Infrastructure stocks are expected to regain attention following recent political developments, while railway and defense stocks may continue to face challenges despite significant declines in their prices.

Analysts are cautious about these sectors due to their elevated valuations, which may not be sustainable. Market analyst Ambareesh Baliga pointed out that there is a significant gap between stock valuations and actual profit growth, indicating that recent corrections have not made these stocks more attractive.

Fund manager Hemant Shah suggested that smaller players in the defense and railways sectors may outperform larger companies due to their ability to execute projects efficiently and address backlogs effectively.