3 Stock Sectors Predicted to be Bought by Investors as Tech Sector Weakens

Jakarta, Pintu News – Amidst uncertainty in the global stock market, a shift in investor strategy is becoming apparent. According to a recent analysis by Wells Fargo, a major rotation away from technology and consumer stocks is now underway. The major US investment bank predicts three key sectors will be in the spotlight and bought up by investors by the end of 2025.

Financial Sector Selected for Potential Gains from Interest Rate Cut

According to Paul Christopher, Head of Global Investment Strategy at Wells Fargo, the financial sector could potentially benefit from a shift in the yield curve. This is due to the possibility of short-term interest rates falling, which could reduce banks’ cost of funds, while long-term yields remain stable or rise.

Based on data from Christopher’s interview on CNBC on November 30, 2025, banks can earn higher margins because they pay interest on deposits at low rates, but lend at higher long-term rates. This provides a strong incentive for investors to buy back big banking stocks.

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Utilities is the most discussed defensive sector

Wells Fargo also mentioned that the utilities sector is currently one of the attention-grabbing defensive sectors. In volatile market conditions, utilities such as electricity and water providers are considered stable because demand remains, independent of the economic cycle.

Christopher added that this sector is perfect for investors who want to preserve the value of their portfolios when tech stocks are under selling pressure. Due to their lower volatility, utilities are quite an attractive safe haven right now.

Industrial Sector Gains Attention due to Projected Infrastructure and Reindustrialization

The industrial sector was also singled out as an attractive investment area, mainly because it is driven by infrastructure projects and reindustrialization policies in many countries. According to Wells Fargo, increased public and private investment in physical infrastructure will boost demand for companies in this sector.

In addition, many countries are starting to reduce dependence on long global supply chains and shift to local production. This benefits industries such as construction, heavy equipment, and logistics-which have been the backbone of the industrial sector.

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FAQ

What are the main reasons for stock rotation from technology to other sectors according to Wells Fargo?

Wells Fargo observed that investors have started selling technology and consumer stocks as these sectors have been overvalued and are now facing macroeconomic pressures. Sectors such as financials, utilities and industrials are considered more defensive and promising going forward.

When will this sector rotation start to show?

According to Paul Christopher’s interview in November 2025, the rotation started in the last 6 to 8 weeks and will likely continue until early 2026 depending on market conditions.

What is the impact on retail and institutional investors?

Institutional investors will likely lead this rotation, but retail investors are also expected to follow the trend to keep portfolios stable. This sector rotation can be an important diversification opportunity amid market volatility.

Reference:

• Mehron Rokhy / The Daily Hodl. Wells Fargo Warns Rotation out of Tech and Consumer Stocks is Coming, Bank Favors Financials and Two Other Sector Plays. Accessed December 1, 2025.