Ruchir Sharma

Many consumers are resisting, even turning back the digital revolution 

Ruchir Sharma: Why the Fed should not cut rates now

Amid loose financial conditions and a bubbly market, it’s exactly the wrong time

Ruchir Sharma: Is China investable again?

It always was — at the right price and for those with eyes wide open to the economic downside

Ruchir Sharma: The world is moving on to trade without the US

Many nations have been responding to Trump tariffs not by retaliating but by courting other trade partners

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

Ruchir Sharma: top 10 trends for 2025

Projections about the coming year assume market shifts will be dictated by Donald Trump. But the global economy is unlikely to revolve around the US

Investor Ruchir Sharma's prediction for Maharashtra and Jharkhand polls

Sharma said that past trends suggest that a similar voting pattern is observed in state polls that follow national polls (within six to 12 months).

Ruchir Sharma | The US economic boom is a mirage

Its lopsided, brittle quality helps explain why so many Americans will cast votes in anger

Trump or Harris? Ruchir Sharma explains why US election outcome won't affect India

He contrasted this with India’s approach, saying, "India cannot replicate China's extreme growth model due to our commitment to welfare spending. Instead, our focus should be on privatisation and infrastructure development to drive growth."

PM Modi should now focus on his legacy, think about empowering states: Ruchir Sharma

While acknowledging these broader issues, he emphasised that India can do a lot more to improve the domestic business environment.

Capitalism of today very different from what founders had in mind: Ruchir Sharma

He described the early 20th-century capitalism as "very raw," where there was minimal support for the unemployed. In contrast, the current system is marked by a "culture of constant bailouts" and "constant stimulus," which he believes is detrimental.

Full transcript of Ruchir Sharma's exclusive interview to Network18

In an exclusive interview to Network18's Zakka Jacob and Bodhisatva Ganguli, prominent investor and Chairman of Rockefeller International Ruchir Sharma speaks about his new book on capitalism, his roadtrip in the run up to the Lok Sabha polls, and the upcoming presidential elections in US. Here's the full transcript:

Fmr Investment Banker Ruchir Sharma Says "Govt Focused On Narrative, Lost Track Of Ground Reality"

Govt Focused On Narrative, Lost Track Of Ground Reality: Ruchir Sharma, Author | Ruchir Sharma News There was no anti-Modi feeling but people needed change. We are a naturally democratic nation. There was a feeling that the other side needs to come up. Govt focused on narrative, lost track of ground reality: Ruchir Sharma, Author #ruchirsharma #rockefeller #investmentbanking #elections2024 #pmmodi

Ruchir Sharma on Lok Sabha results: Narratives became too one-sided, there's a tendency to root for the underdog

Sharma also shared observations from his recent road trip across key states and shed light on the evolving political landscape of the country.

India's challenging business environment, 'sense of fear' drive entrepreneurs abroad, says Ruchir Sharma

Sharma, Chairman of Rockefeller International, noted that the general macroeconomic management of India has been “reasonably good”. However, the microeconomic side and overhang of investigative agencies remain a concern, driving away domestic talent.

Ruchir Sharma: The overstimulated superpower

One overlooked reason for US resilience is stimulus still coursing through the economy

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

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

Ruchir Sharma: Here’s how to solve the productivity paradox

More active government support has undermined creative destruction, the lifeblood of capitalism

Ruchir Sharma writes: Emerging markets are in better shape than you think 

They are less vulnerable to capital flight now than they were the last time global investors fled

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 

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 

Ruchir Sharma's move shows new-age wealth advisors adding heft

The rising AUM with newly-minted global wealth advisories shows that Family Offices like Rockefeller are punching above their weight. They are taking on the traditionally bigger rivals in wealth management, a new playing field is emerging for a more diverse range of advisors.

Ruchir Sharma to join Rockefeller International as MD and Chairman

Ruchir Sharma will join Rockefeller International after a 25-year stint at Morgan Stanley Investment Management, where he was the Head of Emerging Markets and Chief Global Strategist.

Retail investors riding the bull market could spur a populist backlash

The fear is one of the dips may turn into another bear market