Which sectors would lead and lag in Q4? Sectors that could lead: Capital goods and industrial: Long-term order books and the government's focus on self-reliance make these sectors relatively immune to short-term geopolitical volatility, said Bolinjkar. Long-term order books and the government's focus on self-reliance make these sectors relatively immune to short-term geopolitical volatility, said Bolinjkar. Ross Maxwell, Global Strategy Operations Lead, VT Markets, said that investors may focus on companies with strong balance sheets and earnings visibility. Also Read | IT sector could see a dull Q4 as revenue growth visibility blursSince domestically focused sectors are expected to perform well, analysts also advise raising exposure to these names.

Source: Mint April 06, 2026 16:01 UTC