Tales From the Emerging World

In-depth insights on emerging and global
markets, shaped by our “Rules of the Road”
for spotting hot growth stories

In-depth insights on emerging and global
markets, shaped by our “Rules of the Road”
for spotting hot growth stories

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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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