Cyclical Stocks

Cyclicals, as a sector, had the highest weightage at 66.6 percent in 2007 reflecting strong economic growth and investment in industries sensitive to economic cycles.

Why 2015 could bring the surprising return of risk

In 2015, economists expect growth to finally surpass 3 percent, but "that's been the expectation for each of those nine years, and we haven't seen it," Jonathan Golub, RBC's chief US market strategist said. "My gut tells me that the economists will prove to be a little bit more optimistic once against."

Need new investors for further leg up; like NTPC: Baliga

Baliga claims to be a contrarian buyer and is bullish on sectors such as power, shipping and large-cap cement companies like Ambuja. He says though power stocks have taken a beating, it is the right time to invest in companies such as Tata Power and NTPC.

Selling to continue but downside to be limited: Citi

John Woods of Citi Private Bank told CNBC-TV18 that the market will continue to witness selling activity for a while but it will not be considerable. But the downside would be limited, he added.

UBS sees earnings muted in Q4 too; bearish on auto, FMCG

Brokerage house UBS expects corporate earnings growth in the current quarter also to be muted, but is advising clients to buy on weakness. UBS is bullish on cyclical stocks and banks, and bearish on automobiles and FMCG companies.

'Macro cues starting to stabilise; move out of defensives'

With macro economic data from around the globe starting to improve, Sakthi Siva of Credit Suisse Asia Pacific believes it is time investors move out of defensives and start betting on cyclical stocks.