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We are at the cusp of a significant economic revival in India which will translate into corporate performance, earnings and thus strong markets. Sit tight and enjoy the ride.Over the next year till the end of 2016 we should be able to see a 30% rally in the Indian stock markets.

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The outperformance really took off after the fall of May 2004. At the beginning of the BRICS rally in 2003, equity markets constituted just around 2-3% of world market capitalization. As of now, they are at around 20%. Over the next two decades, this will move towards at least 50%, if not more. Decoupling Phase II is around the corner. Choose to play it or miss it.

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As we enter into the 11th month of the new government, the initial feeling of Euphoria is giving way to some despondency and a feeling that nothing much has changed and there is no move forward. While it is true that there are elements of policy as well as implementation that could have moved faster the fact is also that a lot has been done and the impact of the same will be seen on the ground over the next 3-6 months.

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