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Will Mamatha outsmart Lalu in the Railway budget

Stock markets are ignoring the railway related stocks (Kalindee, Texmaco, Titagargh...etc.,). Market sentiments are that Mamatha is not doing any great in terms of growth plans. These stocks were the creams when the railway budgets were presented. She has to do wonders to get the support of the market.

Tomorrow (24th Feb) is the Railway budget and India expects something from the Mamatha's team:
  • More faster trains
  • No increase in fares
  • More thrust to PPP (Private Public Partnership) - ACC, L&T & Adani may benefit.
  • Increase revenue through freight (transportation)
  • More connecting rails
Let us see how the market reacts after the Railway budget. Keep an eye on the stocks.

Cheers,
Gopal

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