Post-War Rally: Top Sectors Likely To Drive Next Market Upside

As markets look for the next trigger, experts believe domestic sectors could lead the next rally if geopolitical tensions ease. Defence stocks are gaining traction due to strong execution and order visibility, while the power sector remains a long-term structural play. NBFCs, especially housing finance companies like Aavas and PNB Housing, are showing strong earnings momentum. Hospitals continue to deliver robust performance, signaling steady demand. Meanwhile, hotel stocks like Indian Hotels and Lemon Tree may be next in line for a catch-up rally. Even select consumption plays like ITC are showing early signs of recovery. With earnings supporting the trend, these sectors could drive the next leg of market growth.