| Tales From the Emerging World • 13-Oct-2020 | |
The Stock Market Is Not PartisanRuchir 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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| TALES FROM THE EMERGING WORLD • 21-Jul-2020 | |
No, the Markets Aren't Crazy
Global Emerging Markets Team
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
Global Emerging Markets Team
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-May-2020 | |
Why Markets Are Partying Through the Pandemic
Global Emerging Markets Team
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
Global Emerging Markets Team
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-Mar-2020 | |
Our Coronavirus Worries Are a Bit Different
Global Emerging Markets Team
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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