The Economic Times

US-India trade deal boosts exporters' confidence, but largecap focus remains key: JPMorgans Sanjay Mookim

The IndiaUS trade deal has restored market confidence, improving exporter sentiment through tariff clarity and a more competitive rupee, says JPMorgans Sanjay Mookim. While the policy shift boosts manufacturing prospects, he cautions that earnings upgrades wont be automatic and maintains that large-caps remain a safer strategic bet than small-cap exporters.