ET World Leaders Forum: Nouriel Roubini answers critical questions facing India and the world

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The world is now a geopolitical recession if not depression, economist Nouriel Roubini said at the ET Global Event referring to the unfolding conflicts and US-China cold war which he said is becoming colder.

In reponse to a question by host Nilesh Shah of Kotak MF on the ‘mega’ threats that the world currency faces, Roubini first mentioned deglobalisation, derisking and an increasingly more fragmented world.

In this context, he mentioned the volatile Taiwan issue, South China Sea and the two big ongoing wars — Israel and Ukraine.

There has been hyperglobalisation, and now the world is seeing gradual protectionism, he said, underling the need for emphasis on economic security over economic efficiency in the allocation of resources.

Nilesh Shah and Roubini in a fireside chat at the ET WLF, Delhi

Demographic strengths big issue in economies, said the Professor Emeritus, Stern School of Business, adding that demographics trends are also essential in this context.Another coming problem is that pandemics will become more virulent and frequent, he added.To make growth inclusive is a challenge, Roubini observed, saying that there is a need to try and defend democratic capitalism.Noting that there currently is some amount of safety for global economies from geo-political tensions but not from slower growth, Roubini underlined that are not going in the right direction.

On the nearing US presidential elections, Roubini said he saw some risk of violence. He added on a cautionary note that inflation would be higher and growth would be lower if Trump won this time.



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