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In the recent video by PMS Bazaar, Aniruddha Sarkar of Quest PMS has explained how to go about sector/company rotation. Here are the key pointers from the same:
- Each and every business/ sector goes through business cycles. This can be due to many reasons like a demand-supply mismatch, capital flows in the country or consumer sentiments.
- Many times market behaves differently from the economy because the market mostly detect and factors in ~6 months before we can a significant impact is visible on the economy.
- The best time to switch from one sector/company to another is when another sector shows signs of a turnaround after a bad phase of underperformance or there is much noise in the existing sector/company.
- Exposure in a company can be increased when the current developments are avoided by everyone. As it happened in the Tata group when Chandrashekhar became chairman (ex-TCS CEO)
- Each and every business/ sector goes through business cycles. This can be due to many reasons like a demand-supply mismatch, capital flows in the country or consumer sentiments.
- Many times market behaves differently from the economy because the market mostly detect and factors in ~6 months before we can a significant impact is visible on the economy.
- The best time to switch from one sector/company to another is when another sector shows signs of a turnaround after a bad phase of underperformance or there is much noise in the existing sector/company.
- Exposure in a company can be increased when the current developments are avoided by everyone. As it happened in the Tata group when Chandrashekhar became chairman (ex-TCS CEO)
