Speaker: Sharmila Whelan, Deputy Chief Economist
We are delighted to announce a virtual Halkin event with Sharmila Whelan, deputy chief economist at Aletheia Capital, next Tuesday, 28 April 2020, at 12 noon. This will be a Zoom call. Sharmila will address the post-Covid19 outlooks for China and India.
The Covid-19 pandemic is unprecedented. While the outbreak continues and the economic costs mount it is hard for investors to focus on much else. But this crisis, like all others, will pass. Undoubtedly the pandemic will change the world, in ways that we can barely fathom right now. What is clear though is that there will greater focus on fundamentals and country’s long-term strategies – geopolitical, political and economic. In this Halkin session we take pause to discuss the long game Xi is playing in China, and Modi in India. Understanding this is critical. Sharmila will consider how both countries are dealing with Covid-19 and the likely economic fallout, before broadening the discussion to the rest of Asia. Sharmila Whelan is Deputy Chief Economist of Aletheia Capital, Asia’s largest independent research house whose clients include the top 100 global buyside funds.
Previously (2010-2011) Ms Whelan was a Director and Senior Economist at Bank of America Merrill Lynch, Hong Kong. Between 2005-2010, she was Senior Economist for CLSA Ltd, Hong Kong, Asia’s biggest and oldest brokerage house, and was ranked as a top economist by Euro-money and Asia Money in India, Taiwan, Japan, Korea and Philippines. From 2000-2005 Ms Whelan was Regional Asia Economist for BP Plc, the oil super major, advising senior regional management and the board in London on country risk issues in Asia and emerging markets. Prior to that, between 1996-2000 Ms Whelan worked as an International Economist for Lombard Street Research, a London based independent research. Ms Whelan represented BP at meetings with OPEC, the International Energy Agency (IEA) and China”s National Development and Reform Commission (NDRC). She has advised the British High Commission and US military (DoD and State Department) at the highest levels. Ms Whelan comments frequently on Asian economies and financial markets in various mainstream media such as BBC World News, Bloomberg, CNBC, the Economist and NDTV.