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Ruchir Sharma

Ruchir Sharma

The Guardian

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Books, malls and cars: where the physical world still rules

Many consumers are resisting, even turning back the digital revolution

04.11.2025 20

Financial Times

Ruchir Sharma

Why gold and stocks are partying together

These booms are connected, but not in the way you may have heard

21.10.2025 40

Financial Times

Ruchir Sharma

America is now one big bet on AI

It’s seen as the magic fix for every threat to the US economy

06.10.2025 30

Financial Times

Ruchir Sharma

How south-east Asia lost its way

Indonesia is just the worst of the worst in the world’s weakest regional market

23.09.2025 10

Financial Times

Ruchir Sharma

Why the Fed should not cut rates now

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

09.09.2025 5

Financial Times

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

12.08.2025 20

Financial Times

Ruchir Sharma

What the world got wrong about tariffs

No economy rises or falls for just one reason, even a shock as big as Trump’s trade policy

28.07.2025 20

Financial Times

Ruchir Sharma

The markets are signalling a clear winner in the Middle East

Israel’s stunning stock rally suggests the country is cementing its status as the regional economic superpower

14.07.2025 60

Financial Times

Ruchir Sharma

The world is changing, the US market is not

To date, the Trump shock is that he has had so little impact

30.06.2025 30

Financial Times

Ruchir Sharma

The myth of the suppressed Chinese consumer

In reality, the country has the fastest household spending growth rate of the 21st century

17.06.2025 10

Financial Times

Ruchir Sharma

The world’s strongest currency is also super-competitive 

Switzerland’s success shows that a nation can revalue its way to prosperity

02.06.2025 10

Financial Times

Ruchir Sharma

Sweden: a socialist paradise overflowing with billionaires

The country is generating the kind of wealth that raises the risk of an anti-capitalist revolt

19.05.2025 30

Financial Times

Ruchir Sharma

The one region where the traditional right is on the rise

In Latin America, the ‘pink tide’ is running out and offering global capital new hope

05.05.2025 10

Financial Times

Ruchir Sharma

Mapping the high tariff world

How the trade war will reorder the global economy — not burn it down

21.04.2025 30

Financial Times

Ruchir Sharma

The Fed shouldn’t try to save the world from Trump tariffs

Given its record, the risk is that the US central bank will do just that

07.04.2025 20

Financial Times

Ruchir Sharma

The end of American exceptionalism goes way beyond Trump

It has been building, and is likely to be unravelling, for a long time

24.03.2025 20

Financial Times

Ruchir Sharma

The rising economies born through crisis 

Financial stress is forcing reform and recovery in many overlooked countries 

10.03.2025 10

Financial Times

Ruchir Sharma

Is China investable again?

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

24.02.2025 10

Financial Times

Ruchir Sharma

Why speculators are still running wild when money is no longer free

Something even bigger than AI and the Trump effect is at work

10.02.2025 30

Financial Times

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

26.01.2025 10

Financial Times

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

13.01.2025 10

Financial Times

Ruchir Sharma

How ‘the mother of all bubbles’ will pop

It’s time to bet against American exceptionalism

16.12.2024 40

Financial Times

Ruchir Sharma

The mother of all bubbles

The US has never been so overhyped, relative to the rest of the world

02.12.2024 4

Financial Times

Ruchir Sharma

Trump’s victory represents a historic protest vote, no more and no less

Antipathy to big government and big business has helped spur the rise of a third force in US politics

18.11.2024 9

Financial Times

Ruchir Sharma

The US economic boom is a mirage

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

04.11.2024 50

Financial Times

Ruchir Sharma

The pink tide is drowning Latin America

Where the populist left is in control, economies and markets are faltering

21.10.2024 10

Financial Times

Ruchir Sharma

‘No more bailouts’: the missing US campaign slogan

There is a populist idea that would be both good economics and good politics

07.10.2024 10

Financial Times

Ruchir Sharma

It’s no longer glorious to get rich in China — it’s dangerous

Why no one wants to be the nation’s top tycoon any more

23.09.2024 40

Financial Times

Ruchir Sharma

Make homes affordable again

The unreachable American dream of ownership could be a decisive issue in the presidential contest

09.09.2024 3

Financial Times

Ruchir Sharma

The world should take notice — the rest are rising again

An emerging market revival has begun, with dramatic global implications

26.08.2024 6

Financial Times

Ruchir Sharma