Credit Suisse - 2016 top picks

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Overweight on consumption (best play on broad-based pick-up; pay commission), and 
underweight financials (asset quality). 

Likely outperformers: 
Tech Mahindra, 
HUL, 
UltraTech Cement, 
Tata Motors. 

Recommend shedding positions in 
SBI and 
Bharti Airtel.