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>The clocking is ticking for both Trump and Xi. We have reached half time. The de-escalation phase has started</li>
<li>Trump has underestimated China and overestimated the leverage of America’s US$300bn trade deficit with the country. China is now less dependent on the U.S. market than it was in 2016. </li>
<li>If China is playing hard ball its to gain leverage. A spike in US consumer inflation and/or a sharp slowdown in US domestic demand is the leverage it needs.</li>
</ul>


The clocking is ticking for both Trump and Xi. We have reached half time. The de-escalation phase has started
Trump has underestimated China and overestimated the leverage of America’s US$300bn trade deficit with the country. China is now less dependent on the U.S. market than it was in 2016. 
If China is playing hard ball its to gain leverage. A spike in US consumer inflation and/or a sharp slowdown in US domestic demand is the leverage it needs.


US-China Deal In Sight - O/W US Equities