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  • May 16, 2016 - Special Benefits for StockSelect Subscribers (30 Day Delivery!)

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May 16, 2016

Remember what happened on this day exactly two years back?

The BJP had a landslide victory in elections with the promise of Acche Din. The benchmark BSE Sensex touched record highs of 24,000.

But that's just part of the story. Between May 2014 and January 2015, the Sensex gained a massive 33%! All thanks to the Acche Din euphoria.

Unfortunately nothing that happened over these months excited us a lot. Not that we don't aspire for Acche Din. Nor are we doomsayers, rejecting the possibility of economic reforms. But there was too little visibility of an economic revival compared to the expectations. Most importantly, the earnings of Indian companies offered little reason to cheer.

The reason I am writing to you today is because of some visibility of a different kind of Acche Din.

No, Prime Minister Modi has no role in this. And this does not hinge on economic reforms.

Rather it has to do with the core earnings cycle of some of the best listed companies in India.

Now, I am assuming that most of you have been reading about our prediction of almost 70% upside in the Sensex. We did not pull this prediction out of the hat. Rather this has been possible only because we are constantly tracking the performance of hundreds of listed companies versus their long term track record. And that showed us some key reasons why the 70% upside in earnings can be for real.

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