| Tales From the Emerging World • Apr 07, 2021 | |
Brazil: Populism versus Commodities
Ruchir Sharma
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 • Mar 09, 2021 | |
Why the Housing Boom Has Legs
Ruchir Sharma
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 • Feb 09, 2021 | |
Why Crypto Is Coming Out of the Shadows
Ruchir Sharma
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 • Jan 12, 2021 | |
The Top Ten Trends of 2021
Ruchir Sharma
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 • Dec 08, 2020 | |
When Commodities Rise, So Will Emerging Markets
Ruchir Sharma
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 • Nov 10, 2020 | |
The Pandemic's Silver Lining
Ruchir Sharma
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 • Oct 13, 2020 | |
The Stock Market Is Not Partisan
Ruchir Sharma
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 • Sep 09, 2020 | |
The Winners of a Post-Pandemic Era
Ruchir Sharma
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 • Jul 21, 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 • Jun 09, 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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Head of Emerging Markets and Chief Global Strategist
Global Emerging Markets Team
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