BUSINESS
Ruchir Sharma: Why the Fed should not cut rates now
Amid loose financial conditions and a bubbly market, it’s exactly the wrong time
BUSINESS
Ruchir Sharma: America doesn’t have a monopoly on wealth creation
New research shows many other countries have a booming entrepreneurial culture generating serious wealth
BUSINESS
Ruchir Sharma: The myth of the suppressed Chinese consumer
In reality, the country has the fastest household spending growth rate of the 21st century
BUSINESS
Ruchir Sharma: The rising economies born through crisis
Financial stress is forcing reform and recovery in many overlooked countries
BUSINESS
Ruchir Sharma | Where voters don’t want to throw the incumbents out — and why
The global rebellion against those in power does not extend to the developing world
BUSINESS
Ruchir Sharma: How ‘the mother of all bubbles’ will pop
It’s time to bet against American exceptionalism
BUSINESS
Ruchir Sharma | The US economic boom is a mirage
Its lopsided, brittle quality helps explain why so many Americans will cast votes in anger
BUSINESS
‘No more bailouts’: the missing US campaign slogan
There is a populist idea that would be both good economics and good politics
BUSINESS
The world should take notice — the rest are rising again
An emerging market revival has begun, with dramatic global implications
BUSINESS
Ruchir Sharma: The overstimulated superpower
One overlooked reason for US resilience is stimulus still coursing through the economy
BUSINESS
Is there such a thing as smart money?
Stocks favoured by retail investors tend to underperform by one per cent — per month
BUSINESS
Ruchir Sharma: Here’s a tale of economic ‘resilience’ — but it’s not the one you think
Emerging markets are proving less vulnerable to rising interest rates than many analysts feared
BUSINESS
Billionaires find big wins in big government
In India and Russia, billionaire wealth is nearly double the average of other developing economies
BUSINESS
‘Boomy’ talk about the Chinese economy is a charade
Wall Street forecasts are now even more optimistic than Beijing’s unreachable growth target
BUSINESS
What strong gold says about the weak dollar
The oldest and most traditional of assets, gold, is now a vehicle of central bank revolt against the dollar
BUSINESS
Ruchir Sharma: Why America’s big companies keep getting bigger
The beneficiaries of post-crisis rescues are established companies — this is not how capitalism is supposed to work
BUSINESS
The untold story of the world’s most resilient currency
After Thailand became ground zero in the Asian financial crisis, the baht achieved a long-running stability
BUSINESS
The world is not ready for the long grind to come
Demographic changes and deglobalisation will keep inflation higher than policymakers were used to pre-pandemic
BUSINESS
The Xi Jinping nobody saw coming
We should celebrate this new Xi, if he lasts — he’s a lot better for the world than the old one.
BUSINESS
Ruchir Sharma’s investor guide to 2023: from peak dollar to better TV
With the era of easy money at an end, who will be the winners and losers — and can we expect any blue birds?
BUSINESS
Ruchir Sharma: The easy money era is over but world leaders have not got the memo
Free-spending governments are being punished if they don’t abandon unorthodox policy
BUSINESS
The seven economic wonders of a worried world
A few countries stand out as hopeful exceptions to prevailing pessimism, India is one of them
BUSINESS
Ruchir Sharma writes: At 75, India is finally ready to join the global party
With its entrepreneurial spirit and an increasingly efficient welfare state, the country can thrive in a slowing world
BUSINESS
Ruchir Sharma: Here’s how to solve the productivity paradox
More active government support has undermined creative destruction, the lifeblood of capitalism
