Ashi Anand of IME Capital suggests IT spending clarity may take one to two quarters, with no significant discretionary spending changes expected due to economic uncertainties. While quick commerce holds long-term potential, QSR s growth hinges on discretionary spending increases as India s per capita GDP rises.

NALCO tops the mid-cap list with a dividend payout of Rs 10 per share in the past 12 months, delivering a dividend yield of 7%.

Prashant Jain of 3P Investment Managers suggests a diversified portfolio approach due to low valuation dispersion, noting no sector trades below 15-year average multiples, with premiums mainly in capital goods and consumer discretionary. He anticipates India s economy to grow around 6% with corporate profit growth of 10-12%, while cautioning against overpricing narratives like Atmanirbhar Bharat.

Bharat Petroleum Corporation (BPCL) and Sembcorp Green Hydrogen India have formed a 50:50 joint venture to develop renewable energy and green hydrogen projects across India. This collaboration aims to produce and sell renewable energy, green hydrogen, and its derivatives, potentially including green ammonia.

Vodafone Idea has allotted 3,695 crore equity shares to DIPAM, converting spectrum auction dues into equity, resulting in the government holding a 48.99% stake. SEBI granted an exemption for the acquisition, aiming to improve the telecom provider s liquidity. The company s paid-up equity share capital has significantly increased following this allotment.

Cochin Shipyard shares: Cochin Shipyard stated that the partnership will enhance maritime infrastructure, create jobs, and support India s ambition to achieve self-reliance in the sector through the Atmanirbhar Bharat initiative.

A closing price above the VWAP indicates that the stock ended the day higher than its average traded price, weighted by volume.

JM Financial has a hold call on Titan, setting a target price of Rs 3,550. Titan s Q3FY25 consolidated total income rose 21.92% QoQ and 24.95% YoY, with a net profit after tax of Rs 1047.00 crore. While revenue growth is expected to be strong, margin pressure and gold lease costs may lead to flat profit after tax year over year.

There is a significant focus on global diversification using Liberalised Remittance Scheme (LRS), Overseas Portfolio Investment (OPI)/ Overseas Direct Investment (ODI) route and integration of investments with migration decisions.