JP Morgan’s Rajiv Batra on FIIs, PSU Banks, India Growth Cycle & 2025 Market Outlook | ET Now
Автор: ET Now
Загружено: 2025-12-03
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JP Morgan’s Rajiv Batra on FIIs, PSU Banks, India Growth Cycle & 2025 Market Outlook | ET Now
A power-packed conversation with Rajiv Batra, Head of India, ASEAN & APAC Equity Strategy at JP Morgan. He breaks down why PSU banks remain a tactical buy, what’s driving FII outflows, when flows could reverse, and how India’s growth cycle and earnings outlook are shaping up for FY25–27. Insightful views on valuations, midcap sustainability, policy tailwinds, loan growth, nominal GDP triggers, and more. A must-watch for serious market investors.
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