Mohit Kumar – Extel 2027

Thought-provoking and topical analysis across Indian macro, policy, politics, liquidity, valuations and market cycles. Translating top-down views into action through clear sector positioning, stock ideas and model portfolio recommendations. We are the longest-tenured SMID Cap strategist on Wall Street, providing specialized insight into the U.S. small- and mid-cap universe through a combination of top-down strategy and bottom-up sector and stock analysis. Our work focuses on thematic positioning, sector allocation, market leadership and the key drivers of relative performance, while integrating actionable stock ideas through close collaboration with Jefferies’ fundamental analysts. The team also leads the Jefferies Macro Weekly, one of the firm’s most widely read research publications, and is recognized for expertise in FTSE Russell reconstitution, producing detailed analysis of index membership changes, sector rotations and rebalancing outcomes.