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INSIGHT PROVIDER
Rising
Sharmila Whelan
Global Macro Strategist
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Westbourne Research Services
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Location:
United Kingdom
Joined:
10 October 2024
11
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Multi-Asset
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Cross Asset Strategy
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Macroeconomics
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bullish
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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...
Sharmila Whelan
267 Views
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bearish
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Cross Asset Strategy
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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...
Sharmila Whelan
226 Views
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bearish
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Cross Asset Strategy
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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...
Sharmila Whelan
260 Views
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bearish
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Cross Asset Strategy
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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...
Sharmila Whelan
220 Views
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bullish
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Cross Asset Strategy
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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...
Sharmila Whelan
310 Views
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