high repo rate, high inflation = INVEST in commodity10%, agri, gold and silver,

metals, defensive 3.9% make big investment in money market

DONT INVEST in gov. security,AAA

share,BBB and CCC, capital goods negative,finance, it will in
negative.
-----------------------------------

Central Bank to cut reserve ratios

Market Voices: Worse is yet to come

invest - gov security, money market (medium returns), AAA (medium),BBB and CCC(low
but positive return), cap. goods (low), FMCG (medium), gold and silver (constant
@2.8%),agri (medium)

DONT INVEST- commodity,finance,metal

------------------

interest rate is steady, market is recovering ( markets had bottomed last year)

INVEST - CCC,BBB high, AAA(medium) money market and gov secur. medium, commodity
high, cap goods high, finance high, defensive low to medium, gold @2.8%, high in
metals, medium in agri.

-------------

Central Bank advocates tighter lending

Market Voices: More is yet to come

INVEST- money market(high),gov security (medium),AAA(low),BBB (low), CCC(very low),

Commodity (high), cap goods (medium), finance (high),FMCG (medium), agri (medium),
metal (high), gold (medium)
------------------------------------

Finance Minister reinforces faith in the economy

Market Voices: Smart money prefers stocks over bonds. Rainfall has been quite low
this time.

invest- money market, agri,metals (high),commodity(v.high),defensive (medium)

dont invest- gov. security, AAA,BBB,CCC, finance`, cap goods.

-----------------------------

Companies paint layoff plans instead of hiring plans

Market Voices: The stock markets may fall by another 10%

INVEST-AAA,Gov security, medium returns on money market, invest everything only on

defensive others will give negative returns , invest only on gold and agri, metal
will give negative.
----------------------------------

Inflation subsides, Government has introduced Fiscal Expansionary Policies

Market Voices: Smart money prefers bonds over stocks. Rainfall has been greater
than expected this time.

INVEST high in CCC,BBB,AAA,gov security, put everything on capital goods, medium in

finance, put in gold and silver
DONT INVEST in money market,commodity,FMCG, metals, agri

------------------

GROWTH IN FOCUS, TO CUT REPORATES

STOCKS ARE CHEAP AND WILL CHEAPER,RAONFALL HIGH.

INVEST-money market medium, gov. security high,AAA, very high in BBB and CCC,
invest everyting in cap goods, put everthing in gold

DONT INVEST- commodity, agri, metals

_-------------------

finance minister advocated greater lending, growth momentum will get strong

INVEST- CCC,BBB,AAA has hgih returns, commodity medium, cap goods high, finance
high, defence medium, Metal, agri and gold medium.

----------------------

INFLATION IS RAPIDLY INCREASING, CENTRAL BANK RAISE CRR

HEDGE FUND HAS REACHED THE HIGHEST LEVEL

INVEST- money market, commodity, finanance and defense,metal and gold

-----------------------------
Growth numbers come sharply lower than expected
Market Voices: Its a one-off, numbers should be seen as a trend. Risk-Off is the
time to buy!

INVEST in AAA,gov security, finance and defensive, gold and agri. rest, not so much
-----------------------------------------

Asset bubble talks dominate Jackson Hole

Market Voices: Growth unlike last time is fuelled by cautious optimism, days of
blind are far-far away.

INVEST- money market,everything in commodity and defensive, everything will give

you loss, distribute in all 3 more in agri
-------------

G8 Leaders pledge to kickstart global growth

Market Voices: Verbal assurances have rarely resulted in economic results!

INVEST- money market, low in bonds of aa and bbb and ccc, DONT invest in finance go
for commodity,, gold and metal

---------------

Global PMI numbers report encouraging outlook

Market Voices: The pain will only get deeper.

INVEST-money market 2.1,gov sec. 3.4,aaa 4%, lower in bbb and ccc, commodity 2%,cap
good and finance 1.5, negatve in defensive,agri and metal, negative in gold
------------
re-levaragind cycle under way

invest-ccc,bbb,aaa,commodit 7,cap good 9, finance 9, everything in metals.

-------------------------------

gov. increase tax

invest- everyting in money market, everything in commodity and fiannce , medium in
cap and defensive,everything in metal
------------------------
Corporates are cautiously optimistic about the economy
Market Voices: Commodity stocks look attractive. Rainfall has been quite low this
time.

INVEST money market everything, most in commodity, some in defensive,everything in

metal
-------------------------------