Is the West in decline and where are the new markets of the future? Ruchir Sharma looks at the imminent entry of two big Muslim democracies into the select club of trillion-dollar economies; the model economies of the EU that are success stories; and how an industrial revolution in Asia is redefining the limits of what manufacturing can do for a modern economy.
Ruchir Sharma is Head of the Global Emerging Markets Equity Team at Morgan Stanley Investment Management. He generally spends one week per month in a developing country somewhere in the world. He has been a writer for as long as he has been an investor – a contributing editor for Newsweek and a regular contributor to the Wall Street Journal and Economic Times. He is based in New York.
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