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Sharmila Whelan

Sharmila Whelan
Global Macro Strategist
Westbourne Research Services

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Multi-Asset Cross Asset Strategy Macroeconomics
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31 Jan 2025 00:30

Our Business Cycle Framework To Investing

​Investment strategy based on business cycle analysis across 11 economies yields profitable results. 69.8% of our 43 global recommendation made in...

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30 Jan 2025 00:30

China's Risk Aversion Hurdle

​Concerns over Chinese economy's bottoming out and risk aversion among companies and households outweigh worries about Trump's trade war. Stay...

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23 Jan 2025 00:30

Reasons To Underweight China

We maintain an underweight on Chinese equities and are sellers of the currency. The economy is yet to bottom while risk aversion among corporates...

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21 Jan 2025 00:30

Korea - Move to Underweight

​Korean equities and the won are underweight due to deteriorating corporate profit cycle and weakening business indicators, despite no recession...

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16 Jan 2025 00:30

Headwinds, Tailwinds in 2025

Understanding headwinds, tailwinds key to investing in 2025. Overweight US dollar, underweight European, Malaysian, Korean and Indonesian sovereign...

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