Searched for
TRANSMISSION OF GST CUTS
Don't wait for FIIs: Nippon MF CIO Sailesh Raj Bhan on why market will rise before foreign money returnsIndian equities offer rare discounts for investors. Nippon India Mutual Fund's Equity CIO, Sailesh Raj Bhan, advises accumulating world-cla...
Macro, the Mightiest: Why India’s biggest macro variable still falls from the skyThe 2026 monsoon comes with a clear warning: Rainfall is forecast at 92% of the long-period average, with higher-than-usual probability of ...
The economy’s next adjustment will come at the pumpIndia faces rising fuel prices to manage its trade deficit. Foreign investors are selling Indian stocks, pressuring the rupee. Higher fuel ...
Markets overlooking macro stress, says Kunal Vora amid oil and currency shockDespite a calm surface, Indian equity markets face mounting macroeconomic pressures from rising crude oil prices and a weakening rupee. Exp...
Asset allocation: Buy smallcap banks, avoid largecap IT, bet on power, consumption: Rakesh VyasRakesh Vyas of Quest Investment Managers sees market volatility as a buying chance. He favors smallcap stocks benefiting from government st...
Shelter from Spike 'n' Supply Storm: West Asia tensions test India Inc’s resilience to energy shocksEscalating tensions in West Asia highlight India’s vulnerability to energy and logistics disruptions. Even without supply cuts, higher frei...
Oil prices to settle at $75-80 in 2 months, Nifty to touch 29K by March 2027, says Emkay. Here’s whyEmkay Global Financial Services expects crude oil to stabilise at $75–80 within two months and sees the Nifty 50 hitting 29,000 by March 20...
Corporate credit profile resilient in FY26 with higher rating upgrades: ICRAIndian companies showed strong financial health in 2025-26. Rating upgrades outnumbered downgrades, indicating robust balance sheets and st...
'GST cuts shave 0.12 pp off October retail inflation'With October's retail inflation dipping to a historic low of just 0.25%, recent GST reductions are starting to show their impact, albeit su...
Markets likely to stay range-bound in near term, gain momentum in H2: Mahesh PatilIndian equities may remain range-bound in the near term but are set to pick up momentum in the second half of the fiscal, driven by earning...
Consumption will drive growth, not investments: Indranil PanFitch raised India’s FY26 GDP forecast to 6.9% on strong demand, GST changes, and potential rate cuts, while Yes Bank slightly increased it...
GST Diwali Dhamaka has a catch, but govt is watchingThe government is closely monitoring businesses to ensure that the recent GST rate cuts reach consumers, especially during the festive seas...
Parag Milk, other agriculture and dairy stocks rally up to 7% after GST cutsAgri and dairy stocks like Parag Milk, Dodla Dairy, and Kaveri Seeds gained up to 7% after the GST Council slashed rates on fertilisers, fa...
GST cut on insurance premiums may lower costs, insurers brace for near-term impact: ReportThe GST Council is considering GST rate cuts on health and term insurance, potentially lowering premiums for policyholders. While a full ex...
GST reforms will eventually impact market interest rates: Saugata Bhattacharya"In principle, monetary policy is always ready to support growth, but not at the cost of price stability. The proposed GST rate slab transi...
Must keep in mind GST revamp impact on tax collection, fisc: MPC member BhattacharyaMinutes from the MPC meeting revealed discussions about potential rate cuts, but concerns over transmission, trade tariffs, and food inflat...
Expect rate cuts to continue once inflation comes down: PK Gupta, SBIThe banks have done most of the transmission and the remaining will happen in the coming months.
After the breathless rally, let’s do a reality check on economyGrowth has been propped up recently almost solely by government expenditure.
23 goods and services to get cheaper from January 1 as reduced GST rates kick inThe GST Council on December 22 cut tax rates on 23 goods and services, including movie tickets, TV.
Big hit for small savers ahead of GST, govt slashes saving ratesBanking stocks were trading mixed after the reports of the rate cut on small saving schemes.