Ruchir Sharma

Monday, 18 December, 2023

Monday, 4 December, 2023

Indian politics & policy

Why Modi is cruising to a third term

State elections show that the Indian prime minister keeps benefiting from the failings of the opposition

Sunday, 19 November, 2023

Chinese economy

China’s rise is reversing

The past two years have seen the largest drop in the nation’s share of global GDP since the Mao era

Monday, 6 November, 2023

Global Economy

The coming battle between world leaders and bond vigilantes

As multiple nations go to the polls next year, pre-election spending by governing parties will be punished

Monday, 23 October, 2023

Markets

Why markets are relatively calm in the geopolitical storm

Investors as a group don’t act like individuals — their collective mind recognises risk as a historical constant

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

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

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

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

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

Sunday, 16 July, 2023

US economy

The trouble with American exceptionalism

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

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

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

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

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?

Ruchir Sharma

Contributing editor

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