RBI will come with news/hints about interest rate hike in some form in January, and that will trigger a 5-10% stock down in banks. So trade cautiously in banks, and if you are in investor, you can book profits (if any) and watch the developments in banking over next 30-40 days.

Capital Goods companies obtain many projects in the last quarter and their results in Q4 are usually strong, so it may help to buy Capital Goods companies in that are still not shooting up. For example, Havells India has already moved up 47% in last one month, including nearly 10% just today.
Closing price: 475.90
Gain: 43.10 (9.96%)

Food products and Fertilizers are also likely to do well in Q4.