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Overall stage is set for a strong recovery going into the year 2016. When everyone is talking of risks, it’s time to make returns.

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Excessively tight monetary policy at a time when it is unwarranted, is slowing down economic recovery, job creation and also reducing Indian manufacturing's competitiveness as the cost of capital in India is much higher than other competing countries.The need of the hour is to boost growth and reduce joblessness in the economy, which is reaching alarming proportions.

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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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We are at the lower end of growth as well as earnings growth in India today. Recovery is around the corner and should sustain for a few years atleast. This is not the time to be fearful. Do not listen to the fear mongers. The time for fear will come but it is still a few years away. Equity is going to generate significant wealth for those who can look through short term events.Economic and Stock Market trends are long term and we are at the cusp of an upcycle. Do not fear the FED as long as they are doing the right thing.

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Markets seem to have got all the positive news it was looking for in the near term. The corrective move that has started can be sharp and swift. It will provide the base for a stronger move later in the year. PSU Financials as well as Technology stocks look most vulnerable at this stage. A decent sized correction will give good opportunities to pick up stocks in a year which is likely to be a stock pickers market.

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