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Raymond James Investment s Matt Orton advises investors to capitalize on market dips, focusing on AI, capex, and reshoring for long-term growth. Despite concerns about a potential economic slowdown and Trump s tariff stance with India, Orton believes a deal with India is still possible due to its strategic importance.

The MPC maintained policy rates and a neutral stance, forecasting lower FY26 inflation at 3.10% but emphasizing core inflation concerns. Despite robust growth projections, the MPC remains data-dependent, hinting at potential future rate cuts. Bond yields rose post-announcement, but corporate bonds remain attractive for investors with medium-term horizons.

Cummins India shares: Shares of Cummins India rose 2.7% on August 8 after the company reported a 40% YoY rise in standalone PAT to ₹589 crore for Q1 FY26. Total sales grew 26% YoY to ₹2,859 crore, driven by strong performance in both domestic and export markets. Domestic sales jumped 25% YoY, while exports rose 34%.

Reliance Infrastructure shares jumped nearly 8% after the Supreme Court allowed its subsidiaries BSES Yamuna and BSES Rajdhani Power to recover Rs 21,413 crore in regulatory assets over four years, issuing guidelines to electricity regulators for cost-reflective tariffs and timely liquidation of such assets.

Sandip Agarwal notes the Indian investor s increasing maturity, moving beyond panic selling to strategic buying after initial market dips. He suggests PSU banks, like SBI, may outperform private sector banks due to their deposit franchise amidst NIM compression from rate cuts. Investors are keenly awaiting SBI s results and future strategies for deploying raised funds.

Gurmeet Chadha suggests a phased investment strategy amid market volatility. He advises allocating 25-30% of funds now, with the remainder deployed gradually. Chadha highlights opportunities in quality banks like ICICI Bank and Federal Bank. He also sees potential in NBFCs and power equipment companies. Long duration bonds and gold are attractive options for investors.

Titan Company shares rose 1% after the Tata Group firm reported a 34% YoY surge in standalone net profit to Rs 1,030 crore in Q1FY26, beating Street estimates. Revenue grew 17% to Rs 13,192 crore, led by strong demand in its core jewellery segment and improved operational efficiency.

The Reserve Bank of India (RBI) held the repo rate steady at 5.50% in August. This decision comes after earlier rate cuts. The RBI is watching global and domestic conditions. Inflation is low, but the RBI expects it to rise. Global trade tensions and US policies are key factors. Experts suggest investors consider fixed deposits and bonds.