| An unprecedented and happy mix of sound fundamentals and cyclicals is the leitmotif for the Indian economy and business in the short term. |
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| We didn't aggressively play cyclicals and we should have taken larger positions in small market capitalisation internet stocks. |
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| Tobacco stocks have suffered from sector rotation into cyclicals, and have underperformed the market in relative terms. |
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| If the economic outlook seems bleak, investors should be ready to unload cyclicals before these stocks tumble and end up back where they started. |
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| I think consumer cyclicals make sense because of the resilience of consumers. |
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| We moved a bit more into cyclicals last month, on the premise that we expected consumer-oriented stocks to have a bounce. |
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| Trading action in the financials, cyclicals and many bluechips is suggesting an unfolding bear market. |
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| Some of our more favoured sectors currently include basic materials, selected consumer cyclicals and operationally secure telecommunications operators. |
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| Industrial cyclicals and consumer cyclicals have major problems. |
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