Intermediate
Practice Drills: Building a Business Cycle Positioning Framework
A drill-heavy course for investors and finance professionals who understand the business cycle in theory but have never turned it into a decision process. You build one framework from scratch for a sample ₹25 lakh Indian multi-asset portfolio: choose and source the indicators, score them, combine them into a phase call, test that call against sixteen years of Indian history including the years it would have got wrong, translate phases into sized allocation tilts with costs and taxes counted, and finish with a working Google Sheet and a quarterly positioning memo. Educational practice only, not investment advice.
Business CycleMacro IndicatorsAsset AllocationSector RotationTactical TiltsRebalancingIndian Macro Data
MODULES
5
DURATION
~3 hrs
TRACK
Macro & Markets
What You'll Master
Pick a compact dashboard of Indian growth, inflation, rates, credit and market indicators that actually lead the cycle
Source every indicator from free public data: MOSPI, RBI DBIE, GST releases, PMI and NSE
Convert raw indicators into z-scores and direction signals that can be compared and combined
Map India onto a growth and inflation quadrant and build one composite cycle score
Deal honestly with reporting lags, data revisions and indicators that disagree
Date India's cycle phases from 2008 to 2024 and check how sectors, gilts, gold and cash behaved in each
Write a phase-to-allocation playbook with strategic bands and capped tactical tilts
Choose the right instruments for each tilt: sector index funds, gilt funds, gold ETFs and liquid funds
Set rebalancing triggers and hysteresis rules so the framework does not overtrade
Build the whole framework in a Google Sheet and write a quarterly positioning memo from it
Access Level
LEARNER
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates
Curriculum Breakdown
Chapter 1: Setting Up the Drill
3 Lessons▶
Drill Setup: The ₹25 Lakh Portfolio, the Framework We Will Build, and What Cycle Positioning Cannot Do9 min read
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Drill: Picking Your Indicator Dashboard Across Growth, Inflation, Rates, Credit and Markets12 min read
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Drill: Sourcing Every Indicator from MOSPI, RBI DBIE, GST Releases and NSE11 min read
Chapter 2: Scoring the Cycle
4 Lessons▶
Drill: Turning Raw Indicators into Z-Scores and Direction Signals12 min read
▶
Drill: Placing India on a Growth and Inflation Quadrant Map11 min read
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Drill: Weighting and Combining Indicators into One Composite Cycle Score12 min read
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Drill: Handling Reporting Lags, Data Revisions and Conflicting Signals11 min read
Chapter 3: Testing the Framework on Indian History
3 LessonsChapter 4: From Phase Call to Positions
4 Lessons▶
Drill: Writing the Phase-to-Allocation Playbook with Strategic Bands12 min read
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Drill: Choosing Instruments for Each Tilt: Sector Index Funds, Gilt Funds, Gold ETFs and Liquid Funds11 min read
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Drill: Sizing Tilts and Setting Rebalancing Triggers That Do Not Overtrade12 min read
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Drill: Counting the Cost of Tilting: Exit Loads, STCG, LTCG and Slippage11 min read