Neutral impactCorporate Action
Foreign money may favour banks, industrials as market leadership shifts: Manishi Raychaudhuri
CNBC-TV18 26 min ago·5 Nov 2026, 6:19 am
Manishi Raychaudhuri of Emmer Capital Partners suggests a shift in market leadership, predicting that beaten-down sectors like banks and industrials may outperform in the next phase. This view contrasts with the current dominance of growth stocks and suggests investors might look for value in these traditional areas.
This trend matters because it signals a potential rotation from high-flying tech stocks toward cyclical and financial sectors. For investors, it highlights the importance of diversification and the need to monitor which sectors are gaining momentum as the market cycle evolves.
Investors should watch for sustained inflows into banking and industrial stocks. Additionally, keeping an eye on the performance of IT services is crucial, as Raychaudhuri notes that disruption in this sector continues to cast a shadow over its outlook.
Excerpt from CNBC-TV18
Published On Nov 5, 2026 | 11:49 IST Last Updated On Nov 5, 2026 | 11:49 IST Manishi Raychaudhuri, Chief Executive Officer, Emmer Capital Partners expects beaten-down sectors to lead the next market phase, while AI disruption keeps the outlook for Indian IT services uncertain. Foreign institutional investor (FII)…Read the original at CNBC-TV18
Key takeaways
- Category: Corporate Action.
- Assessed as a significant, market-relevant update.
Why it matters
A meaningful update worth tracking. Use the price and stock snapshot to gauge how the market is responding.
