NEW YORK (TheStreet) -- While the macro environment is becoming harder and harder to navigate, Customers Bancorp's (CUBI) CEO Jay Sidhu is telling TheStreet's Jill Malandrino what he thinks and how his business is positioning itself.

Customers just made a $51 billion investment in New Delhi. Although the deal is mostly in warrants, it doesn't detract from the fact that Sidhu sees great opportunities in India.

He says the country has now replaced Japan in terms of economic size, while still trailing the United States and China, the top two economies.

Although still considered an emerging market along with China, the India's weakness should only be short term. Because of the Federal Reserve's tapering plan, the dollar has strengthened, driving high outflows from most emerging markets.

As a result, Sidhu sees this as an opportunity to invest there, saying the downside protection via the warrants has created a "win-win scenario for shareholders."

He adds that the U.S. and the Fed need to find long-term solutions for long-term problems and short-term solutions for short-term problems.

He indicated that might be easier said than done, as the market's knee-jerk reaction to tapering has caused interest rates to spike, which will likely hurt the housing market that's been carrying this market recovery.

In all, slower growth will likely result from tapering, he said, but he also acknowledged that the Fed can't provide stimulus forever. As it stands, he observed, it's a Catch 22 scenario.

He sees America as eventually having robust GDP growth of 3% to 4% annually and becoming energy independent. Because of this, he concluded, "We will begin investing heavily in emerging markets in the future."

-- Written by Bret Kenwell in Petoskey, Mich.

Bret Kenwell currently writes, blogs and also contributes to Robert Weinstein's Weekly Options Newsletter. Focuses on short-to-intermediate-term trading opportunities that can be exposed via options. He prefers to use debit trades on momentum setups and credit trades on support/resistance setups. He also focuses on building long-term wealth by searching for consistent, quality dividend paying companies and long-term growth companies. He considers himself the surfer, not the wave, in relation to the market and himself. He has no allegiance to either the bull side or the bear side.

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