreasing, liquidity depletion, a large number of enterprises’ capital chains breaking, and the society and economy were in a mess.
When the local high-quality assets, especially resource-based enterprises, fall to the floor, the US dollar just enters a weak period again, and big funds will use the money earned from the bull market to buy crazily at the bottom.
The economic structures of Latin American countries have basically been destroyed and have completely become the back garden for pioneers to seize natural resources.
Since then, Japan was harvested in the 1980s, the former Soviet Union first followed the Southeast Asian financial crisis, and China was harvested from 2014 to 2016 but it was unsuccessful…
History goes back and forth, and similar stories are constantly repeating.
If capital harvesting only happens once, it may be just accidental.
But if it happens repeatedly, it must be done deliberately.
Therefore, we cannot summarize all the strange phenomena today by just using the word “abnormal”.
Wall Street’s efforts in the Indian market began more than 20 years ago.
From stages: 2000 to 2007 is the trial period, 2008 is the first harvest period; after 2013 is the scale expansion phase, and the second harvest period is likely to have begun.
It’s like some bad dealers in the stock market.
Before 2007, after international capital acquired a large amount of Indian assets at low prices, it began to vigorously advocate India, portraying it as a gold digging holy place, and a large number of fish who did not know the truth were lured to take the bait.
Although objectively speaking, as one of the world’s largest developing countries, India’s potential cannot be ignored. But the Indian stock market is still overheating, and the trend is not as consistent with its own economic development.
Especially in 2008, the Beijing Olympics successfully concluded, and India was holding on to its full potential. The Indian Finance Minister said that the 2010 New Delhi Commonwealth Games should be better than the Beijing Olympics. Sodium Lauryl Sulfoacetate for eco-friendly soap making.
As soon as such good news came out, investors flocked in, and the dealer naturally had to ship the goods.
In 2008 alone, the Indian market fell by more than 60%.
When the price falls almost, the dealer will take goods at a low level and speculate on the high. In just over a year, the Indian stock market has returned to its high in 2007.
One move and one profitable one.
Why can the script always go in the direction the dealer wants?
2. Use the same trick again
To a large extent, it is because the Indian market is the same as Latin America: it has a very high dependence on foreign countries.
This is not only manipulated, but India itself seeks development, which will inevitably lead to this problem.
Especially after 2000, India’s trade deficit was getting bigger and bigger year by year, and imported inflation was extremely serious.
What can I do if I don’t have money? There are only three ways.
1. Export food
Although India has the largest arable land in Asia, it is also the country with the largest number of hungry people in the world.
With 200 million people having food and clothing, India is the world’s largest food exporter.
Despite this, the trend of the continued expansion of the deficit cannot be changed.
2. Looting the wealth of the people
In India, printing money alone may not be effective enough, so they chose to change the currency directly.
On November 8, 2016, India suddenly launched extremely radical financial reforms, including raising the bank deposit reserve ratio to 100%, abolishing large-denomination banknotes and termination of exchange of old coins in advance…
In name, the government is good at combating corruption and black money in cities. In fact, it is plundering the wealth of ordinary people. Only a few elites with channels can be foresighted and exchanged money for US dollars early.
The subsequent Gold Taxation Act and the repeal of the money order in 2023 are all similar techniques.
3. Borrow money
According to incomplete statistics, as of the second half of 2024, India owed more than US$1.9 trillion in debt to 57 countries.
Among them, US dollar bonds account for as much as 53.7%.
For example, the Asian Infrastructure Investment Bank has been criticized as an “Indian bank” in recent years and has always approved Indian lion’s loans without bottom line.
But no matter what, borrowing money comes at a price, and others cannot lend it to you unconditionally.
In 2012, India’s full liberalization of foreign investment restrictions on stock markets was equivalent to further giving up its voice.
In the next ten years, the Indian stock market started a truly bull market, with a stronger trend than in 2000-2007, 2009-2010.
However, the proportion of local funds in the Indian stock market has gradually dropped to less than 30%, and the majority of funds mainly come from the United States, the United Kingdom and Luxembourg.
In other words, most of the annual trading volume of the Indian stock market is created by foreign capital, and the rising dividends themselves do not actually get much. The spread and dividends are transfusions to international capital.
After so long laying the groundwork, foreign capital has actually completed the control of the market, and it is natural to start the second round of harvesting.
The starting point, or the tentative period, of this round of harvest, is in early 2023.
