Brics mania over, says Ruchir SharmaRuchir Sharma, head of global macro and emerging-market equities at Morgan Stanley Investment Management in New York, describes the current decade for investors as a post-Brics world. My argument for investors is the reverse of what it would have ... Finance Asia, 1 day ago |
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Oil & gold booms are over: Ruchir SharmaBy Ruchir Sharma The wreckage caused by China's great, juddering slowdown continues to spread far beyond the country's shores. Although most commodities enjoyed a bounce on May 3, after better-thanexpected US employment data, the plunge in their ... Economic Times, 2 weeks ago
MORGAN STANLEY STRATEGIST: The Oil And Gold Boom Has Come To An End
Business Insider, 2 weeks ago
The oil and gold booms are over
Livemint.com, 2 weeks ago
Sharma: The Oil and Gold Booms Are Over
Bloomberg, 2 weeks ago
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Head of the Class - By Ruchir SharmaAfter World War II, when fear of Hitler was giving way to fear of Stalin, George Orwell rebuked intellectuals for "the instinct to bow down before the conqueror of the moment, to accept the existing trend as irreversible." In recent decades, the ... Foreign Policy Magazine, 1 month ago
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No fools here: April's batch of the best fund managersMarket sentiment has been buoyant this year. Company balance sheets and dividend potential remain strong, and merger and acquisition activity is back on the agenda. But central bank action has remained the main plank supporting markets, with the ... Citywire, 1 day ago
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Citywire ratings: 10 fund managers dancing their way into MayThe UK has managed to avoid a triple dip recession and expanded 0.3% in the first quarter of this year. However, pressure has been mounting on the UK government after the credit ratings agency Fitch stripped the UK of its triple A rating, this comes ... Citywire, 1 day ago
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What Makes Narendra Modi a Middle Class Hero?Sam Panthaky/Agence France-Presse — Narendra Modi addressing an election rally in Ahmedabad, Gujarat, on Dec. 20, 2012. As India's middle class grows in number and political clout, it has found a new hero in Gujarat's chief minister, Narendra ... New York Times, 1 week ago
What Makes Narendra Modi a Middle-Class Hero?
New York Times, 1 week ago
India Ink: What Makes Narendra Modi a Middle-Class Hero?
New York Times, 1 week ago
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The centre doesnt hold'We are going in the wrong direction!' How often have we heard this in the recent past when talk veers to India's future? There is an overriding and all-pervasive atmosphere of pessimism today. There are, no doubt, short-term political issues, and ... Hindustan Times, 1 week ago
The-centre-doesn-t-hold
Hindustan Times, 1 week ago
The centre doesn't hold
Hindustan Times, 1 week ago
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Sir Richard Lambert's speechThe Great Convergence: why some low income countries will continue to catch up with the rich developed economies of the West, and some will fail. It's a ridiculously ambitious title for a 40 minute talk. So in a bid to break it down into manageable ... The University of Warwick, 1 week ago
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Fragile to frontierMAY 13 - Today I am here in Washington, DC getting ready to speak at the session on Beyond Frontier Markets at the Global Private Equity Conference, the biggest event in the world for private equity players in emerging markets. And as I prepare to ... Kathmandu Post, 1 week ago
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MARKET TALK: Brace for a spike in platinum pricesPLATINUM prices may spike in coming weeks as local supply problems continue to escalate. The catalyst for an upswing came on Friday when Anglo American Platinum (Amplats), the world's top platinum producer, revealed a restructuring plan that has the ... BDlive, 1 week ago
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