Is the US Stock Market Too Big?
With China and India having grown so fast as to compensate for the underperformance of their fellow BRICS (Brazil, Russia, and South Africa), the center of gravity in the global economy continues to shift eastward. The question now is whether—and when—equity …
Intelligence Engine
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Economics
Jun 10, 2026
Jim O'Neill
With China and India having grown so fast as to compensate for the underperformance of their fellow BRICS (Brazil, Russia, and South Africa), the center of gravity in the global economy continues to shift eastward. The question now is whether—and when—equity valuations will reflect this underlying reality.
LONDON—Last month, Gemma Cheng’er Deng of King’s College London and I launched BRICS+ Thinking, a not-for-profit policy platform aimed at exploring collective solutions to the world’s biggest challenges in this age of “us versus them.”
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