Jerome Powell navigates monetary pivot amidst inflation decline. Geopolitical tensions challenge high stock, credit exposures. Israel-Iran strife impacts S&P 500. Goldman, Barclays revise rate-cut bets. Risk allocation analyzed. Northwestern Mutual adjusts stock exposure.
Broad-based market rally unlikely without FPI flows & stronger growth: Nilesh Shah
The broad-based rally at least at this point of time looks difficult, unless and until it is supported by growth or it is supported by