JP Morgan

Sajjid Chinoy Of JP Morgan Explains Why Weak Rupee Doesn't Mean Weak Economy

Dec 04, 2025, 02:16 PM IST

JP Morgan's Chief India Economist, Sajid Chinoy explains why the weakening rupee may not be the negative story many assume. He argues that a strong currency does not equal a strong economy, and historically, nations that achieved rapid growth did so by keeping their currencies competitive to boost exports. A weaker rupee helps Indian goods become cheaper globally, while making imports more expensive, supporting domestic manufacturers. With U.S. tariffs on Indian products at 34% vs 16% for ASEAN competitors, depreciation helps level the playing field. It also counters cheap Chinese imports, protecting Indian industries and job creation. Chinoy stresses that depreciation must be calibrated—not feared—and challenges the misconception that a record-low rupee signals economic weakness.

Meesho to launch Rs 5,421.20 crore IPO on December 03; check all key details

Nov 28, 2025, 08:35 AM IST

SoftBank-backed e-commerce platform Meesho is set to launch its IPO on Wednesday, 3 December, and closes on Friday, 5 December.

Good News For India? JP Morgan Predicts Sharp Fall In Crude Oil Prices By FY27 End!

Nov 26, 2025, 01:41 PM IST

JP Morgan report: AI investment surge backed by fundamentals, no bubble in sight

Nov 25, 2025, 09:42 PM IST

A new JP Morgan report asserts that the ongoing surge in artificial intelligence investment is underpinned by robust cash flows and accelerating adoption, indicating the absence of a speculative bubble in the sector.

Brent crude oil price at $30? Possible in 2027 as outlook worsens, says JPMorgan

Nov 25, 2025, 12:54 PM IST

Crude oil prices: JPMorgan said even as oil demand is set to expand by 0.9 million barrels per day (mbd) to 105.50 mbd in 2025, and by 1.2 mbd in 2027, global supply could still outpace consumption.

JPMorgan’s Jamie Dimon: New NY Mayor Zohran Mamdani Should Look At Detroit’s Resurgence

Nov 06, 2025, 01:35 PM IST

Jefferies to Citi: These 15 stocks are hot this November, check targets and CMPs

Nov 02, 2025, 09:29 AM IST

Many of these stocks are backed by strong earnings visibility and improving margins, with analysts projecting double-digit growth through FY26 and FY27.

India’s Growth In Focus After US Tariffs, H-1B Fee Hike | Economists Outline Way Ahead Before RBI

Sep 30, 2025, 05:11 PM IST

Ahead of the RBI policy announcement, India’s growth outlook is under scrutiny, following the US President’s earlier tariff move on Indian goods and the nearly 60-fold hike in H-1B visa processing fees. The tariff could push duties up to 50%, affecting exports, trade, and corporate planning, while higher H-1B costs may impact Indian professionals seeking opportunities in the US. Tanvee Gupta Jain, Chief India Economist at UBS; Dr. Sajjid Z. Chinoy, Managing Director and Chief India Economist at JP Morgan; and Dr. Samiran Chakraborty, Chief Economist, India at Citibank, discuss whether India should retaliate and the broader economic impact.

Trump Tariffs & Oil Penalty: What Next For India’s Economy? | India Today Conclave

Sep 26, 2025, 06:19 PM IST

At the India Today Conclave – Mumbai, the session “The 50% Penalty: What Now?” tackles the global tariff shock facing India. The discussion features three of India’s leading economists: Dr Sajjid Z. Chinoy, Managing Director & Chief India Economist, JP Morgan; Dr Samiran Chakraborty, Chief Economist, India, Citibank; and Tanvee Gupta Jain, Chief India Economist, UBS, in conversation with Siddharth Zarabi, Group Editor, Business Today. With the Trump administration’s new tariffs and penalties on oil imports from Russia, India’s economy faces a critical test. The panel examines whether GST restructuring can cushion the blow, how Indian manufacturing can be revived, and whether festive consumption can reignite growth. They also analyse what resilience Indian firms must build to compete globally. Will India’s economy adapt with reforms and investment, or will rising costs erode competitiveness? This session offers an expert roadmap for navigating global headwinds and charting India’s future in an uncertain world economy.

Festive Demand Set To Drive Quick Commerce | Zomato & Swiggy Gear Up For Growth

Sep 11, 2025, 03:47 PM IST

An analysis of the quick commerce sector highlights buoyancy on hopes of a boost to festive demand. A JP Morgan report gives an overweight rating on Eternal, raising the target price to 390, which is linked to an uptick in Zomato's stock. The report notes that Blinkit is expanding its leadership over peers and is expected to prioritize market growth. Mitesh Panchal observes Blinkit's significant ground presence and changing consumer behaviour towards quick deliveries. Asked for an investment choice between Zomato and Swiggy, he advises against selecting one over the other. Mitesh Panchal states it is 'advisable to put equal amount in both Zomato and Swiggy', suggesting a 50-50 capital allocation for the two peer companies.

Trump’s Tariffs Boomerang: US Economy Weakens, India Stands Firm

Sep 10, 2025, 07:57 PM IST

Donald Trump’s tariffs were meant to push India to the negotiating table. Instead, they may have backfired — hurting the U.S. economy more than New Delhi. With Moody’s, JP Morgan, and Deloitte all warning of recession, job losses mounting, and farmers struggling under retaliatory tariffs, the American economy is feeling the heat. Meanwhile, India is charting a different course — strong growth, GST reforms adding momentum, and inflation at an eight-year low. As Trump extends an olive branch to Prime Minister Modi, the big question is whether this is about friendship, or survival. Watch the full report on how tariffs reshaped trade ties, strained industries, and shifted global alliances.