New Delhi, Aug. 6 -- In July 2025, Goldman Sachs raised its 12-month S&P 500 target from 5,600 to 6,900-a sharp revision that surprised many on Wall Street. It's not the only firm making bold calls. Morgan Stanley, Bank of America, and RBC have also lifted their year-end expectations, citing improving macro trends, resilient earnings, and easing rate headwinds.

After a strong H1 led by mega-cap tech, the broader market may be on the verge of playing catch-up. But this rally-unlike earlier ones-won't just reward passive exposure. It demands selective positioning, risk awareness, and smarter guardrails.

If you're still sitting in just the "Magnificent Seven," you may be missing the more meaningful part of the move.

Q1 2025 earnings came ...