Indian macros have seen remarkable improvement over the last four years viz. good growth in GDP, record food production, stable inflation rate and controlled current account deficit (CAD) coupled with three consecutive good monsoons. The key market indices also surged during these years, leaving the valuation metric in the over bought zone. However, the recent concerns relating to rising crude oil prices, falling rupee amid international trade tensions and
tightening liquidity issues have played a spoilsport and the market has seen decent correction over the last two months. Nevertheless, we have selected some good bets and recommend them as our top picks, in order to capture this correction as an investment opportunity. These stocks are likely to offer healthy returns over the next one year owing to their sound business model and expected better performance.

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