Ruchir Sharma

Sunday, 4 June, 2023

Sunday, 21 May, 2023

Chinese economy

‘Boomy’ talk about the Chinese economy is a charade

Wall Street forecasts are now even more optimistic than Beijing’s unreachable growth target

Sunday, 7 May, 2023

Indian politics & policy

An economic miracle in India

The state of Karnataka shows that capitalism and democracy still have a future

Sunday, 23 April, 2023

Global Economy

What strong gold says about the weak dollar

The US has been weaponising its currency — but that comes with a cost

Monday, 10 April, 2023

US & Canadian companies

Why America’s big companies keep getting bigger

The beneficiaries of post-crisis rescues are established companies — this is not how capitalism is supposed to work

Sunday, 26 March, 2023

Global Economy

The unstoppable rise of government rescues

A maximalist culture of bailouts and state support is bloating and thereby destabilising the global financial system

Sunday, 12 March, 2023

Global Economy

Three global cities are pulling ahead since the peak of the pandemic

Miami, Dubai and Singapore boom by welcoming those chased out of rival international hubs

Monday, 27 February, 2023

Market bubbles

The markets are alive with the sound of echo bubbles

Investors refuse to give up on ideas that recently made them a lot of money

Sunday, 12 February, 2023

Thailand

The untold story of the world’s most resilient currency

After Thailand became ground zero in the Asian financial crisis, the baht achieved a long-running stability

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

Contributing editor

Add to myFT Digest