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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.

The Indian Rupee weakened slightly against the US Dollar, closing at 87.63. The Reserve Bank of India intervened to stabilize the currency. Trade uncertainties and a strong US Dollar continued to pressure the Rupee. Domestic equity markets declined, and foreign investors sold shares. US President Donald Trump ruled out trade negotiations with India until tariff issues are resolved.

Indian government bonds experienced a dip in early trading on Friday. Investors are cautious before the weekly debt sale. This sale will test demand after a disappointing central bank policy decision. The Reserve Bank of India s decision to hold rates impacted investor appetite. Market participants await next quarter s GDP data for policy easing cues.

Domestic Institutional Investors are expected to continue supporting the market. Positive results from companies like Titan are encouraging for the Indian economy. The earnings season has been decent, with some sectors performing well. Government fiscal measures and RBI actions are beginning to take effect. A pickup in production is expected with the festive season approaching.

Tata Sons has initiated early talks with minority shareholder Shapoorji Pallonji (SP) Group to explore potential exit and monetisation options for SP’s 18.37% stake, currently pledged with lenders. This follows a resolution by Tata Trusts to retain Tata Sons’ private status and seek a settlement. Chairman N Chandrasekaran recently met Shapoor Mistry, marking their first formal engagement since 2016.

India s general insurance sector experienced slow growth in July. Premium growth was only 2.8 percent. Motor insurance sales were weak. Big companies like Bajaj Allianz and ICICI Lombard saw declines. New India Assurance, however, grew by 16 percent. Health insurers performed better, growing over 10 percent. The industry s total premium was ₹29,729 crore.

Asian stocks are on track for their best week since June, fueled by technology shares and optimism surrounding corporate earnings. The MSCI Asia Pacific Index saw gains, with Japanese equities leading the charge. The dollar weakened, while investors anticipate a potential interest-rate cut by the Federal Reserve, contributing to the positive market sentiment.