🔹 Banking & Financials
- HDFC Bank – Watched for institutional flows and sector leadership
- ICICI Bank – Active trading interest and credit growth expectations
- State Bank of India – PSU banking sentiment and volume activity
- Shriram Finance – NBFC space in focus amid lending demand
🔹 Energy & Power
- Reliance Industries – Market heavyweight influencing index direction
- NTPC – Power demand and capacity-expansion theme
- ONGC – Crude-linked movement and energy outlook
🔹 Metals & Commodities
- Vedanta – Commodity price action and restructuring focus
- Tata Steel – Global metal cues and margin expectations
- NMDC – Volume-driven interest in metal stocks
🔹 Capital Goods & Infrastructure
- Larsen & Toubro – Infrastructure order momentum
- Power Grid Corporation of India – Stable PSU performance and yield focus
🔹 FMCG & Consumption
- ITC – Defensive buying and dividend interest
- Hindustan Unilever – Consumption trend tracking
🔹 Technology
- Infosys – IT sector sentiment and global demand outlook
- TCS – Currency movement and large-deal expectations
🔹 Real Estate & Infra-Linked
- DLF – Housing demand and premium segment focus
📌 Market Focus Themes (Original)
- Stock-specific action dominating indices
- PSU banks and energy stocks seeing consistent attention
- Select large-caps controlling overall market direction
- Higher volatility in mid- and small-cap
