In-Depth Sectoral Rotation Tracker: June 30, 2025

Key Shifts and Leadership Trends

In this post, I examine the sectoral rotation dynamics as of June 30, 2025, with a specific focus on the performance of India’s Cables & Electricals, Ferrous Metals, Heavy Electrical Equipment, Auto Components, and IT sectors over the past week.

These sectors have demonstrated notable momentum in the past week, driven by macroeconomic trends, policy support, and global market shifts, which have contributed to their strong performance. My analysis also highlights how these sectors have exhibited dynamic shifts in investor interest over the past week, reflecting short-term market rotations.

The Cables & Electricals sector has gained momentum from India’s accelerated infrastructure spending and renewable energy initiatives, particularly under schemes like the Revamped Distribution Sector Scheme. This has fueled strong revenue growth for companies like . . .