BUSINESS
Ruchir Sharma: Here’s how to solve the productivity paradox
More active government support has undermined creative destruction, the lifeblood of capitalism
BUSINESS
Ruchir Sharma writes: Why China is not rising as a financial superpower
Beijing must find the confidence to lift capital controls and make the renminbi fully convertible
BUSINESS
There is another act to come in this market drama
History shows that a pause in losses is usually followed by a further spiral downwards
BUSINESS
Ruchir Sharma writes: This realm beyond regulators is where the next crisis will arise
Shadow banks include creditors of many kinds, from pension funds to private equity firms and manage $63tn in financial assets — up from $30tn a decade ago
BUSINESS
Ruchir Sharma writes: Thanks but no Faangs — the folly of investing in acronyms
Acronyms not only group dissimilar investments, they ignore capitalism’s one constant, which is churn
MARKETS
Slower growth, higher inflation are the hallmarks of a post-COVID world
Despite last year’s bounceback, the question is how fast economies can grow once pandemic stimulus recedes
BUSINESS
Ruchir Sharma writes | A quiet comeback is starting in emerging markets
The drive in commodities, manufacturing, data flows and economic reform could make 2021 the year the tide turned
TRENDS
Ruchir Sharma: Ten forecasts investors should keep track of in 2022
From a slowing China to ‘greenflation’ in commodity prices to the retail party ending, here are some key economic forecasts for 2022
BUSINESS
Ruchir Sharma writes: There is no easy escape from the global debt trap
Total debt more than tripled to 350 per cent of global GDP over the past four decades
BUSINESS
How the US tech giants could fall
The pandemic has offered a reprieve, but history shows that today’s top performers are unlikely to stay there
BUSINESS
This is as good as it gets for the US economy
America has already been through a renaissance — it is unlikely to be reborn again
