Wharton Business Radio

Behind the Markets: June 14, 2019

Hosts Jeremy Siegel and Jeremy Schwartz are joined by Andy Rothman (Investment Strategist, Matthews Asia) and Ruchir Sharma (Head of Emerging Markets and Global Macro, Morgan Stanley Investment Management) on the Friday, June 14, 2019 edition of Behind the Markets.

Air Date: Friday, June 14, 2019 on SiriusXM 132

Andy Rothman

Air Time: 1:00 pm
Featuring: Andy Rothman

Ruchir Sharma

Air Time: 1:30 pm
Featuring: Ruchir Sharma

Featured Guests

Andy Rothman

Investment Strategist, Matthews Asia

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Andy Rothman is an Investment Strategist at Matthews Asia. He is principally responsible for developing research focused on China’s ongoing economic and political developments while also complementing the broader investment team with in-depth analysis on Asia. In addition, Andy plays a key role in communicating to clients and the media the firm’s perspectives and latest insights into China and the greater Asia region. Prior to joining Matthews Asia in 2014, Andy spent 14 years as CLSA’s China macroeconomic strategist where he conducted analysis into China and delivered his insights to their clients. Previously, Andy spent 17 years in the U.S. Foreign Service, with a diplomatic career focused on China, including as head of the macroeconomics and domestic policy office of the U.S. embassy in Beijing. In total, Andy has lived and worked in China for more than 20 years. He earned an M.A. in public administration from the Lyndon B. Johnson School of Public Affairs and a B.A. from Colgate University. He is a proficient Mandarin speaker.
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Ruchir Sharma

Head of Emerging Markets and Global Macro, Morgan Stanley Investment Management

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Ruchir Sharma is head of Emerging Markets and Global Macro at Morgan Stanley Investment Management.

With more than $20 billion of assets under management in emerging markets, Ruchir is one of the world’s largest investors. He typically spends one week every month in a different emerging market where he meets leading politicians, top CEOs and other local characters. He has been with the firm for 19 years and is a currently a member of the Executive Committee of the Investment Management division.

Ruchir has been a writer for even longer than he has been an investor. He started writing at the age of 17 for India’s largest economic daily, The Economic Times and is now a frequent contributor to the op-ed pages ofThe Wall Street Journal, The Financial Times and The Times of India. His essays have also appeared inForeign Affairs, Time, The New York Times, Foreign Policy, Forbes and Bloomberg View. For much of the last decade he had been a contributing editor with Newsweek, where he wrote columns and cover stories.

Ruchir may be most well-known for his 2012 book, Breakout Nations: In Pursuit of the Next Economic Miracles. Breakout Nations debuted as the number one bestseller in India, and earned Sharma the Tata Literature Live! First Book Award for 2012. Breakout Nations also made the Wall Street Journal hardcover business bestseller list, and was chosen by Foreign Policy as one of its “21 Books to Read in 2012”. Ruchir’s next book, The Rise and Fall of Nations: Forces of Change in the Post-Crisis World will be released in June 2016.

In October 2015, Bloomberg Markets magazine named Ruchir one of the “50 Most Influential” people in the world, alongside names like Barack Obama, Janet Yellen and Warren Buffet. In 2012, Sharma was selected as one of the top global thinkers by Foreign Policy magazine and in June 2013, India’s premier weekly magazine Outlook named Ruchir as one of The World’s 25 Smartest Indians. The World Economic Forum in Davos selected Ruchir as one of the world’s “Top Young Leaders” in 2007.

Ruchir is especially passionate about politics and has formed an informal group of senior Indian editors with whom he travels extensively before every major state or national election; usually logging in over 1,000 miles over 4-5 days, meeting with the nation’s top leaders and getting a first-hand feel of local politics. Ruchir arranged the first trip with three journalist friends in 1998 and has since nurtured it into a much sought-after ritual with 20 regular fellow travelers. Recently the group, occasionally referred to as ‘the limousine liberals’ in the local media, toured one of India’s largest states, Bihar for the state election in October 2015. To date, Ruchir has made around two dozen such trips into the country’s heartland.

Ruchir’s other interests include athletics and a serious commitment to running. Despite his extensive travels, he tries not to miss a single day of training no matter where he is in the world. He regularly trains with his former Olympics coach and competes in sprinting events. In 2011, he represented India in the World Masters Athletic championship in Sacramento. Ruchir also has a keen interest in wildlife and in international cinema and makes it a point to attend major film festivals anytime he can find a moment from his investing, writing and running.
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