Which sectors of A shares are defensive? What is periodic?

Defensive sectors: tourism biopharmaceuticals, alcohol, food, retail and agricultural fertilizer seeds, which generally appear in a bear market or when the market falls. Just based on historical data, I don't know in the future. To put it bluntly, it can fight inflation. For example, in terms of food, clothing, housing and transportation, if a person is sick, he must see a doctor. If the medicine is expensive, he has to spend money. When he is hungry, he invites customers to dinner, and you have to pay. Only farming can have food, and then there will be seed pesticides and fertilizers!

Cyclical sectors: finance, real estate, steel, machinery and equipment, non-ferrous metals and coal energy. Because these stocks are relatively large, whether the market can move depends on whether these sectors can be pulled up in rotation or whether a sector can be pulled up. For example, last year 1 October1day, driven by coal color, a wave of wavelet bull market appeared later. This year, the mechanical sector led the rise, with the second echelon being colored, coal, cement and the third echelon.

What I said is not very comprehensive, I hope it will help you! !