With the NIFTY 50 pausing below the 26,000 mark, analysts have highlighted Vedanta Ltd and Paytm Ltd as favourable picks amid sector-rotation. CA Rudramurthy BV cited Paytm’s digital ecosystem and Vedanta’s breakout in metals as key themes. He noted that profit-booking in FMCG and banks, coupled with trade-deal optimism, is fueling funds toward growth and commodity plays. The picks suggest mood is shifting from traditional defensives to higher-beta sectors in India’s equities.