In its third annual capital allocation study, Nuvama argued that a rare combination of slowing demand cycles and elevated valuations has left corporate India "all dressed up, but with nowhere to go."
Stocks to watch today, December 12: Piramal Pharma, Kansai Nerolac and Oswal Pumps are other top stocks to track today.
At 12:15 PM, Seamec share price was trading 2.98 per cent higher at ₹1,043.70 per share. By comparison, BSE Sensex was trading 0.44 per cent higher at 84,762.60 levels.
The US remains the world's most lucrative outsourcing market, with healthcare spending touching nearly $5 trillion in CY24, accounting for 17-18 per cent of GDP.
At 9:42 AM, Tejas Networks share price was off highs, but continued to trade 0.4 per cent higher at 463.60 per share. In comparison, BSE Sensex was trading 0.23 per cent lower at 84,197.32 levels.
The brokerage said Divis Laboratories is entering a stronger growth phase, supported by a robust H2FY26 pipeline and visibility for scale-up over the next two years.
By 12:00 noon, Highway Infrastructure shares were off day's high, but continued to trade 3.85 per cent higher at ₹64.48 per share. By comparison, BSE Sensex was trading flat at 84,650.59 levels.
By 10:25 AM, SEPC shares were trading 2.92 per cent higher at ₹9.15 apiece. In comparison, BSE Sensex was trading 0.39 per cent higher at 84,994.27 levels.
Aequs IPO listing: The stock also opened at ₹140 on the NSE, marking a 12.90 per cent premium against the issue price.
At 9:21 AM, GPT Infraprojects shares continued to trade higher, up 8.62 per cent at ₹114.05 per share. In comparison, BSE Sensex was trading 0.21 per cent higher at 84,843.20 levels.
RBL Bank's C/I ratio remains elevated at 70.7 per cent due to investments in retail, digital and risk infrastructure, and lower treasury income in Q2FY26.
Despite healthy performance, Yatharth still operates below industry benchmarks in terms of ARPOB and occupancy, offering major upside potential.
Stocks to watch on December 10, 2025: Highway Infra, IRB Infra, Godrej Properties and Pine Labs are other key stocks to track today
Around 1 PM, Delhivery shares were trading at day's high level, up 3.96 per cent at ₹412.50. In comparison, BSE Sensex was trading 0.36 per cent lower at 84,795.25 levels.
SpiceJet shares rose after the airline announced the induction of two Boeing 737 aircraft into its fleet, boosting its operational capacity on key domestic and international routes.
According to DBS, the first risk is a sharp correction in US equities, particularly in tech stocks linked to the AI investment wave.
At the core of the bullish narrative is BHFC's swelling defence order book, now at nearly ₹114,000 crore and executable over the next three to four years.
Suzlon Energy stock: The brokerage has trimmed its target price to ₹60 from ₹66, reflecting a lower valuation multiple due to a temporary slowdown in central tendering activity.
Stocks to watch on December 9, 2025: TCC Concept, VTM, Bajaj Finserv and Welspun Corp are other key stocks on investors' radar today.
Around 10:50 AM, Chalet Hotels share price was trading 3.07 per cent higher at ₹906.75 per share. In comparison, BSE Sensex was trading 0.43 per cent lower at 84,773.55 levels.