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Below is quote on Morning market 03rd November 2021 By Dr. V K Vijayakumar, Chief Investment Strategist at Geojit Financial Services

Banking, an underperformer during Samvat 2077, is a potential outperformer candidate. With economic growth picking up, credit growth also is improving smartly. This augurs well for the banking sector. Top private sector banking names, a few top PSU banks and the leading NBFCs are well placed to deliver market beating returns.

The reality and metal stories appear to be multi-year upcycle stories, and therefore,  might remain resilient during Samvat 2078. Construction-related stocks are likely to do well gaining from the low-interest tailwind.

Segments in autos, particularly those linked to the EV space, are likely to do well.
Small-caps may outperform, but this is a minefield and, therefore,investors may, ideally,  exploit the opportunities in this segment by systematically investing through mutual funds"

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