Ruchir Sharma

Sunday, 29 January, 2023

Sunday, 15 January, 2023

Xi Jinping

The Xi nobody saw coming

China’s hardline leader has reversed his decisions on a wide range of policies, wrongfooting the rest of the world

Friday, 6 January, 2023

The Weekend Essay

From peak dollar to better TV: Ruchir Sharma’s investor guide to 2023

With the era of easy money at an end, who will be the winners and losers — and can we expect any blue birds?

Monday, 19 December, 2022

Private equity

Private markets have become an escape from reality

There will be nowhere to hide in the tight money era

Sunday, 4 December, 2022

Global Economy

The easy money era is over but world leaders have not got the memo

Free-spending governments are being punished if they don’t abandon unorthodox policy

Monday, 21 November, 2022

Arabian Gulf States

The Gulf is partying while it can

But the joy of hosting the World Cup in an oil and property boom will not last unless productivity improves

Monday, 7 November, 2022

US economy

Economists see recession coming, so maybe it’s not

Markets have a better record at predicting downturns — but sometimes the inevitable never happens

Monday, 24 October, 2022

Chinese economy

China’s economy will not overtake the US until 2060, if ever

The consensus that Beijing can achieve whatever target it sets ignores the pace of slowdown in recent years

Monday, 10 October, 2022

US Dollar

Biden should act now on the wrecking-ball dollar

Washington could help to weaken the currency without undermining the Fed’s effort to contain US inflation

Monday, 26 September, 2022

Global Economy

The seven economic wonders of a worried world

A few countries stand out as hopeful exceptions to prevailing pessimism

Tuesday, 13 September, 2022

Transcript

Is a post-dollar world coming?

Ukraine makes dramatic gains in the war with Russia

Sunday, 11 September, 2022

Artificial intelligence

Robots need to move faster to save the world

Alarmists say AI will steal jobs, but underlying demographic trends foretell continuing worker shortages

Sunday, 28 August, 2022

US Dollar

A post-dollar world is coming

The currency may look strong but its weaknesses are mounting

Monday, 15 August, 2022

Indian economy

At 75, India is finally ready to join the global party

With its entrepreneurial spirit and an increasingly efficient welfare state, the country can thrive in a slowing world

Monday, 18 July, 2022

Innovation

Here’s how to solve the productivity paradox

A culture of government bailouts and constant stimulus is a barrier to technological innovation and dynamism

Monday, 4 July, 2022

Emerging markets

Emerging markets are in better shape than you think

Dour commentary misses reform in the largest developing economies since the taper tantrum last sent investors fleeing

Monday, 20 June, 2022

Chinese business & finance

Why China is not rising as a financial superpower

Beijing must find the confidence to lift capital controls and make the renminbi fully convertible

Tuesday, 7 June, 2022

UnhedgedRobert Armstrong

How to invest now?

And peering into private debt

Monday, 6 June, 2022

Equities

There is another act to come in this market drama

History shows that a pause in losses is usually followed by a further spiral downwards

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

Contributing editor

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