JPMorgan India Conference: ‘India Trading At Discount To Global S&P Valuations’ | Sanjay Mookim #ETNOW
JPMorgan India Conference: ‘India Trading At Discount To Global S&P Valuations’ | Sanjay Mookim
At JPMorgan’s 10th Annual India Conference in Mumbai, Sanjay Mookim highlights strong delegate turnout (1,300+, 30% YoY growth) amid flat markets. Earnings cuts right-sized expectations; valuations now 10% discount to S&P. GST 2.0 to boost consumption in autos, discretionary; financials, real estate favored. Nifty target: 26,500 in 6-12 months, despite H-1B visa fee pressures on IT.
#jpmindiaconference #gst2.0 #nifty26500 #indiamarkets #h1bvisahike #consumptionboost #financialsrally #atmanirbharbharat #equityoutlook #navratrimarkets #etnow
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