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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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