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1: Never before in history have we seen such explosive growth of the middle class worldwide. This means brand new markets everywhere for everything. 2:History shows returns are much higher for a portfolio formed midway in a recession than one formed midway in a recovery. 3: Despite the market run up since March, takeovers are everywhere which means market pros are seeing good value in select companies. 4: Corporate bond yields are generous especially relative to treasuries 5: Dividends, which are responsible for half the long term return of the market, are very attractive in certain companies
Regards Anand
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