Calls
2
Sanjay Mookim
Head of India Equity Research, JPMorgan
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 06
$401.55
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The global tech cycle is robust and the memory cycle is on an upswing, and North Asian markets are trading higher than India. This means global fund managers can find better dollar returns in North Asia tech/memory, drawing flows away from India.
Thematic ETFs
Long
Feb 06
$31.18
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Financials are one of the segments where business momentum is improving because the regulator intends to drive system growth, and large Indian banks should deliver; Sanjay continues to like financials.
Thematic ETFs
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Sanjay Mookim has 2 trade ideas tracked on Buzzberg across 11 tickers since February 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
