Right now government is spending money like anything. So all PSU and private companies doing business with government, directly or indirectly will do well.
Private companies, banks are not doing well, there is liquidity crunch and there is high interest rates. Very difficult to survive.
Unless the next cycle of interest rates decrease start, we will not see much movements in other sectors.
But as @1957 Om bhai suggested, defense, railway, infra will do. Government is actually spending. We just have to see this government should be remain in power for the next 5 years and we will be fine. 
(invested from lower level, not a buy recommendation. Please do your own analysis)
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