Invest with the Rhythm of the Market

Let professionals rotate sectors as cycles turn while you stay invested steadily.

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Markets rarely move in straight lines.

A year of strong rallies can quickly give way to choppy corrections, as we have seen in recent times. A stronger dollar, sticky inflation, trade tensions, widening fiscal and trade deficits, uncertain interest rate trajectories and slowing corporate earnings have all made investors jittery. Add to that, a weakening rupee, volatile global energy prices, tightening global monetary policy and geopolitical risks, and the headwinds become even more complex. Yet, on the flip side, stable monsoon forecasts, strong domestic consumption, bolstered infrastructure spending, India's structural growth story, and policy reforms like GST rationalisation offer glimmers of resilience.

At the same time, sector performance has become increasingly polarised, with leadership shifting more rapidly than before. In such a dynamic environment, traditional buy-and-hold or static investment styles can fall short. This is where business cycle investing offers a smarter way forward.