The 6.3% GDP growth in 2QFY2018 indicates that growth in the economy is rebounding, and we believe that, Indian economy is primed for growth with implementation of GST reform, strong macros and uptick in the global economy. Our belief in the India story continues to remain strong with positive sales data reported by the automobile companies (strong consumption trend) as well as change in the FII’s position on India. Angel One’s Top Picks Portfolio continues to perform well with 38% alpha generated over BSE 100 during the last two years.
