Essay On Sector Rotation

[manish962]

We have two threads on cyclicals. Move the content there :

Commodity and Cyclical Plays

Dalian iron ore finished at ¥662.5, highest close since Chinese futures launched in 2013, according to Reuters. https://twitter.com/Scutty/status/1112995355711299584/photo/1 [IMG_20190403_193514]

CYCLICALS-- When and Where to Bet?

We seem to be in a downward spiral in the context of Indian (and most of world markets for that matter) markets. Various sensex targets ranging from 12-14k have been projected and who knows might be achieved if things continue in the same vein in the absence of strong policy response from the govt and any change in the scenario in the world economy. The question now is how best to utilise the circumstances to our advantage to maximise returns from this sharp market correction. The stocks that p…