India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma
Ruchir Sharma argues that India's growth is capped at ~6% due to premature welfare states, excessive regulation, and lack of economic freedom compared to the ruthless competition models of East Asia.summaryHe identifies AI as the primary driver of US market resilience but predicts the rest of the world will outperform US equities once the AI bubble fades, highlighting Europe and emerging markets as key opportunities.summary“The only reason for investing in the US today is AI. Otherwise, the rest of the world will do better than America.”quote














