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JAMES SULLIVAN JPMORGAN
James Sullivan on India: Domestic demand and lower valuations make equities attractiveIndia’s equities look attractive as domestic demand, lower earnings expectations, and resilient services support growth, says James Sulliva...- Why is the world so bullish on India's economy?India's growth story is gaining global attention, with JPMorgan CEO Jamie Dimon predicting it could become a $7-trillion economy by the dec...
- Asian stocks mixed as traders await China dataAsian stocks had mixed results as traders awaited the release of China's trade data, signalling if the country is on its way towards econom...
- Sensex down 5,500 points in one month: JPMorgan’s top analyst decodes the sell-off and opportunitiesWhen asked if foreign investors are not investing so much in China and Russia, then should not India become a hot destination, James Sulliv...
- Significant turnaround in rural demand and rural consumption in India seen, says JPMorgan’s James Sullivan“In India we have seen a slowdown in economic growth. We have seen rising oil take its toll on current account conversations for the broade...
- Fed policy about-face gives JPMorgan India comfortDomestic earnings revival and light investor positioning towards Indian shares are also playing their part.
- India will continue to outperform if earnings grow 15%: James Sullivan, JPMorganThe confluence of fiscal and monetary policy stimulus is extremely good for EM outperformance over the next couple of years.
- Falling dollar may spoil investment bankers’ partyInvestment bankers in Europe may lose a chunk of this year’s record bonuses because the dollar’s drop against European currencies will erod...
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