| Tales From the Emerging World • 10-Aug-2021 | |
The Electric Summer of ’91: India’s Hopes Then and Now
Emerging Markets Equity Team
India needs to keep in mind is that its economy is still relatively unfree, and so more than ever it should buck the global trend of more regulation and bigger government. Ruchir Sharma, Chief Global Strategist, explains.
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| Tales From the Emerging World • 20-Jul-2021 | |
Whither the Bubblets of 2021?
Emerging Markets Equity Team
As worry spreads about the rise and fall of market bubbles, questions are asked about whether these price moves count as “bubbles,” poised to pop. Ruchir Sharma, Chief Global Strategist, looks at history for the answer.
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| Tales From the Emerging World • 02-Jun-2021 | |
Where the Digital Future Will Unfold
Emerging Markets Equity Team
The most ingenious uses of future digital technology are likely to be shaped in the emerging world. Ruchir Sharma, Chief Global Strategist, discusses.
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| Tales From the Emerging World • 07-Apr-2021 | |
Brazil: Populism versus Commodities
Emerging Markets Equity Team
Will doubts about economic reform prevent Brazil from capitalizing on the nascent revival of commodity prices in emerging markets? Ruchir Sharma, Chief Global Strategist, discusses.
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| Tales From the Emerging World • 09-Mar-2021 | |
Why the Housing Boom Has Legs
Emerging Markets Equity Team
The pandemic has been full of surprises for global markets, none more unexpected than the housing boom. Ruchir Sharma, Chief Global Strategist, explores.
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| Tales From the Emerging World • 09-Feb-2021 | |
Why Crypto Is Coming Out of the Shadows
Emerging Markets Equity Team
Ruchir Sharma, Chief Global Strategist, looks at how cryptocurrencies are rapidly gaining popular support as alternatives to gold and the dollar.
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The Emerging Markets Equity team bases its investment philosophy on proprietary research that shows how both country-level and stock-specific factors can drive risks and returns in emerging markets.