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Tales From the Emerging World  •  20-Jul-2021

Whither the Bubblets of 2021? 

Global Emerging Markets 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 and Head of Emerging Markets, looks at history for the answer.

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Tales From the Emerging World  •  02-Jun-2021

Where the Digital Future Will Unfold 

Global Emerging Markets Team
The most ingenious uses of future digital technology are likely to be shaped in the emerging world. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, discusses.

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Tales From the Emerging World  •  07-Apr-2021

Brazil: Populism versus Commodities  

Global Emerging Markets 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 and Head of Emerging Markets, discusses.

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Tales From the Emerging World  •  09-Mar-2021

Why the Housing Boom Has Legs 

Global Emerging Markets Team
The pandemic has been full of surprises for global markets, none more unexpected than the housing boom. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explores.

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Tales From the Emerging World  •  09-Feb-2021

Why Crypto Is Coming Out of the Shadows 

Global Emerging Markets Team
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, looks at how cryptocurrencies are rapidly gaining popular support as alternatives to gold and the dollar.

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Tales From the Emerging World  •  12-Jan-2021

The Top Ten Trends of 2021 

Global Emerging Markets Team
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, unveils his top ten trends of 2021.

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Tales From the Emerging World  •  08-Dec-2020

When Commodities Rise, So Will Emerging Markets  

Global Emerging Markets Team
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, argues that commodity prices are poised for a comeback in the 2020s, and that emerging markets will rise accordingly.

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Tales From the Emerging World  •  10-Nov-2020

The Pandemic's Silver Lining  

Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explains how economic reform in emerging economies is the pandemic’s silver lining.

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Tales From the Emerging World  •  13-Oct-2020

The Stock Market Is Not Partisan  

Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, takes an historical look at market returns and volatility leading up to a United States presidential election – and the implications for this year.

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TALES FROM THE EMERGING WORLD  •  09-Sep-2020

The Winners of a Post-Pandemic Era 

Global Emerging Markets Team
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets lists the economies most likely to thrive in the post pandemic era, arguing that the winners will need a strong defense against the forces of deglobalization, rising debt, and meddling governments, and a strong offense to exploit the booming digital economy.

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