| 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-May-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-Mar-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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Head of Emerging Markets and Chief Global Strategist
Global Emerging Markets Team
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