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TALES FROM THE EMERGING WORLD  •  21-Jul-2020

No, the Markets Aren't Crazy 

Ruchir Sharma
In his latest Tales From the Emerging World, Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, notes that though stock valuations have been inflated by lower interest rates, the market remains the best barometer of the economic cycle.

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TALES FROM THE EMERGING WORLD  •  09-Jun-2020

The Era After the Coronavirus 

Ruchir Sharma
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, looks at the huge push the pandemic is giving his Four Ds—deglobalization, depopulation, declining productivity and rising government debt.

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TALES FROM THE EMERGING WORLD  •  07-Mai-2020

Why Markets Are Partying Through the Pandemic 

Ruchir Sharma
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, explains why stock markets are rallying amid the worst economic crisis since the Great Depression.

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TALES FROM THE EMERGING WORLD  •  07-Apr-2020

The Strange Shape of the Coronavirus Crash 

Ruchir Sharma
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, makes the case for great opportunities in emerging markets in the After Coronavirus world.

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Tales From the Emerging World  •  10-Mär-2020

Our Coronavirus Worries Are a Bit Different 

Ruchir Sharma
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, offers his perspective on the burgeoning coronavirus epidemic and its potential impact on the markets.

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ruchir.sharma
Head of Emerging Markets and Chief Global Strategist
Global Emerging Markets Team
 

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