Part 1: Review of 2024/2025 Forecasts Ruchir Sharma achieved an 80% accuracy rate (8/10) on his previous predictions.

• American Dominance Reversal: International markets outperformed the US by 2x as predicted [00:02:42].
• Emerging Market "Stars": 76% of emerging markets outperformed the US in per capita growth…

Overview of the Economic Crossroads The Indian economy is at a puzzling juncture as it approaches Budget 2026. Historically, low inflation was seen as universally positive, but the current record-low inflation is hurting government revenues and corporate top lines. This shift has brought a newfound focus on Nominal GDP and Debt-to-GDP dynamics over traditional real GDP and fiscal deficit metrics.…

Featuring Ian Bremmer, Cliff Cupchin, and Gerald Butts discussing the Eurasia Group's Top Risks for 2026. The report frames 2026 as a "tipping point" where the U.S. shifts from being a global shock absorber to a primary generator of political risk.

1. Top Risk: U.S. Political Revolution

The foremost risk is a fundamental transformation of the U.S. political system under President Trump, moving beyond…