When you say “housing sector”, do you have any idea how many disparate companies come under that umbrella term? From the real estate company which buys and develops land, to ceramic companies whose tiles are used to give the final touches to a building, to the housing finance company that is the biggest enabler for the purchase of the house – and a whole host of other segments. And each segment has its own cycle of business. Which is why the housing sector is one where probably owning a whole chain of stock makes more sense than taking exposure to a single stock.