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Ruchir Sharma

Contributing editor
A writer and investor, he is the author of four books, including most recently “The 10 Rules of Successful Nations”. He is chair of Rockefeller International. The views expressed in his column are strictly his own.

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  • Monday, 23 May, 2022
    Shadow Banking
    The threat shadow banks pose to the global economy

    This realm beyond regulators is where the next crisis will arise

  • Monday, 9 May, 2022
    Technology sector
    Thanks but no Faangs — the folly of investing in acronyms

    Bundling together countries and companies in catchy but superficial concepts was always bound to end in tears

  • Monday, 25 April, 2022
    French competitiveness
    The fat French state is about to get fatter

    Voters are discontented but have no appetite for reforms that would tackle what really ails the nation

  • Monday, 11 April, 2022
    Russian politics
    How Putin aged into a classic oil state autocrat

    From an economic perspective, the Russian leader is a universal type

  • Sunday, 27 March, 2022
    Chinese politics & policy
    China is less likely to back Russia while facing troubles of its own

    Systemic risk in the property sector and early signs of Japanification threaten both its economy and alliances

  • Monday, 14 March, 2022
    Narendra Modi
    Modi’s wins show how the power of his personal story endures

    The mismatch between the BJP’s entrepreneurial drive and the elite entitlement of Congress is as glaring now as ever

  • Monday, 28 February, 2022
    Commodities
    The best bet for the 2020s is short tech, long commodities

    Silicon Valley manias tend to lose steam when investors realise they have been pouring money into unprofitable ideas

  • Monday, 14 February, 2022
    Global economic growth
    Slower growth and higher inflation are the hallmarks of a post-Covid world

    Despite last year’s bounceback, the question is how fast economies can grow once pandemic stimulus recedes

  • Monday, 31 January, 2022
    Coronavirus pandemic
    Covid losers outnumber the winners among leaders and nations

    Governments around the world are having to come to terms with the limits of state capacity

  • Monday, 17 January, 2022
    Emerging market investing
    A quiet comeback is starting in emerging markets

    The drive in commodities, manufacturing, data flows and economic reform could make 2021 the year the tide turned

  • Monday, 3 January, 2022
    Global Economy
    Ten economic trends that could define 2022

    From a slowing China to ‘greenflation’ in commodity prices, investors should take note of these forecasts

  • Monday, 20 December, 2021
    Equities
    Retail investors riding the bull market could spur a populist backlash

    Democratisation of markets is only an unalloyed good if the risks are managed sensibly

  • Monday, 6 December, 2021
    Global Economy
    China is faltering, but the world is not feeling the effects

    The link between the country’s growth and other economies started to loosen before the pandemic

  • Monday, 22 November, 2021
    Global Economy
    There is no easy escape from the global debt trap

    No matter what happens to near-term inflation and growth, the world is too indebted for rates to rise much higher

  • Monday, 8 November, 2021
    Global Economy
    The quest for the perfect measure of human progress is distracting

    Gross domestic product is a crude way to assess happiness, but those seeking to replace it may be wasting precious time

  • Monday, 25 October, 2021
    Coronavirus economic impact
    The pandemic stimulus has backfired in emerging markets

    Aggressive monetary and fiscal intervention added nothing discernible to developing countries’ recovery

  • Monday, 11 October, 2021
    Angela Merkel
    Angela Merkel’s shrewd avoidance of stale leader syndrome

    The German chancellor stands out among democratic heads of government for not becoming complacent or subject to scandal

  • Monday, 27 September, 2021
    Chinese economy
    Evergrande’s troubles show China is just as susceptible to capitalism’s ill effects

    The question is whether Xi Jinping will intervene to bail out indebted companies or let defaults spike

  • Monday, 13 September, 2021
    Global Economy
    The rise of eastern Europe is a forgotten economic success story

    While the west focuses on political backsliding, manufacturing prowess is propelling the region forward

  • Monday, 16 August, 2021
    Big tech
    How the US tech giants could fall

    The pandemic has offered a reprieve but history shows that today’s top performers are unlikely to stay there

  • Monday, 2 August, 2021
    Commodities
    ‘Greenflation’ threatens to derail climate change action

    Fossil fuels will be needed in the green transition but vital supplies are being squeezed

  • Monday, 19 July, 2021
    Global economic growth
    The two big reasons to doubt the global boom

    Cracks are appearing in the US and Chinese engines of growth

  • Monday, 5 July, 2021
    US economy
    This is as good as it gets for the US economy

    America has already been through a renaissance — it is unlikely to be reborn again

  • Sunday, 20 June, 2021
    Americas economy
    Latin America isn’t booming, but that could change

    Populism and the pandemic have interrupted the region’s commodity-linked prosperity

  • Sunday, 6 June, 2021
    Market bubbles
    Don’t dismiss market bubbles — some leave lasting progress behind

    For every few dozen flops, there can be companies that provide long-term innovation

Previous page You are on page 1 Next page

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