Sector rotation
Materials industries
Filtered to industries inside Materials. Use this to see exactly which groups are carrying that sector.
Best rotation
Metals - Copper
Materials · 52.0% 1M
Highest Stage 2 mix
Packaging
62.5% in Stage 2
Weakest group
Metals - Aluminium
-10.4% 1M · 40.0% Stage 2
Tracked industries
16
2 thin industries (<3 names) excluded
How to use it
When a sector looks strong, check whether the lift is broad or being carried by just one or two industries. Prioritise setups inside the industries with rising returns, healthy Stage 2 participation, and the strongest leader list. Click any column header to sort.
| Industry ↕ | 20d Δ (pp) ↓ | % Stage 2 ↕ | 1M ↕ |
|---|---|---|---|
| Paper Products | +16.0pp was 24.0% | 40.0% | 1.9% |
| Metals - Diversified | +12.5pp was 18.8% | 31.3% | -4.5% |
| Mining - Diversified | +11.1pp was 11.1% | 22.2% | -8.7% |
| Metals - Aluminium | +10.0pp was 30.0% | 40.0% | -10.4% |
| Packaging | +4.2pp was 58.3% | 62.5% | -1.0% |
| Specialty Chemicals | +1.1pp was 47.2% | 48.3% | 1.9% |
| Iron & Steel | +0.4pp was 33.8% | 34.2% | -4.2% |
| Fertilizers & Agro Chemicals | +0.4pp was 15.9% | 16.3% | -7.0% |
| Metals - Copper | 0.0pp was 0.0% | 0.0% | 52.0% |
| Mining - Coal | 0.0pp was 0.0% | 0.0% | 0.2% |
| Commodity Chemicals | -0.8pp was 51.5% | 50.8% | -3.2% |
| Cement | -5.6pp was 13.9% | 8.3% | -8.6% |
| Plastic Products | -17.8pp was 38.9% | 21.1% | -1.0% |
| Diversified Chemicals | -18.8pp was 43.8% | 25.0% | -7.2% |
| Paints | -20.0pp was 40.0% | 20.0% | -5.6% |
| Wood Products | -42.9pp was 57.1% | 14.3% | -5.6% |