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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.
  • Sunday, 8 October, 2023
    Investing in funds
    Is there such a thing as smart money?

    Hollywood certainly thinks so but in reality superior market intelligence is rare

    Paul Dano stars as a YouTube financial analyst in ‘Dumb Money’
  • Sunday, 24 September, 2023
    US economy
    America’s mini economic miracle may be fleeting

    Biden-era spending has turbocharged growth — but the resulting debts may bring pain

    Close up of the eagle sculputre on the facade of the Federal Reserve building in Washington
  • Sunday, 10 September, 2023
    Chinese economy
    Have we reached peak pessimism on China?

    The consensus now sees the country stagnating long term, but is missing more dramatic short-term scenarios

    Workers install aluminum alloy formwork for house construction at a construction site
  • Sunday, 13 August, 2023
    Indian economy
    What India needs is more cricket and less Bollywood

    As the Indian Premier League adapts to the digital age, Hindi films lose fans thanks to stale scripts and ageing stars

    Shah Rukh Khan and Deepika Padukone in Pathaan
  • Sunday, 30 July, 2023
    US & Canadian companies
    What’s wrong with tech giants riding the AI wave

    It is dysfunctional for the same companies to dominate another innovation surge

    A 1960 mainframe computer
  • Sunday, 16 July, 2023
    US economy
    The trouble with American exceptionalism

    Deepening deficits now make the US one of the most fiscally irresponsible nations

    Three ironworker twist rebar for a barrier wall during the construction of a new bridge
  • Sunday, 2 July, 2023
    Emerging markets
    Here’s a tale of economic ‘resilience’ — but it’s not the one you think

    Emerging markets are proving less vulnerable to rising interest rates than many analysts feared

    A spice and grain market in New Delhi, India
  • Sunday, 18 June, 2023
    Billionaires
    Billionaires find big wins in big government

    Analysis of the mega-rich shows barely a dent in their fortunes or numbers

    A protester holds up a burning firework outside the LVMH headquarters
  • Sunday, 4 June, 2023
    Luxury goods
    Europe’s new success stories are built on high luxury, not high tech

    This raises hard questions for the continent in an age of vast wealth inequality and slow growth 

    An advertisement for Christian Dior on the first day of the winter sales in Paris in January
  • 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

    A shopping centre in Beijing
  • 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

    A market in Bengaluru, the state of Karnataka’s capital city
  • 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

    Gold bars sit stacked
  • 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

    Crowds and police outside a bank on New York’s East Side, with Jay Powell of the Federal Reserve inset
  • 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

    View from the ground looking up at people with the Burj Khalifa and other skyscrapers in the background
  • 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

    A Japanese businessmen checks share prices on a digital display in Tokyo
  • 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

    Commuters file through Grand Central Terminal in New York
  • 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

    The face of a man with peaking out from behind his hands as a line chart zigzags downwards
  • 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

    Workers carry oranges at a fruit market in Lahore
  • 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

    People are pictured in a restaurant in Doha
  • 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 

    A worker changes reels in a woven bag factory
Previous page You are on page 2 Next page

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