Global Macro Strategist, Westbourne Research Services

Sharmila Whelan

Sharmila Whelan is a seasoned Global Geopolitical-Macro Strategist with nearly three decades of experience advising buy-side clients on multi-asset investment strategies and asset allocations. Her career has been defined by her differentiated thinking, a deep understanding of the interlinkages between

Westbourne Research Services Global Macro Strategist, Sharmila Whelan
global geopolitics, macro and policy dynamics and Austrian business cycle approach to economic analysis. Sharmila has extensive experience in both developed and emerging markets, particularly in China and India, and a proven track record of accurately forecasting investment risks and opportunities ahead of consensus.

Global Macro Strategist

Macroeconomic, Geopolitical and Policy Forecasting

Westbourne Research Services

Westbourne Research is a global macroeconomic, geopolitical and policy forecasting and strategic advisory consultancy. Located in London, UK and serving clients globally. Our knowledge is deep, spanning all asset classes and key industrial sectors. Our perspective is global. Our presence is expansive, with 30 years analysing and working in developed and emerging markets. We are uniquely India and China specialists.

Macroeconomics

<ul>
<li>In Japan, disastrous showing of the LDP party in the Tokyo local elections, was its political Kamikaze. The true test will come with this month’s Upper House elections. </li>
<li>Voter frustration is mounting over the high cost of living. Real wages are contracting and retail sales volumes weakening.</li>
<li>The Bank of Japan has changed tack and Trading Post is following suit, now forecasting that the policy interest rate will stay on hold for the rest of 2025.</li>
</ul>


In Japan, disastrous showing of the LDP party in the Tokyo local elections, was its political Kamikaze. The true test will come with this month’s Upper House elections. 
Voter frustration is mounting over the high cost of living. Real wages are contracting and retail sales volumes weakening.
The Bank of Japan has changed tack and Trading Post is following suit, now forecasting that the policy interest rate will stay on hold for the rest of 2025.


Bank of Japan on Hold