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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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    • Sunday, 29 January, 2023
      Global Economy
      The world is not ready for the long grind to come

      Demographic changes and deglobalisation will keep inflation higher than policymakers were used to pre-pandemic

    • 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

    Previous page You are on page 1 Next page

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