Ruchir Sharma is the chief global strategist and head of emerging markets for Morgan Stanley Investment Management, and author of a New York Times bestseller, The Rise and Fall of Nations. Based in New York, Sharma has been a global investor for more than 20 years, and a writer for even longer. He discusses why global growth rates are lower than expected and tries to find some semblance of optimism amid the global volatility.
In the first part of this two-part interview, he discussed the roots of the slowdown in global growth, the challenges facing China and held India out as a...