overpromise underdeliver!!!

this is what the modi govt has done since coming to power. after promising the moon the ground delivery has been far less than what could have been. for instance can u believe that a business where the demand far far outstrips supply is running on losses...yes it is true in unbeleievable India...indian railways is the business. the result of all this high talk & low deliverance is that indices are at the same level where they were before modi came to power. so only thing & the right thing an investor can do is to identify cos. that are growing inspite of all this under performance & stay invested in them. also keep about 50% of portfolio in debt & invest in growing modestly priced cos. ( very difficult to find)as & when u come across such co. or wait for a big fall & buy then for a sure shot more than 50% return as the market recovers.