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6 days agoAnalyst picks shift to Vedanta and Paytm as rotation gains pace
With the NIFTY 50 pausing below the 26,000 mark, analysts have highlighted Vedanta Ltd and Paytm Ltd as favourable picks amid sector-rotation. CA Rudramurthy BV cited Paytm’s digital ecosystem and Vedanta’s breakout in metals as key themes. He noted that profit-booking in FMCG and banks, coupled with trade-deal optimism, is fueling funds toward growth and commodity plays. The picks suggest mood is shifting from traditional defensives to higher-beta sectors in India’s equities.
positive
6 days agoAnalyst picks shift to Vedanta and Paytm as rotation gains pace
With the NIFTY 50 pausing below the 26,000 mark, analysts have highlighted Vedanta Ltd and Paytm Ltd as favourable picks amid sector-rotation. CA Rudramurthy BV cited Paytm’s digital ecosystem and Vedanta’s breakout in metals as key themes. He noted that profit-booking in FMCG and banks, coupled with trade-deal optimism, is fueling funds toward growth and commodity plays. The picks suggest mood is shifting from traditional defensives to higher-beta sectors in India’s equities.
positive
Analyst picks shift to Vedanta and Paytm as rotation gains pace
6 days ago
1 min read
72 words
Analyst flags Vedanta and Paytm as top buys as funds rotate from banks/FMCG into metals and tech amid fresh themes.
With the NIFTY 50 pausing below the 26,000 mark, analysts have highlighted Vedanta Ltd and Paytm Ltd as favourable picks amid sector-rotation. CA Rudramurthy BV cited Paytm’s digital ecosystem and Vedanta’s breakout in metals as key themes. He noted that profit-booking in FMCG and banks, coupled with trade-deal optimism, is fueling funds toward growth and commodity plays. The picks suggest mood is shifting from traditional defensives to higher-beta sectors in India’s equities.
With the NIFTY 50 pausing below the 26,000 mark, analysts have highlighted Vedanta Ltd and Paytm Ltd as favourable picks amid sector-rotation. CA Rudramurthy BV cited Paytm’s digital ecosystem and Vedanta’s breakout in metals as key themes. He noted that profit-booking in FMCG and banks, coupled with trade-deal optimism, is fueling funds toward growth and commodity plays. The picks suggest mood is shifting from traditional defensives to higher-beta sectors in India’s equities.
Companies:
Vedanta Ltd
Paytm Ltd
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india
sector rotation
analyst picks
Oct 24, 2025 • 10:15 IST