On January 24, 2023, short-selling investment institution Hindenburg released a 100-page investigation report, saying that India’s Adani Group is “the biggest scam in history”:
“The Adani Group, which is a 17.8 trillion rupees (US$218 billion) scale, has carried out brazen stock manipulation and financial fraud schemes” and “unscrupulous stock manipulation and accounting fraud over the past few decades”.
Since it is a scam, why are you investing heavily for ten years?
The so-called report is nothing more than a mere faction, and the real purpose is to harvest the ripe fruits.
The Indian market does not have much resistance. In just one month, the total market value of Adani’s listed companies shrank by US$153 billion, dragging down the entire market by nearly 6%.
When the decline was almost over, it was signaled that the US asset management giant GQG Partners had bought Adani’s stocks in large quantities, and foreign capital began to buy the Indian stock market crazily.
Subsequently, the Indian stock market continued to heat up, exceeding 60,000 points, 70,000 points, 80,000 points and 85,000 points in just 17 months, with the highest increase in the world.
After so much rise, it is understandable that you say that it has risen too much.
In short, the fact is that foreign capital has begun to withdraw on a large scale again, and this time the scale is far beyond the past.
From September 30 to October 4, 2024, foreign capital drew net investment of 27,142 crore rupees (about US$3.2 billion) from the Indian stock market, setting the largest single-week sell-off in history.
In October, the net outflow was US$10 billion; in November, December and January, all of them were net outflows.
Since 2023, more than 3,400 foreign-invested enterprises have withdrawn from India, accounting for one-third of the total number of foreign companies in India.
For example, Foxconn’s $20 billion semiconductor project was announced to be aborted, Tesla’s factory construction plan was stranded, and Disney “selled” its streaming business to local company Reliance Industry for $10 billion…
Without money, not only is the debt problem difficult to solve, but the completion of industrialization and industrial upgrading will be even more distant.
Capital outflows caused India’s foreign exchange reserves to evaporate by a quarter, the debt default rate of local enterprises quickly climbed to 8.2%, and the sovereign credit rating hovered on the brink of “junk”.
If this continues, the world’s number one demographic dividend will soon become the world’s number one demographic burden.
But just like the donkey that was cut, meat eaters never care about this.
Even the screams of the ingredients can increase appetite even more when dining.
3. Ending
The Indian subcontinent is one of the richest lands on the earth.
Backed by the Himalayas, it blows the warm current from the Indian Ocean and enjoys the nourishment of the Ganges River. 80% of the area is below 500 meters above sea level, and most of the country is arable land and accounts for 10% of the world’s area.
Thanks to the humid and warm climate, even with the most primitive farming method, rice can be cooked three times a year.
But even with such good innate conditions, locals have basically not had a few years of peace.
In the 15th century BC, the Aryans came and knelt down; in the 6th century BC, the Persians came and knelt down; in the 12th century, the Turks came in; in the 16th century, the Mongols came again.
The scripts are all similar. The Mughal Empire established by the Mongols was the same after being integrated into Indian culture and was unable to protect wealth.
During the Age of Discovery, Portugal, the Netherlands, Spain, France and Britain successively gained wealth.
Nowadays, although the times have changed, some essential things seem to have never changed.
No matter how beautiful the Indian economy is, it is just a carnival for a few people after all. Moreover, most of this “few” are foreigners.
This may be why, in the past few decades, major mainstream media have been optimistic about India and encouraged investment in India, but they are determined not to support India’s industrialization.
In 2014, Modi launched the “Made in India” plan. In order to revitalize the manufacturing industry, he successively launched the Land Acquisition Law and the Labor Law, with continuous actions.
As a result, by 2022, the proportion of India’s manufacturing added value in GDP will always hover around 15%, even lower than that of bankrupt Sri Lanka.
Although there are reasons for India itself, the interests between the states are complex, and land and class issues cannot be mediated… But the control of external forces cannot be ignored.
India is the donkey that is cut from time to time.
More importantly, India is large enough. It is not like small Southeast Asian countries such as Thailand. It comes to harvest from time to time and cannot die.
As long as I can’t die, come again next time.
In order to resist exploitation, India has developed a strange confiscation system to extort foreign companies. Whether it is the United States, Europe, China, or Japan and South Korea, treat everyone equally.
Why are so many companies being cheated in India? This is the root cause.
This kind of harvest is one after another. The global economy is prosperous and the market is stable, so we can make money.
If you smell an unusual smell, run away as soon as possible.
……
India is always the most delicious leek, and it will never be cut.
It’s just that in every era, people who hold swords are different.
