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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, 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

    • 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

    Previous page You are on page 1 Next page

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