Jan-Feb is usually a gala time for those predicting the future of the market. Every year we had the Planning Commission throwing out figures of the likely infra investment India needs, and speculators used those to run up stocks. The Economic Survey and Railway Budget added extra zings to the Annual Budget. However, very few of the promises made in previous budgets have actually fructified.  What will it be like this time ?

The NITI Aayog has recently been constituted, so it won't have time to spell out any nitis. I expect the Budget to be full of talk, minor tinkering, and no concrete action -- very similar to the last few budgets we have had.