Stocks in Action | Rail stocks riding the defence wave | OmniScience Capital View

Vikas Gupta of OmniScience Capital argues that the rise in rail stocks may well be an extension of the broader defence theme. With Operation Sindoor still potentially active, there is likely increased focus on logistics, mobilisation and connectivity — all of which require railway infrastructure. From troop movement to specialised military freight, the railways play a silent but strategic role in national defence.

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https://economictimes.indiatimes.com/markets/stocks/news/mystery-on-the-tracks-the-curious-case-of-rail-stocks-riding-the-defence-wave-without-a-ticket/articleshow/121303936.cms?from=mdr#:~:text=Dr.%20Vikas%20Gupta,in%20national%20defence.