On the other hand, seasonal stocks, as the name suggests, depends on the seasons.
Like in summer, demand is high for ACs, refrigerators, invertors, fans, health care products, travel, Hotels, aviation, retailers. In monsoon, fertilizers, pesticides, seeds, all agrochemicals and basically all agricultural products demand is at its best. Monsoon season means demand for cement is at its lowest and so it is for paints and other home products. Travel and hospitality also have a lean season when it is monsoon.
Apart from these seasons of nature, there are other man-made seasons. Like the harvest season, which would mean farmers would have more money in their hands and thus buying power goes up. A good monsoon thus heralds good demand on harvest for automobiles, FMCGs, consumer durabales. A poor monsoon or harvest, users in recessionary trends and that is how cyclical stocks will then come into play. Then there is also the festive season beginning from second quarter of the fiscal, upto the end of third quarter. This time of the fiscal, there is Eid, Diwali, Christmas, Navratri; all the major Indian festivals wherein people tend to spend money. There is also a season unique to India : marriage season; where people loosen their purse strings completely. Thats the time for gold - two thirds of the gold consumption in the country comes from jewellery purchases to mark weddings and other auspicious occasions.