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Equity investors move away from export sectors
Business Standard
|October 06, 2025
Weighting of domestic demand-driven sectors surges; 'sunrise' stocks leap ahead
The equity markets are turning away from export-driven sectors as American President Donald Trump's policies have made exports to the US difficult for Indian companies.
The combined weighting of Information Technology (IT) services and pharmaceuticals — India's two largest export-oriented sectors — in the Nifty 50 index has fallen to just 12.3 per cent, the lowest in 25 years.
By contrast, in March 2022, these sectors accounted for 22 per cent of the index. Meanwhile, domestic demand-driven sectors — including retail, food delivery services, telecom, aviation, and hospitals — have seen a sharp rise in their weightings.
These non-trade sectors now have a combined weighting of 12.9 per cent in the index, up from 4.8 per cent in March 2022 and just 2.4 per cent in March 2015. Earlier, this segment also included media firms such as Zee Entertainment and real estate developers, including DLF and Unitech.
Diese Geschichte stammt aus der October 06, 2025-Ausgabe von Business Standard.
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