US equity markets show surprising resilience with a broadening rally beyond tech, supported by Fed rate cut expectations and stable economic data. However, corporate earnings will be key to sustaining this optimism. Geopolitical shifts and policy uncertainties, including potential tariffs, pose long-term risks, leading to a cautious investment approach focused on AI data center supply chains and precious metals.
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selective
Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly
March 5, 2026