Investors are channeling flows into defense stocks and local real estate as export-linked sectors falter.
Military-patriotic spending and domestic infrastructure preference drive capital into defense names.
Real estate attracts capital seeking safer domestic returns over global-linked sectors.
Atmanirbharism and national security narratives support confidence in state-linked stocks.
Real estate may benefit from domestic demand shifts as export industries decline.
Tech and cyber-strengthening themes gain appeal amid external volatility.
Diversification into domestically anchored sectors is becoming fashionable.
Strategic capital is backing sectors insulated from external shocks.
Capital rotation adds resilience to certain pockets amid tariff aftermath.
The investment mood shifts toward sectors less exposed to geopolitics.