With the new GST regime swallowing up more than a dozen indirect taxes this time around the budget speech is unlikely to pack any nasty surprises for stocks. But since all the focus will be on the farmer package the stock to look at would be some of these farm oriented names Mahinda & Mahindra (M&M), Escorts, Jain Irrigation etc. since we are expecting an Orissa based KALIA scheme or an Madhya Pradesh based Bhavantar scheme to come through.
