Throughout 2025, technology stocks have been the linchpin propelling market performance, whereas other sectors have seen only modest gains. Indices related to traditional and emerging consumption, public infrastructure, and real estate have lagged, finding it challenging to outperform and secure excess returns. Numerous individual stocks have suffered substantial drops, and the net asset values of certain themed funds have also taken a hit. As the year draws to a close, the time for strategic year-end investment planning (keeping the more natural-sounding "planning" in place of the technical translation "layout" or "positioning") has arrived. A number of fund managers are of the opinion that technology stocks will continue to dominate the market landscape, yet the coming year may witness a more balanced performance across sectors. Investment prospects in previously neglected areas, such as cyclical and consumer stocks, are set to rise, especially for firms that have undergone supply-side reforms. Owing to industry consolidation, these companies are anticipated to emerge as fresh avenues for high-dividend investments.