Ruchir Sharma

Аналитик инвестиционного подразделения Morgan Stanley решил поделиться своими соображениями о причинах экономического и социального успеха или прозябания стран на основании своего обширного опыта: «Эта книга о том, как, пропуская мимо ушей посторонние звуки и назойливую шумиху, уловить четкие признаки грядущего подъема и падения государств». Шарме удалась на редкость интересная и небанальная работа. Взять хотя бы его деление миллиардеров на «хороших» и «плохих». В Москве проживает самое большое количество в мире именно последних. России вообще уделено немало места, и кое-что даже предсказано (например, пенсионная реформа). Экономические решения правительств, часто скрывающиеся за малопонятными формулировками и аббревиатурами, в книге начинают «говорить», когда их результаты, во-первых, рассмотрены в долгосрочной перспективе, а во-вторых, показаны на конкретных примерах, например, индийском «индексе лука». В далеко идущие прогнозы Шарма не верит, но считает, что «Cледующая глобальная рецессия, похоже, будет «сделана в Китае».… (altro)

Mr. Sharma is obviously a supply-sider with neoliberal tendencies whose bias shines through more strenuously in the first half of the book. There is some interesting information in the latter half that has value so the read isn't a total loss. It would be interesting to have current data to see if his forecasts are playing out.

It's a lot of subject area with limited points of view. I would recommend books dedicated to a particular subject, for instance Jared Diamond's "Collapse", Naomi Kline's "No Logo", David Harvey's "Seventeen Contradictions of Capitalism...", Mehrsa Baradaran's "How the Other Half Banks" for a more in-depth look at 'why past societies collapsed', 'corporate de-investment in America', 'an alternate view of capitalism', 'alternatives to banking in the U.S.', and other topics that seemed to get only a one-sided perspective in this book.… (altro)

Ruchir Sharma – Head of Emerging Markets at Morgan Stanley gives a very comprehensive analysis of the worlds leading economies and factors affecting the GDP from raising inequality to immigration , currency devaluation to effect on aging populations in US and EU etc , which I thought radiates rationality and his deductive skills .

One of the key points regarding how slow the revival has been after 2008 ; with staggering rise of
inequality of income in the US primarily due to lack of manufacturing jobs which was the backbone for many decades and with automation now poised to penetrate multiple sectors other than the assembly line industries , pose a serious threat to a nation’s GDP and further antagonize the already burdened middle class ; India on the other hand does not have the luxury of time which enabled China to mobilize it vast population to under cut wages for three decades and rise as a superpower ; Current right wing govt is already faltering on the employment , inflation and favoritism to certain industrial dynasties is quite evident , with increasing turmoil along religious fault lines can derail India’s prospects .

Sharma ( and Doug Rushkoff too ) also made a very crucial distinguishing point regarding the difference between yester-year billionaires and today’s current technocrats – WalMart , Stat Oil etc may have rose to prominence by predatory business tactics but their industries did provide mass employment to many a generation of Americans ; which is quite contradictory to the current top four . SnapChat & PokemonGo billionaires exemplifies this point where human productivity as a whole has stagnated yet few individuals has been able create vast amounts of wealth and further exacerbates the income inequality .

Overall I found it very informative , analytical and backed by factual evidence which epitomizes the author’s three decades of experience .… (altro)