"The shift is gradually happening more on account of favourable risk-reward for stocks in these sectors and the shift would be more pronounced as investors roll over their targets to 2017," the head of research at a foreign brokerage said.
Experts say the stock market correction in recent times increases the risk-reward in favour of large-cap stocks.
Tata Steel and Tata Chemicals under investor watch
Unless these companies falter on growth or external and domestic factors play spoilsport, analysts expect them to do well
As inflation rate is near the upper limit of the comfort zone, experts rule out rate cuts anytime soon
'The domestic scenario is much better than earlier, demonstrated in the March quarter earnings.'
'We have seen a host of businesses across sectors generate economic value and wealth for investors.'
A section of analysts feel now may not be a bad time to buy select PSBs.
Analysts mostly prefer domestic plays beside select films with foreign exposure.
The sentiment around Indian equities remains positive and unchanged.
Bankruptcy Code will consolidate existing laws related to liquidation and sick industries
'The focus is more on the outlook for global growth'.
While the Budget might have been a sentiment booster for the sector, firms with market dominance emerge as favourites.
The management, however, is a bit wary about near-term performance.
Natco Pharma, Wockhardt and Marksans have rallied between 50 and 70 per cent in the year till date.
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