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

Fair for Managers Who Are Protected by Cross-Shareholding and Get Inflated Payout Due to Weak Yen?

Even in Japan, Significant Growth Potential for Seven Eleven and Other CVS

Seven & I Holdings (3382 JP): Evaluating the Potential MBO

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

<ul>
<li>Overweight, Japanese equities and private equity. Underweight JGBs and hedge against yen weakness</li>
<li>Japanese business cycle indicators remain broadly positive, underpinning continued economic recovery and corporate earnings growth.</li>
<li>Mortgage are rising, a positive for construction &amp; consumption. However, spending is moderating despite strong nominal wage growth. Consumption rather than exports is the biggest uncertainty to the outlook.</li>
</ul>


Overweight, Japanese equities and private equity. Underweight JGBs and hedge against yen weakness
Japanese business cycle indicators remain broadly positive, underpinning continued economic recovery and corporate earnings growth.
Mortgage are rising, a positive for construction &amp; consumption. However, spending is moderating despite strong nominal wage growth. Consumption rather than exports is the biggest uncertainty to the outlook.


Japan: Where to Next?