Ruchir Sharma

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Monday, 17 June, 2024

Markets
Why markets like to see new political faces
Amid the confusion of recent elections, here is one factor with real economic impact
Sunday, 2 June, 2024

US economy
Biden’s challenge runs deeper than ‘bad vibes’
The flaws in the economic system are real, and better ‘messaging’ won’t fix them
Saturday, 25 May, 2024

The Weekend Essay
What went wrong with capitalism
America has become unhealthily dependent on loose money and big government, argues Ruchir Sharma
Monday, 20 May, 2024

Indian election
Missing: India’s third Modi wave
On the campaign trail doubts are raised over whether the prime minister and his BJP are set for another overwhelming win
Monday, 6 May, 2024

Global Economy
A warning from the breakdown nations
The fates of former ‘model’ economies carry lessons for current stars
Monday, 22 April, 2024

US economy
The overstimulated superpower
One overlooked reason for US resilience is stimulus still coursing through the economy
Monday, 8 April, 2024

Indian election
How Indian democracy developed east Asian characteristics
Voters are increasingly willing to trade political freedom for economic progress
Monday, 25 March, 2024

Emerging markets
The weakest links in the global economy are on the mend
Some of the most prominent beleaguered nations are now carrying out radical reforms
Monday, 11 March, 2024

Opinion
Bitcoin bulls are not the bigger fools
The most popular cryptocurrency is starting to look like more than a passing fad
Monday, 26 February, 2024

Equities
A tale of two bull markets
While the US rise in stock prices is all about tech, India’s boom is more broad-based
Monday, 12 February, 2024

Joko Widodo
A popular anti-populist’s exit poses a challenge for Indonesia
After a decade of stability in a country not known for it, Joko Widodo will be a hard act to follow
Sunday, 28 January, 2024

Politics
Why political leaders are so unpopular now
Voters are reacting to long-term problems, and looking for fresh fixes
Sunday, 14 January, 2024

US immigration
Immigration crackdowns are good politics but bad economics
Leaders should be wary of curbing the force that helped save the world economy in 2023
Thursday, 4 January, 2024

The Big Read
Ruchir Sharma: top 10 trends for 2024
Europe’s economy will be more resilient than the US, the dollar will weaken and investors will demand a premium on long-term debt
Monday, 18 December, 2023

Global Economy
The world economy’s biggest problem is Africa
Countries across the continent have been unable to capitalise on their demographic dividend
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