JP Morgan’s James Sullivan: India’s Equities Poised For Upside Amid Lowered Expectations | ET Now #ETNOW
JP Morgan’s James Sullivan: India’s Equities Poised For Upside Amid Lowered Expectations | ET Now
James Sullivan from JP Morgan highlights India’s equity market as attractively positioned due to lowered earnings expectations and underperformance versus Asia. Amid US tariff risks (adjusted to 34%), domestic drivers like 7.8% GDP growth, strong monsoon, and GST cuts boost rural consumption. Overweights: consumer staples, discretionary, financials. FII outflows bottomed; asymmetry favors upside.
#indiamarkets #jpmorganindia #equityoutlook #tariffimpact #ruraldemand #fiiflows #gdpgrowth #consumerstaples #asiarotation #investmentthematics #etnow
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