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Analyst picks shift to Vedanta and Paytm as rotation gains pace
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Analyst flags Vedanta and Paytm as top buys as funds rotate from banks/FMCG into metals and tech amid fresh themes.
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.