It's time to shift back to value stocks and bet on cyclical plays

We should be prepared for a rotation into under-owned sectors and more of cyclical plays, says Ajay Bagga, market expert.
It was an interesting flavour to the week as saw banks and real estate beginning to move; IT and pharma took a little bit of a breather. Was it encouraging to see the momentum shift to a slightly broader segment of the market?
Yes, there are three big trends in the market currently. The biggest is the US election event risk coming up. Till we get some clarity on that, I would be a little circumspect on the market and I am expecting some amount of money to be taken off the table.

Click here to read more>>