Westbourne Research Services' Whelan on the Markets

The video discusses the unexpected rise in US housing starts and the broader economic trends, including declining real wages and retail sales. It examines the Federal Reserve's challenges in managing interest rates amidst inflation and financial risks. The video also explores investment strategies in Asia, highlighting India's stronger economic fundamentals compared to China. Finally, it delves into thematic investment opportunities in India, focusing on banks, property, and high-tech sectors.

What factors are contributing to the decline in real wages in the US?

How is the Federal Reserve's interest rate policy influenced by the current economic situation?

In what ways has the Modi government influenced India's economic position since 2016?

What are the implications of the geopolitical tensions between the US and China for India's economy?

What sectors are currently considered promising for investment in India?