Asian stocks showed caution as the Israel-Iran truce held and Fed Chair Powell offered balanced rate cut views. Middle East tensions eased, and Powell’s flexible tone boosted equities. While the Fed remains patient, lower inflation could prompt earlier rate cuts, with markets pricing in two cuts by the end of 2025. Trump’s stance on Iranian oil also surprised markets.
Nifty megacaps are going nowhere. Why Samco CIO Umesh Mehta put 75% of his flexicap fund beyond largecaps
Mutual Fund CIO Umesh Mehta says Nifty mega caps may remain subdued as institutional ownership limits fresh buying and earnings momentum shifts towards mid- and