
The Geopolitics of Business Breakout Nations: Ruchir Sharma
Nov 30, 2023
Ruchir Sharma is a seasoned writer and investor with deep expertise in emerging markets, currently heading Rockefeller Capital Management's international business. He shares invaluable insights on identifying ripe investment opportunities in developing countries. The discussion delves into the US-China rivalry's risks and its impact on global supply chains, highlighting shifts toward India and Mexico. Sharma also touches on the evolving dynamics of Africa's commodity markets and the rising importance of middle powers in global finance, underscoring geopolitical influences on economic strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Navigating Emerging Markets: Insights from Experience
03:26 • 5min
Rethinking Global Supply Chains
08:17 • 9min
Geopolitical Opportunities and Commodity Market Dynamics in Africa
17:31 • 3min
Adapting Investment Strategies in a Changing Global Landscape
20:15 • 2min
Middle Powers and Global Finance
22:29 • 11min

