Rzecz o geopolityce | Indie i Chiny – wielkie starcie jest nieuniknione? Polska kupuje więcej złota niż Chiny

·1 hr 23 min·5 clips

How does India walk a 'third path' of strategic autonomy while the world splits into rigid camps?

The episode is divided into two distinct parts. The first part is an interview with Dr. Krzysztof Iwanek, focusing on Indian geopolitics. The host introduces India as a country choosing a 'third path' of strategic autonomy, not aligning with Western or pro-Russian blocs. Dr. Iwanek explains India's policy of multi-alignment, maintaining partnerships with both the US and Russia without formal alliances. He details India's dependence on Russian arms imports and the complex dynamics of its Russian oil imports post-2022, which offered economic benefits but face potential US pressure. The discussion covers the India-China border dispute, referencing the 2020 Ladakh clash that killed 20 Indian and 4 Chinese soldiers. It analyzes China's growing influence in India's neighbors like Pakistan, Sri Lanka, and Nepal. The Quad alliance (US, Japan, Australia, India) is examined as a loose, non-binding cooperation against China. The India-Pakistan conflict is explored, including India's recent suspension of the Indus Water Treaty as a new pressure tool. The second part shifts to financial markets, featuring analyst Łukasz Zębik. They discuss record-high gold prices, driven by geopolitical risk and central bank purchases. Poland's National Bank is highlighted as a leading buyer, acquiring over 100 tons in 2025. The conversation covers investment trends, the FOMO effect in gold markets, and the anomaly of gold rising despite a strong dollar. Silver's even sharper price rise is noted, attributed to its smaller market and industrial demand. The segment concludes with analysis of US dollar weakness, linking it to potential Federal Reserve policy under Donald Trump.

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