Nykaa, Eternal, M&M, Cummins India, and Muthoot Finance hit fresh 52-week highs, rallying up to 15% in the past month despite muted market sentiment.

The U.S. dollar fell sharply against major peers on Friday after crucial monthly jobs data showed that American employers hired fewer workers than expected, which likely guarantees a Federal Reserve interest rate cut. Labor Department data showed that nonfarm payrolls increased by only 22,000 jobs last month, far short of the 75,000 positions estimated by economists polled by Reuters.

Euro zone government bond yields lagged behind U.S. Treasuries, which dropped sharply after data releases on Friday, sending the spread between German and U.S. borrowing costs to its lowest level since early April.

Co-living space provider Colive has set up a USD 100 million platform in partnership with Bain Capital and realty firm Sattva Group to develop rental homes.

Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs) instruments are becoming popular in India as their combined assets under management have crossed Rs 9 lakh crore in the last nine years, according to industry bodies IRA and BIA.

Kotak AMC’s Nilesh Shah urges investors to focus on growth and governance as FPIs cut holdings to a 13-year low. Despite foreign outflows, domestic resilience, strong GDP growth, and GST reforms support Indian markets, highlighting long-term opportunities amid short-term volatility.

India s Finance Minister Nirmala Sitharaman on Friday said that rising bond yields had made borrowings expensive for the government at a time when interest rates were low.

Indian markets ended flat with Nifty at 24,741 and Sensex at 80,711. Stock action saw sharp moves in Prime Focus, Vodafone Idea, Moschip, Netweb, GMDC, Varun Beverages, and Ola Electric.

Insurance firms trimmed stakes in five Nifty midcap stocks between March–June 2025, signaling shifting investment strategies and weaker confidence. Declines were noted in Marico, Coromandel, ITC Hotels, HDFC AMC, and Laurus Labs.

Investors should brace for delayed settlements as September 5 and 8 are declared settlement holidays. Equity trades from September 4–8 will be credited on September 9, with back-end operations halted. Liquidity, arbitrage opportunities, and derivatives activity may face short-term pressure.