Sanjay Mookim

We continue to remain overweight on financial stocks: Sanjay Mookim

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We continue to remain overweight on financial stocks: Sanjay Mookim

“With the China market flattening out and even actually falling, there was a shift in investor attention from North Asia to India. So, this confluence, low valuation, improving macro, better relative position has created that momentum in the market,” says Sanjay Mookim, JPMorgan.How would you start with the current market setup if you have to … Read more

Indian equity indices may see close to zero returns through 2022 in base case: Sanjay Mookim

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Indian equity indices may see close to zero returns through 2022 in base case: Sanjay Mookim

Multi-year high oil prices could hurt India’s private consumption, government expenditure and corporate margins, said Sanjay Mookim, India strategist and head of equity research at JP Morgan India. In an interview, Mookim said his base case is for close to zero returns from headline Indian equity indices through 2022, with the growth in earnings likely … Read more