The Indian markets ended on a losing note on all five trading days of the last week, as global factors once again weighed heavily on the Asian markets.

The RBI has treaded the path of caution by not increasing the policy rate for now. This is a prudent policy directive, attempting to keep the economic growth momentum alive.

Until there is a marked increase in the supply of the red metal, its prices appears well supported by China’s continuing demand driven by rapid urbanization.

Year 2008 will see new launches for mutual fund industry as SEBI has announced a draft proposal to form REIT. Once approved, it will pave the way for SEBI (REIT) Regulations, 2008.

A double-edged sword seems to be hanging on the economy, one being concern on inflation and two, the threat to tax revenues as growth moderates.

Typically, commodities have a positive correlation with inflation and a negative one with stocks and bonds. Therefore, they are a well-advised addition to almost every long-term investment portfolio.

The Sensex at 15,500-16,000 levels is worth buying. It’s an investor-savvy market, a right time to build your lifetime portfolio. I feel the risk-reward ratio is skewed in favor of the buyer.

The Budget is a powerful stroke by the finance minister in the midst of difficult global economic conditions that have raised the spectre of impacting Indian growth.

There were many expectations from the budget from many sides. Taking everything into consideration, though, this is a very good budget, satisfying many while doing relatively little damage.

The Union Budget 2008-09 essentially has a rural flavour as significant emphasis has been placed on inclusive growth.