Key Sectors to Watch

Capital Markets – Finance Minister clarified that the government has no plans to shut down F&O trading, keeping sentiment steady for capital market stocks. Pharma – Sector earnings remain strong, though the recent US drug price cuts could weigh slightly on market sentiment. Chemicals – A robust Q2 driven by tariff benefits; Vishnu Chemicals and Aarti Industries stood out with solid performance. IT, Reliance & Select Auto Stocks – Investors are showing a “flight to safety,” moving towards defensives like IT majors, Reliance Industries, and select auto names. Metals & Consumer Durables – Witnessing strong short build-up amid weak near-term demand visibility. Turnaround Plays – Positive momentum seen in Dam Capital, Triveni Engineering, and Rain Industries after a strong recovery quarter.