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Fact
Sheet February 2012
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the report
Jayesh Gandhi's interview with Bloomberg UTV
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Green'back': The Dollar is on a Comeback Trail by Ruchir Sharma
Following a decade of underperformance, the US currency appears to
be regaining ground against currencies of nations with large current account
deficits and high rates of inflation
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The Big Bulge: The Myth of Prosperity by Ruchir Sharma
No evidence supports the claim that rising inflation is a sign of growing prosperity. Most economic booms tend to be disinflationary in nature
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The Downside of Commodity.com by Ruchir Sharma
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the article
The third coming of emerging economies by Ruchir Sharma
The current emerging market cycle is beginning to look very
different from the previous phases. There are no global tailwinds to propel all markets forward
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The plot thickens with more evil in the cycle by Ruchir Sharma
A more volatile business cycle is now resurfacing after nearly three decades of moderate behaviour.
Economic cycles in emerging markets too are set to be more fickle
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