Technology led gains, construction lagged; focus remains on power ancillary, renewable energy, and domestic plays driven by data centre and energy transition.
Technology – Best performer (+1.2%), driven by strong buying interest, in line with Nasdaq’s overnight gains and robust global tech sentiment.
Growth
Construction – Worst performer (-0.9%), weighed down despite broader market strength, likely from sector-specific weakness or profit-taking.
Power ancillary & renewable energy – Favoured for selective accumulation, supported by structural growth drivers such as data centre expansion and energy transition trends.
Domestic-oriented plays – Benefiting from resilience despite global trade headwinds; positioned for longer-term growth.
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