Best Sector to Invest for Long Term | Business Cycles & Ambit's Sector Attractiveness Framework

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Banking, IT, Pharma, Manufacturing, Energy, Transportation, Defence - a breathtaking array of sectors, each promising a distinct journey. Investors often seek the best sectors to invest in and this allure lies in the belief that some sectors have a promising runway spanning many years. In this video, we shall understand business cycles and present a framework around identifying the top sectors for investment as the economy goes through periods of expansion, recession, depression and recovery

We'll examine what macroeconomic indicators to look for and which sectors have a better chance of performing better. As our finale, I'll also unveil Ambit Capital's "Sector Attractiveness Framework" and how it uses a mix of excess returns, relative valuation, earnings estimate sustenance and ownership to figure which is the best sector to invest in at particular points in time

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👉 Video Chapters:
00:00 Investing in Sectors
01:23 Business Cycles & Sectors
04:34 Example - Heavy Industries in India
09:07 Sector Attractiveness Framework
12:37 Shankar's Viewpoint

👉 Useful Reading Resources:

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#sectoranalysis #bestsectortobuy #businesscycle

Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links

[ren.oooooo]

I recently read the book by Howard marks on mastering the market cycle. This video makes the whole book obsolete, it has so much more info

[sreenivasancomalraju]

Very detailed video for the more serious investor. Excellent walk through on all the different parameters and research required to explore sectoral funds. Recommend sitting with a pen and paper to note down and soak in as much of the content ❤

[yathartam]

This video makes the Investor to categorize the investment along the sector trend. Really great sir. Its difficult to understand but repeatedly watching and going through your attachments in description we may understand. Thank you for sharing the course material available website.

[sunilmarathe]

Shankar nath and ishmohit are good research person

[funduvar]

One of the most inspiring and thoughtful video that helps us to give right direction to make us into “Intelligent Investor” - Loved this video, great research, good summary and excellent way of presenting..

[VikasKM]

The video editing is getting better n better and thumbnail is on different level

[TheD]

Your analysis is deep and full of insights.

[Sundarperunarkilli]

Much needed video, now I think I can see all your videos again on industry specific to see the anomaly and small clues to find the right one . personal opinion IT and Pharma 😊

[kanaiyatiwari]

kindly share your life journey that how you start and how you reach here and what struggle you face in your journey and what you learn in the journey

[SuperDry_]

Could not understand the Ambit model, but thank you for your effort. Big fan as always.

[boyfromthemountains]

1M coming soon! Love your content sir!!! ❤

[Sachin]

You afe extraordinary than many hyped finance infleuncers

[sms]

Good Video. Always exceeds the expectations

[anubhabdutta]

Glad that you made this video, i was looking for this type of information, finally got it thank you so much.

One question i have is that, road infrastructure companies are trading at valuation of less than 15, what is your opinion on this?? When will this cycle rotate and how do you value this business??

Please reply i am looking forward for it😊

[ramakrishnandevarajan]

Hi Shankar, very nice video, thanks for infos. where can we get details about Sector PE online

[kirenrana]

Yea sir make videos on how to choose sectors when and how.

[jaypatel]

Thanks for another great video! I have a quick question- where can I get the historical constituents of indices like Nifty 50, Nifty 50 Value 20 or Nifty midcap 150 quality 50

[lakshminarasimhanpb]

I clicked like and then started watching it 😊

[amarnaath]

Sir, why don't you start an investing course(Paid), that teaches from fundamentals and that we could get a better insight of your way of investing.

[sattibabu]

Sir, pl do a video on Best 5 stocks for long term (10-15yrs) investment