RUCHIR SHARMA
IIP growth comes in at 8% in August compared with 7.4% in July
Manufacturing set a record by growing at 8% or more in the past three consecutive months.
Ruchir Sharma’s India scorecard: How it fares on his 10-rule benchmark
Ruchir Sharma says India remains a middling investment story rather than a clear outperformer, with strengths in demographics, inflation and currency stability offset by weak private and foreign investment, high valuations, regulatory intervention and concentrated billionaire wealth. His broader view is that India “consistently disappoints the optimist and the pessimist,” making a simple bullish or bearish narrative difficult.
Ruchir Sharma, author of 'The Rise and Fall of Nations', has a warning for gold investors: 'It isn’t a safe haven anymore'
Gold prices are at record highs, but experts suggest this surge is fueled by abundant money in the system, not solid economic reasons. This situation mirrors a past gold boom. If this excess cash disappears, the gold rally could quickly end. Investors face potential risks as gold is now moving with riskier assets, losing its traditional safe-haven status.
Zerodha’s Nikhil Kamath reveals his salary in first job. Ruchir Sharma’s will blow your mind
Nikhil Kamath and Ruchir Sharma contrasted their early career paths, with Kamath starting at a Bangalore call center earning $1,000 annually. Sharma, at 22, joined Morgan Stanley in 1996 with a $100,000 salary. Sharma's career advanced rapidly, leading to roles at Morgan Stanley and Rockefeller Capital, alongside becoming an acclaimed author and global commentator.
US stocks' trend of outperforming rest of the world may end in 2025, market expert Ruchir Sharma sounds alarm
Market expert Ruchir Sharma has sounded an alarm that the trend of US stocks outperforming the rest of the world may end in 2025. The Rockefeller chairman pointed to signs that the stock rally in the US looked unsustainable. He said investors' growing attention to the rising deficit in the US may be a turning point.
America's stock market boom will end in 2025 because of this serious reason, says Ruchir Sharma of Rockefeller International
America's stock market boom is currently continuing in 2025, and is following the trend of 2023 and 2024, backed by the massive bull run. There are market predictions that this epic run may soon come to a halt in the next half of 2025, if a Rockefeller International expert is to be believed. Are there chances of a US stock market crash in 2025?
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Steep budget deficit would come back to haunt the US, says Ruchir Sharma
Rockefeller International chairman Ruchir Sharma warned that the US maintaining a high budget deficit relative to its GDP could have negative repercussions in the future. He highlighted the shift from sustainable deficits to a current 6% deficit, higher than other developed countries. Sharma expressed concerns about both US presidential candidates disregarding deficits. He also discussed the impact of asset price inflation and the constraint in housing supply in the US.
Ruchir Sharma joins Asset Allocation Committee of 360 One Wealth
Ruchir Sharma, the chairman of Rockefeller International and Founder & Chief Investment Officer of Breakout Capital, has joined the Asset Allocation Committee (AAC) of 360 ONE Wealth.
Ruchir Sharma joins Rockefeller International as its MD and Chairman
Ruchir Sharma will serve as an advisor to help expand the firm's global business starting February 14, according to a Rockefeller release.
Ruchir Sharma quits Morgan Stanley after 25 years
Ruchir Sharma who was the Head of Emerging Markets and Chief Global Strategist at Morgan Stanley Investment Management, has quit the firm after 25 years.
Banning cryptos is like playing whack-a-mole: Ruchir Sharma
In 2020, India’s economy contracted very sharply -- in fact the worst in any major economy, says Ruchir Sharma of Morgan Stanley Investment Management.
India Inc poised to do better in the coming years: Ruchir Sharma at ET Awards 2020
"Any top line growth you get will have a multiplicative effect as far as profits are concerned. I do feel more optimistic about the corporate profitability, as far as India is concerned or emerging markets in general," said Sharma in a conversation with ET's consulting editor Swaminathan Aiyar.
Finance Minister Nirmala Sitharaman to headline a power-packed line-up of speakers at ET Awards
Join the ET Awards for Corporate Excellence on March 20 at 5 PM.
India unlikely to see pre-Covid output level before March ’22: Ruchir Sharma
The Indian economy is unlikely to achieve the same level of output that it had before the Covid-19 pandemic until possibly March-April 2022, according to global investor and bestselling author Ruchir Sharma.
Ruchir Sharma reminds Modi second term is when legacy of a leader is shaped
Sharma said he used to believe he knew about Indian elections really well.
Only Modi himself can unsettle him; maybe Priyanka can stand up to him: Ruchir Sharma
Sharma said it is very hard to see who else apart from Priyanka could lead the Opposition.
NY-based banker-author Ruchir Sharma decodes why Indian politicians prefer to stay single
As marital statuses go in Indian politics, single is a tag toted most frequently.
Ruchir Sharma says he won't advise PM Narendra Modi on Indian economy
Sharma said he had once told Russian President Vladimir Putin that when he first came to power he was a reformer but things changed later.
PSUs' overwhelming presence holding back Indian economy: Ruchir Sharma
Sharma said the public sector's share in India's banking industry is two-thirds, which is way above the average of one-third in EMs.
1914 revisited: Open world order is breaking apart
It is not clear how Trump, who has called for protectionist measures and tighter borders, will govern. But it is clear that the open world order is breaking apart.
China’s GDP is managed, India’s shows incompetence, says Ruchir Sharma
China’s gross domestic product is more likely expanding 4 percent to 5 percent than the official rate of more than 6.5%. India’s pace is probably 5%-6%.
GDP overstated, higher private investment needed: Ruchir Sharma
"The private sector investment is still not picking up in India," Sharma noted, linking low sustainable inflation to "very high" level of investment.
PSBs consolidation not a meaningful reform: Ruchir Sharma
Sharma pointed out that India has not done privatisation of PSUs but the PSUs have gradually lost their value.
No expectation of major reforms from government: Ruchir Sharma
If you look at pattern of other countries, typically the best time to carry reforms happens to be in first year, especially first two years of a new government.
India's reform push stronger than others, but PM Modi could have done better: Ruchir Sharma
Sharma says the scope of reforms taken by Modi govt is underwhelming, but at least there is incremental reform compared to many other countries.
Reforms undertaken during 2012 good sign: Ruchir Sharma
Generally, when the growth goes up, we see corruption going down. That has however not happened with India, says Ruchir Sharma.
There’s no reason India shouldn’t be the fastest-growing economy: Ruchir Sharma
Ruchir Sharma, head of emerging markets equity at Morgan Stanley, explains how the India story is not over, why a 'commonwealth of states' works for us.
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