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SANJAY MOOKIM
US-India trade deal boosts exporters' confidence, but largecap focus remains key: JPMorgan’s Sanjay MookimThe India–US trade deal has restored market confidence, improving exporter sentiment through tariff clarity and a more competitive rupee, s...03 Feb, 2026, 05.37 PM IST- India equities well-positioned, but returns to moderate; Nifty target at 26,500: Sanjay MookimJPMorgan’s Sanjay Mookim expects India’s equity market to deliver moderate but steady returns, with Nifty seen at 26,500 in FY26. He favour...22 Sep, 2025, 08.25 PM IST
- India’s growth story Intact: JPMorgan’s Sanjay Mookim sees valuation edge, consumption boostJPMorgan’s Sanjay Mookim highlighted India’s long-term growth potential despite muted equity returns, citing attractive valuations, GST 2.0...22 Sep, 2025, 08.16 PM IST
- Why India’s financial sector remains a long-term bet? Sanjay Mookim answersSo, the momentum in PV sales has been missing because of the absence of the first-time buyer. So, there is also a specific issue in the ind...16 Oct, 2024, 12.02 PM IST
- Sanjay Mookim on how to navigate expensive markets with a strategic approachWe cannot predict, at least, let us say, in India, why flows will slow down if at all and that is why people do feel the pressure to contin...16 Oct, 2024, 11.30 AM IST
- Long term investors should consider corrections in valuations as opportunities: Sanjay MookimSo to characterize all of this, the hole that was created in the Indian economy due to the lockdowns in the past has now largely been fille...22 Jun, 2023, 11.18 AM IST
- Indian equity indices may see close to zero returns through 2022 in base case: Sanjay MookimIn an interview, Mookim said his base case is for close to zero returns from headline Indian equity indices through 2022, with the growth i...11 Mar, 2022, 07.00 AM IST
- Earnings disappointment a risk for market; Nifty may end at 15,500 by year end: JPMorgan“Valuations in India are looking extended,” Mookim said in a video interview. “There is an expectation or belief that reopening equals grow...13 Jul, 2021, 12.18 PM IST
- BofA’s Mookim to join JP MorganA source said Mookim is likely to join JP Morgan in July.06 May, 2020, 08.59 AM IST
- Corporate tax cut can’t revive near-term consumer sentiment: Sanjay Mookim, BofMLThe India equity strategist is positive on financials, industrials, cement companies among sectors.29 Oct, 2019, 10.20 AM IST
- From 2000 till now, India has seen earnings upgrade only in 2009: Sanjay Mookim, BofAMLIndia commands premium on expectations of growth, not actual growth but the potential exists.23 Apr, 2019, 08.13 AM IST
- Dec 2019 target for Nifty is 11,300: BofAMLSanjay Mookim, India equity strategist at BofA-ML said Indian markets will see a tough year again.09 Jan, 2019, 11.23 AM IST
- BofAML sees double-digit fall in Indian stocks in first half of 2019The global brokerage sees little reason to be bullish on the domestic stock market.08 Jan, 2019, 07.46 PM IST
- Sensex target for December is 26,000 which means a 10% downside: Sanjay Mookim, BofAMLOur macro is good enough and in two- to three-year period, that has the potential to create a decoupled performance on earnings.17 Sep, 2016, 04.03 PM IST
- Yield-chasing FII money to keep Indian equity on a high if rupee stays steady: Sanjay MookimMarkets have taken the view that Brexit is not an imminent threat, said Mookim. The impact may not be as bad as people had expected initial...22 Jul, 2016, 04.27 PM IST
- People believe in India story in long-term: Sanjay Mookim, BofA-MLWe believe in rural investment theme, which is cement and urban consumption which is autos, consumer discretionaries13 May, 2016, 01.04 PM IST
- We are excited about long-term potential returns: Sanjay Mookim, BofA Merrill Lynch"Q3 trends across several sectors and sub-sectors indicate that the consumer remains resilient"24 Feb, 2016, 01.16 PM IST
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