Why investors should not worry about falling commodity prices

The commodity price boom of 2003-08 coincided with the biggest bull market in Indian history, and the reversal of that trend this year is spooking investors. The oil price collapse has forced sovereign wealth funds of oil producing nations to sell Indian shares, while the metals bust is threatening to ruin the financials of public and some private sector banks. But this is only a small part of the story. The big picture is that India will benefit from the commodity price collapse.