Ruchir Sharma

Ruchir Sharma of Breakout Capital said the AI bubble will burst if the 10-year Treasury yield moves above 5%, warning that higher rates could trigger a selloff in AI-related assets.…

China's AI prowess is concealing deep rot elsewhere in its economy, according to Ruchir Sharma at the Financial Times, as China's share of global GDP slipped from 18% to 16.5% since its growth peaked …