Wednesday, February 24, 2010

A POPULIST RAILWAY BUDGET!

Union Misinter for Railways Mamata Banarjee will present her second Rail Budget today.Street consensus expects no hike in passenger fares.Though there is a possibility of selective freight rate hike.

No hike in freight rates for foodgrains and fertiliser stocks is expected.However,iron ore, coal and cement freights are likely to go up.

Also a special Railway Security Fund is likely to be set up this Budget.

Private Investments in Railways may get a booster.This will benefit companies like Larsen & Toubro, Adani and ACC.

The Budget may also see the unveiling of a new public-private policy and focus on cost saving and higher efficiencies.  It may boost wagon capacity utilisation. Private companies have made a case for greater wagon purchase. The move is likely to benefit companies like Texmaco and Titagarh Wagons.

Have a great trading day,


Regards,
 Rahul Tawde.

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Welcome to my blog.The name is Rahul Tawde. I have adopted trading as my profession and have been practicing it for over 2 years.This blog is an attempt to reach out to people in the capital markets who trade for a living.I welcome fellow professional traders to come forth with any suggestions to improve my blog and also to improve our trading.