As an investor with significant positions in equities, I am an optimist. However, it’s important to be realistic at the same time. This helps in readjusting the portfolio depending on macroeconomic, geopolitical, and other headwinds. In my view, potential delay in rate cuts is likely to make the market nervous as it might imply a hard landing for the economy. I would therefore look at stocks to buy for a market crash. I must however add that I see the first-rate cut coming before the Presidential elections. ...