What stocks to play to ride the government’s infra wagon? Sudip Bandyopadhyay answers

Sudip Bandyopadhyay says: “Some amount of caution is creeping in. Remember, we are heading to a result season. Day after tomorrow onwards, the IT big companies start announcing the results and the market will take cues from the results and move on. I think the next main trigger apart from the results will be the budget on 1st February.”