Analytics on export/import that too Industry/country wise is superb. Nice tool for serious investors and people with analytical bent of mind. Well done !
I am looking for any simple data/chart etc which can essentially show Sector Tailwind. By that I mean every 5 odd years , we see some sectors doing exceptionally better than others. We can call it sectoral theme…e.g. IT in 2000, RE in 2007, Pharma in 2013, HFC in 2015 so on and so forth. Now these themes are also not ever lasting…cyclical kind off. One of the ways to identify these themes early on is definitely extensively reading VP blogs. Other than that let me know if there exists any online portal which shows such sectoral tailwinds/themes.
I found one in ET. Its a new feature and shows bubble chart of Risk/Reward of various sectors in last 1 year. But not much details behind the charts. However looks good. Whats your view on this.
To explain again in simple terms…now I know carbon electrode and specialty chemicals are doing exceptionally good and may continue for 2-3 more years due to China Ban on pollution. But how to identify via system and not just by reading.
