Westbourne's Whelan Sees No Soft Landing for US

The video discusses the current economic landscape, focusing on Fed expectations, market opportunities, and investment strategies. It highlights the challenges faced by the Fed due to inflation and the banking sector's turmoil. The discussion also covers investment themes in developed and emerging markets, with a particular focus on China and India. The video concludes with an analysis of India's economic strategy, emphasizing its strong fundamentals compared to China.

How might the Federal Reserve's decision-making be influenced by the banking crisis?

In what ways is India positioned more favorably compared to China from an economic perspective?

What role does the banking sector play in the current economic landscape?