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Ruchir Sharma

Contributing editor

A writer and investor, he is the author of four books, including most recently “The 10 Rules of Successful Nations”. He is chair of Rockefeller International. The views expressed in his column are strictly his own.
  • Monday, 12 January, 2026
    Indian economy
    India needs to import more capital and export fewer workers

    Despite strong headline growth numbers, the country is slipping from the global spotlight

    Hazy sunset over Mumbai with a dense cluster of boats in the foreground and high-rise buildings under construction in the background.
  • Monday, 5 January, 2026
    The Big Read
    Ruchir Sharma: top 10 trends for 2026

    The AI mania could wane and drag down the economies of the two superpowers, but the rest of the world is well positioned to pick up the slack

    Illustration of the globe being held in the palm of a robotic hand. In the background is a bull, the Statue of Liberty and a $100 bill
  • Monday, 15 December, 2025
    Market bubbles
    The four ‘O’s that shape a bubble

    And what this test tells us about the artificial intelligence wave

    Illustration of two figures floating on each side of a large bubble being pierced by small numerated ring bubbles
  • Monday, 1 December, 2025
    Equities
    The best time to buy quality stocks is now

    A generational opportunity in otherwise bubbly markets

    An illustration showing a person pointing to an upward-trending investment chart, with a green quality ribbon and five stars in the background.
  • Sunday, 16 November, 2025
    Indian politics & policy
    How the Joe Biden of India won

    The chief minister of Bihar was re-elected by a wide margin despite his obvious infirmity and stalled progress

    Nitish Kumar smiles and greets with folded hands while arriving for the Budget Session at Bihar Assembly.
  • Monday, 3 November, 2025
    Books
    Books, malls and cars: where the physical world still rules

    Many consumers are resisting, even turning back the digital revolution

    Two young people seen from behind looking at books surrounded by shelves of books in a bookstore
  • Monday, 20 October, 2025
    Markets
    Why gold and stocks are partying together

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

    Four gold wafers of different sizes from Galeri 24 are displayed, each marked with weight and "FINE GOLD 999.9."
  • Monday, 6 October, 2025
    US economy
    America is now one big bet on AI

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

    The facade of the New York Stock Exchange with its columns and pediment sculptures, and a large American flag hanging nearby
  • Monday, 22 September, 2025
    Asia-Pacific economy
    How south-east Asia lost its way

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

    Prabowo Subianto stands in front of a backdrop with red and white stripes before delivering his annual address.
  • Monday, 8 September, 2025
    Federal Reserve
    Why the Fed should not cut rates now

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

    Jay Powell holds papers and a pen while leaving a stage, with US flags and Federal Reserve banners in the background.
  • Monday, 11 August, 2025
    Entrepreneurship
    America doesn’t have a monopoly on wealth creation

    New research shows many other countries have a booming entrepreneurial culture generating serious wealth

    Two illustrations — one of a person celebrating under their money tree while someone else kneels next to a dead tree; the other is of three flourishing money trees and two happy people
  • Monday, 28 July, 2025
    Trump tariffs
    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

    Cars driving past the Port of Los Angeles
  • Friday, 18 July, 2025
    FT News Briefing podcast11 min listen
    Is Ukraine sliding into authoritarianism?

    The eastern European country’s leader has been accused of favouring loyalists and using wartime powers against critics

  • Monday, 14 July, 2025
    Israel
    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

    The Tel Aviv skyline
  • Monday, 30 June, 2025
    US equities
    The world is changing, the US market is not

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

    Illustration of a figure walking on a horizontal graph line with an asteroid hurling towards it, lightning striking it, and an explosion shaking it
  • Monday, 16 June, 2025
    Chinese economy
    The myth of the suppressed Chinese consumer

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

  • Monday, 2 June, 2025
    Currencies
    The world’s strongest currency is also super-competitive 

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

    A worker holds a tray of chocolates at a Lindt factory in Kilchberg, Switzerland
  • Monday, 19 May, 2025
    Global inequality
    Sweden: a socialist paradise overflowing with billionaires

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

    A luxury department store in Stockholm
  • Monday, 5 May, 2025
    Latin America
    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

    President of Argentina Javier Milei
  • Monday, 21 April, 2025
    Global Economy
    Mapping the high tariff world

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

    A sign in a supermarket in Ontario urges shoppers to buy Canadian products
  • Monday, 7 April, 2025
    US inflation
    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

    US President Donald Trump holds a signed executive order after delivering remarks on reciprocal tariffs
  • Monday, 24 March, 2025
    US equities
    The end of American exceptionalism goes way beyond Trump

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

    A trader works on the floor of the New York Stock Exchange
  • Tuesday, 11 March, 2025
    Unhedged Podcast22 min listen
    The case for China

    Are Chinese stocks really “uninvestable”?

  • Monday, 10 March, 2025
    Global Economy
    The new economic stars born through crisis 

    Financial stress is forcing reform and recovery in many overlooked countries 

    Desalter tanks and pipework at the Dangote Industries Ltd. oil refinery and fertilizer plant site in the Ibeju Lekki district of Lagos, Nigeria
  • Monday, 24 February, 2025
    Chinese business & finance
    Is China investable again?

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

    Chinese President Xi Jinping, center attends a symposium on private enterprises
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