Sectoral tailwinds ( in case of cyclicals) often last for a few quarters, whereas the current ongoing theme can run for slightly longer duration. Non cyclical (or lesser cyclical) sectoral tailwinds often last much longer. Sometimes the picture is very clear and other times its hazy.
As of now there are no clear cut future themes visible to me. It’s more stock specific these days, and I keep posting stocks that I am interested in (with disclosures) in relevant threads.
@Rahul_Bhardwaj I don’t use either tradingview or angel one so no idea about your query.
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