sector rotation, am i thinking about this the right way?

So im trying to understand sector rotation by following money flow. what i’m seeing right now: IT doing well coz weak rupee and banks under pressure (npa + rate concerns), metals volatile, auto slowly recovering… so in theory, overweight IT and underweight banks makes sense. but by the time these narratives are obvious… aren’t they already priced in? how do you guys actually do sector rotation without always being late to the move?