PSU BANKS and ex-bank finance lead this week’s market pulse, with METAL and AUTO still in the mix. Two weekly analyses line up on the same beat, hinting at how funds might tilt in the coming sessions [1][2].
- PSU BANKS — Outperformer per both posts; fund tilt potential [1][2]
- FIN EX-BANK — Outperformer per both posts; fund tilt potential [1][2]
- METAL — Performing sector in both takes [1][2]
- AUTO — Performing sector in both takes [1][2]
Broader bets and the data-centre backdrop: - Schneider Electric — major infra provider for data-centre builds in India, helping with power, cooling, and distribution [3] - Global giants AWS, Google, and Microsoft are committing to expand data-centre capacity in India, creating a backdrop for infrastructure suppliers like Schneider Electric [3]
Funds positioning: expect some tilt toward PSU BANKS and FIN EX-BANK, with continued exposure to METAL and AUTO themes. Watch infrastructure plays like Schneider Electric as data-centre growth evolves and GPUs, cloud demand shift capital toward these names [1][3].
Closing thought: sector rotations this week point toward bank-led bets and real-economy cycles—keeping an eye on how policy cues and earnings flow alter the next leg.
References
Weekly Indian Market Analysis of Nifty 50 and Sectors for 10TH NOV 2025
Analysis on Nifty 50 and sectors; calls PSU bank, FIN ex-bank out-performers; metal and auto performing; educational intent for learning.
View sourceWeekly Indian Market Analysis of Nifty 50 and Sectors for 10TH NOV 2025
Outperforming sectors include PSU banks and ex-bank finance; metal and auto performing; weekly market analysis for 10 Nov 2025
View sourceThoughts on SCHNEIDER as a data centre play in india?
Discussion on Schneider Electric as Indian data centre supplier, exploring positioning and valuation concerns, including Nvidia comparison.
View source