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Tales From the Emerging World  •  07-abr-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  •  09-mar-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  •  09-feb-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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Historias de la esfera emergente  •  12-ene-2021

Diez tendencias principales para 2021 

Ruchir Sharma
Ruchir Sharma, estratega jefe global y responsable de Emerging Markets, nos cuenta cuáles son sus diez principales tendencias para 2021.

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Tales From the Emerging World  •  08-dic-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  •  10-nov-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  •  13-oct-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  •  09-sep-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  •  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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ruchir.sharma
Head of Emerging Markets and Chief Global Strategist
Global Emerging Markets Team
 

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