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

Trade War Winner & Losers - Where To Invest?

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.

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>Hold onto Vietnam positions - the economy has held up and the country will negotiate a trade deal with the US. It has no choice but to buckle. </li>
<li>Vietnam's trade deficit with the US is the fourth largest and the US accounts for 30% of exports.  Trump will force it to lower tariff rates, tighten rules of origin. </li>
<li>But Vietnamese companies aren’t re-locating to the US, there are no critical industries for Trump to target and the US cannot wean itself of Vietnam’s cheap low value-added consumer goods.</li>
</ul>


Hold onto Vietnam positions - the economy has held up and the country will negotiate a trade deal with the US. It has no choice but to buckle. 
Vietnam's trade deficit with the US is the fourth largest and the US accounts for 30% of exports.  Trump will force it to lower tariff rates, tighten rules of origin. 
But Vietnamese companies aren’t re-locating to the US, there are no critical industries for Trump to target and the US cannot wean itself of Vietnam’s cheap low value-added consumer goods.


Vietnam Enterprise Investments (VIETENI KY)

Vietnam - Hold Don't Sell Down