Good Morning Everyone,
Welcome to our first issue of the AARD-SR, our Sector Rotation Tracker Newsletter. Starting today, this will be the only newsletter that will be put on this blog. Over time, we may add more content to this newsletter, but we are stopping all other efforts from our ‘2-cents’ to our ‘Daily Reads’ to focus all our efforts on a singular thing that may in time if done right add value to our readers.
So, lets begin…
As per Bi-Weekly RRG Analysis:
Spaces that are going strong in the Leading Quadrant right now:
PSU Bank
Infrastructure
Spaces moving towards the Leading Quadrant:
Financial Services
Energy
Oil and Gas
PSE
Private Bank
Now lets take a look at our very own Sector Rotation Dashboard:
More or less, the same names are popping up, i.e. PSU Banks, Infra and Oil and Gas.
If we take a look at the broader market and measure it against Top 50 companies.
On a monthly timeframe, the RSI for SMEIPO is nearing crucial support Zones.
That was it for our first issue. It will be sent twice a week. It is now the only communication which will be sent from this Substack.
We are wiser from all our past experiences and are here to stay for a very long time. We will slowly be rebuilding Ayush Agrawal Research brick by brick.
If you find value over time in the newsletter, please check out our paid services.
Disclaimer
All information is sourced from publicly available data, and while every effort has been made to ensure the accuracy and reliability of the information provided in these links, Ayush Agarwal cannot guarantee that the information is complete or free from errors.
I, Ayush Agrawal, am registered with SEBI as an Individual Research Analyst under the registration number INH000013013, effective from September 14, 2023.
I offer paid research services.
Opinions expressed regarding specific securities are not investment advice and shall not be treated as recommendations.
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We cannot guarantee the completeness or reliability of the information presented.
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