loader

Long Term Opportunity in Cyclicals

We can classify sectors in to broadly two categories: Cyclicals and Defensives. Cyclicals are those that are directly impacted by economic growth and include capital intensive industries. Cyclicals would include Metals, Cement, Construction, Corporate lending banks, Capital Goods/Engineering, Hotels, Textiles, Telecom, Oil & Gas, etc. . Defensives sector would include FMCG, Auto, Consumer durables, Retailing, […]

Depolarisation of the markets

We know bull markets are marked by broad-based upmove and bear markets see narrowing of the market to a handful of bluechip stocks. The image below highlights exactly this with weight of top 10 Nifty in Nifty 50 index. In the past whenever the weight of top 10 stocks in Nifty has come close to […]

money works for you money works for you