The India–US trade deal has restored market confidence, improving exporter sentiment through tariff clarity and a more competitive rupee, says JPMorgan’s Sanjay Mookim. While the policy shift boosts manufacturing prospects, he cautions that earnings upgrades won’t be automatic and maintains that large-caps remain a safer strategic bet than small-cap exporters.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets