Mixed Market Trends: NBFC Growth, EMS Momentum, IT Pressure, and Auto Demand in India

Indian financial and industrial sectors show mixed trends as NBFCs are seen in a 'sweet spot' with accelerating loan growth and improving asset quality, though some experts advise selectivity due to margin pressures and valuation concerns. Electronics manufacturing services (EMS) and capital goods sectors are poised for growth supported by government incentives and infrastructure spending. Meanwhile, IT stocks face selling pressure amid AI disruption fears, and auto shares gain on expectations of steady demand post-GST reforms. Key investors are increasing stakes in beaten-down infrastructure stocks, reflecting confidence in long-term recovery.