We all know that cement is a cyclical business which means that it do gets affected by the vagaries of the nature and weather. We all know that construction activity is down during rainy season and picks in summer season. Thus ideal time to enter in these stocks is just before monsoon ends and one gets good returns in short time.
Thus with above facts as a premise we can say with authority that best season for cement stocks is second half of the fiscal as by than the monsoon effect is over and lag effect post the monsoon has been taken into consideration.
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