Lookback Archive

Sector Cycle

15 pieces in this bucket

• Lookback: How the Nifty Realty index doubled in 18 months

  11 min read · 2510 words · NEUTRAL · 1mo

• Lookback: How PSU-Defence Stocks Traded from Euphoria to Correction in 18 Months

  10 min read · 2273 words · NEUTRAL · 3mo

• Lookback: How FMCG margins expanded from 2023 lows to 2025 highs

  11 min read · 2377 words · NEUTRAL · 1mo

• Lookback: lookback-sector-pharma-defensive-aggressive-2025-06-11

  13 min read · 2944 words · NEUTRAL · 3mo

• Lookback: How Smallcaps Outpaced Largecaps in the 2024,2026 Cycle

  12 min read · 2675 words · NEUTRAL · 3mo

• Lookback: lookback-sector-it-services-2024-12-02

  15 min read · 3288 words · NEUTRAL · 3mo

• Lookback: How India's power-sector revival traded from late 2024 to early 2026

  8 min read · 1656 words · NEUTRAL · 3mo

• Lookback: How the Metals Cycle Played Out from Sept 2024 to Feb 2026

  12 min read · 2558 words · NEUTRAL · 3mo

• Lookback: How PSU banks outpaced private peers in the 18-month cycle to August 2024

  12 min read · 2710 words · NEUTRAL · 1mo

• Lookback: How the auto-upgrade cycle drove a 18-month rally in Indian auto stocks

  12 min read · 2599 words · NEUTRAL · 3mo

• Lookback: How the Cement Sector’s Consolidation Wave Reshaped India’s Building Blocks

  11 min read · 2385 words · NEUTRAL · 1mo

• Lookback: lookback-sector-quick-commerce-vs-retail-2025-12-23

  10 min read · 2103 words · NEUTRAL · 1mo

• Lookback: How the Chemicals Downcycle Rewrote India Inc.'s Margin Math from March 2024 to September 2025

  11 min read · 2476 words · NEUTRAL · 1mo

• Lookback: How India's capital-goods orderbook swelled and stalled through 18 months of shifting cycles

  12 min read · 2576 words · NEUTRAL · 1mo

• Lookback: lookback-sector-telecom-3-player-economics-2025-01-14

  11 min read · 2326 words · NEUTRAL · 1mo