鲁奇尔·夏尔马
很少有作者能够同时具备广阔的视角与丰富的国别知识,所以无法就中国、印度、巴西、墨西哥、土耳其等国的发展写出一部权威著作,但夏尔马做到了。
他是美国摩根士丹利公司新兴市场股票业务负责人,长期投资全球40多个中低收入国家,积累了大量一线检验自己投资实践的想法,并以独特的视角着眼于公司及行业发展、各国宏观经济。他还长期担任美国《新闻周刊》、《华尔街日报》专栏作家,定期跟踪全球经济发展趋势。
发表于2025-01-29
Breakout Nations 2025 pdf epub mobi 电子书
过去几年间,全球经济最热门的话题无疑是被人们称为“崛起国家”,其见证了许多发展中国家的经济逐步超越了同等的发达国家。推动这一现象的主要源头,是四个主要的新兴市场国家,被人们成为“金砖四国”:巴西,俄罗斯,印度和中国。世界目睹了千年难遇的全球中心转移,伴随着...
评分探寻国家兴衰的奥秘一直是学术界的一个热门话题,正如诺贝尔经济学奖得主罗伯特•卢卡斯(Robert Lucas)所言,这一问题是如此有趣,以致于人们一旦开始思考这一问题,便很难再去想其他问题了。经过30多年的改革开放和经济发展,中国已经取得了举世瞩目的成就,如基本解决了...
评分《一炮走红的国家》作者、摩根士丹利新兴市场股票业务主管鲁奇尔·夏尔马近日来华与中国读者见面表示,未来新兴市场经济增长将出现分化,包括巴西、俄罗斯、印度、中国和南非在内的“金砖五国”将出现增长放缓甚至停滞,而菲律宾、泰国、印度尼西亚等东南亚国家将引领新兴市场...
评分相信每一个与陕西人有过半小时以上言语交流的外省人都会有一种共识:陕西人骨子里有一种莫名其妙的骄傲。我们陕西历史悠久……,我们陕西物产丰富……,我们陕西人杰地灵……,我们陕西…… 尽管像我这样在西安工作的外省人——祖籍河北唐山(洋务运动工业重镇),生在太原长...
评分几年之前,新兴国家曾经是国际舞台上最炙手可热的经济明星。若是有人“胆敢”发出唱衰之音,毋庸反驳,动辄超过5%的GDP增长就已胜过万语千言。2007年,新兴经济体的增长神话达到了如日中天的顶峰,那一年,150个经济体中只有3个出现萎缩。由于确信新兴国家已经找到永葆增长的源...
图书标签: 经济学 经济 金融 商业与社会 投资 中国 夏尔马 印度
To identify the economic stars of the future we should abandon the habit of extrapolating from the recent past and lumping wildly diverse countries together. We need to remember that sustained economic success is a rare phenomenon. As an era of easy money and easy growth comes to a close, China in particular will cool down. Other major players including Brazil, Russia, and India face their own daunting challenges and inflated expectations. The new "breakout nations" will probably spring from the margins, even from the shadows. Ruchir Sharma, one of the world s largest investors in emerging markets for Morgan Stanley, here identifies which are most likely to leap ahead and why. After two decades spent traveling the globe tracking the progress of developing countries, Sharma has produced a book full of surprises: why the overpriced cocktails in Rio are a sign of revival in Detroit; how the threat of the "population bomb" came to be seen as a competitive advantage; how an industrial revolution in Asia is redefining what manufacturing can do for a modern economy; and how the coming shakeout in the big emerging markets could shift the spotlight back to the West, especially American technology and German manufacturing. What emerges is a clear picture of the shifting balance of global economic power and how it plays out for emerging nations and for the West. In a captivating exploration studded with vignettes, Sharma reveals his rules on how to spot economic success stories. Breakout Nations is a rollicking education for anyone looking to understand where the future will happen.
contradictory arguments. OK evidence.
评分我深切觉得这本书和我的研究报告是同一种风格的,作为资本市场中训练出来的分析师,擅长的是如何抓住某种现象的特质,并用令人印象深刻的方式概括和描述。硬伤则是缺乏耐心和来发展和建立出简洁而深刻的理论框架。
评分It's no more reasonable to see every emerging market as BRICS, and spend money in commodity-rich countries crazily, like investors did in the past two decades. All countries can be a breakout nation, as long as they get the basic principles right. When there's no tailwind, everyone has to row.
评分值得重读..
评分挺务实的分析。反而不象其他惊世骇俗的言论容易引发关注吧。
Breakout Nations 2025 pdf epub mobi 电子书