Breakout Nations: Ruchir Sharma

Breakout Nations: Ruchir Sharma

Author: SG& Capital Partners November 30, 2023 Duration: 33:26

Writer and investor Ruchir Sharma speaks with host Sam Gymiah about his decades of experiences assessing emerging markets and shares tips on how to best understand when a developing country may be ripe for investment. The two also discuss the new risks involved in emerging markets as a result of the US/China strategic rivalry. Sharma is the head of Rockefeller Capital Management's international business, a columnist for the Financial Times, and author of numerous books including, "Breakout Nations: In Pursuit of the Next Economic Miracles."


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The Geopolitics of Business is a show by Sam Gyimah, produced by FP Studios. Views and opinions expressed on the podcast do not necessarily represent the views of Foreign Policy, its affiliates, or any institution Sam Gyimah is associated with. Investment carries risk. We recommend individual investors consult with an independent financial advisor before making any investment.  

For listener questions or business inquiries please email info@thegeopoliticsofbusiness.com. You can find a summary of the key points in this episode in the Geopolitics of Business Newsletter.


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The Geopolitics of Business moves beyond the headlines to examine how power, policy, and capital intersect in real time. Host Sam Gyimah brings a rare perspective to these conversations, shaped by his own journey from Wall Street finance and entrepreneurship to serving as a British Government Minister, and now leading the advisory and investment firm SG& Capital Partners. This background allows for unusually direct dialogue. Each episode features the individuals-global investors, sitting CEOs, and policymakers-who are directly navigating the consequences of major political decisions, from trade wars and sanctions to energy transitions and regulatory shifts. The discussions are frank and grounded in practical reality, focusing on the tangible impacts these forces have on strategy, risk, and opportunity. It’s a necessary listen for anyone who understands that today’s investment thesis or business plan is incomplete without a clear reading of the geopolitical landscape. This podcast doesn’t just analyze the news; it delves into the intentions and calculations behind it, offering a crucial layer of insight for decision-makers. You’ll hear firsthand accounts and strategic forecasts that connect the dots between the stateroom and the boardroom, providing a substantive look at the forces reshaping markets and industries.
Author: Language: English Episodes: 24

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