Smart money bets on BFSI, auto, infra as sector rotation underway
SEBI registered analyst Rohit Mehta notes FIIs are buying into BFSI, auto, and midcap IT, while DIIs load up on infra, PSUs, and power stocks. FMCG and pharma see outflows. With Nifty nearing 26,000, Mehta says tracking institutional flows is key to spotting sector leadership. Divergence in FII/DII moves may hint at upcoming market shifts.