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Defensive sectors gain traction as investors rotate away from high-beta names
On 17 November 2025, Indian equities showed a clear shift toward defensive sectors after high-beta names faced intraday volatility. Utilities, consumer staples and select healthcare stocks outperformed the broader market as institutional flows favored stable earnings visibility. Brokers noted that elevated U.S. yields and ongoing currency weakness pushed traders to lighten positions in cyclicals, especially mid-tier manufacturing and metal shares. Market depth remained steady, but order books showed higher concentration in defensive baskets.
Analysts said the rotation may persist through the week ahead of key global inflation readings expected to influence risk appetite.
Explore:Mutual Fund Screening
neutral
Defensive sectors gain traction as investors rotate away from high-beta names
On 17 November 2025, Indian equities showed a clear shift toward defensive sectors after high-beta names faced intraday volatility. Utilities, consumer staples and select healthcare stocks outperformed the broader market as institutional flows favored stable earnings visibility. Brokers noted that elevated U.S. yields and ongoing currency weakness pushed traders to lighten positions in cyclicals, especially mid-tier manufacturing and metal shares. Market depth remained steady, but order books showed higher concentration in defensive baskets.
Analysts said the rotation may persist through the week ahead of key global inflation readings expected to influence risk appetite.
Explore:Mutual Fund Screening
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Defensive stocks outperformed on 17 November as traders rotated away from high-beta names amid U.S. yield pressure and rupee weakness affecting cyclical sentiment.
On 17 November 2025, Indian equities showed a clear shift toward defensive sectors after high-beta names faced intraday volatility. Utilities, consumer staples and select healthcare stocks outperformed the broader market as institutional flows favored stable earnings visibility. Brokers noted that elevated U.S. yields and ongoing currency weakness pushed traders to lighten positions in cyclicals, especially mid-tier manufacturing and metal shares. Market depth remained steady, but order books showed higher concentration in defensive baskets.
Analysts said the rotation may persist through the week ahead of key global inflation readings expected to influence risk appetite.
On 17 November 2025, Indian equities showed a clear shift toward defensive sectors after high-beta names faced intraday volatility. Utilities, consumer staples and select healthcare stocks outperformed the broader market as institutional flows favored stable earnings visibility. Brokers noted that elevated U.S. yields and ongoing currency weakness pushed traders to lighten positions in cyclicals, especially mid-tier manufacturing and metal shares. Market depth remained steady, but order books showed higher concentration in defensive baskets.
Analysts said the rotation may persist through the week ahead of key global inflation readings expected to influence risk appetite.
Tags:
stocks
defensives
stocks
defensives
market rotation
institutional flows