In this weeks video we cover concept of sector rotation and share how to analyze good stocks that may be available at good valuations due to large macro headwinds and general pessimism around their sector. Typically these cases provide good opportunity for value investors to start investing in these stocks after deep dive analysis of the particular cos performance on key financial metrics and other important factors like management quality, growth plans etc.
00:00 Introduction
03:01 Understanding Sector Rotation
05:37 What is Sector Rotation
09:43 What happened in past ?
12:56 What happened in last 5 years ?
16:34 Key Message
19:43 Sector Rotation : Why it works
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