GST rate cut to lift apparel retailers’ revenue growth by 200 bps, says Poonam Upadhyay

GST rate cut to lift apparel retailers’ revenue growth by 200 bps, says Poonam Upadhyay

In a conversation with ET Now, Poonam Upadhyay, Director, Crisil Ratings highlighted that the latest GST rate cuts are set to significantly benefit organized apparel retailers, particularly as the festive and wedding seasons drive spending to peak levels. “This report is largely focusing on the apparel retailers. The growth will differ across different sectors. But … Read more

FII flows poised for comeback as India’s wall of worry turns into a low fence, says Alok Agarwal

FII flows poised for comeback as India’s wall of worry turns into a low fence, says Alok Agarwal

FII sentiment toward India is showing signs of revival, says Alok Agarwal, Head – Quant and Fund Manager at Alchemy Capital Management. With macro stability, easing global uncertainties, and improving earnings visibility, Agarwal believes the “wall of worry” for Indian markets has now shrunk to a “low fence,” setting the stage for renewed foreign inflows. … Read more

Naidu invites Modi for ‘Super GST – Super Savings’ event in Kurnool and CII Partnership Summit in Vizag

Naidu invites Modi for ‘Super GST – Super Savings’ event in Kurnool and CII Partnership Summit in Vizag

Andhra Pradesh Chief Minister N. Chandrababu Naidu and Prime Minister Narendra Modi during a meeting in New Delhi on Monday. VIJAYAWADA Andhra Pradesh Chief Minister N. Chandrababu Naidu met Prime Minister Narendra Modi in New Delhi on Sunday and extended heartfelt congratulations on the latter’s remarkable 25 years in public service as Head of Government. … Read more

Metals, financials and consumer services to lead next rally: Anand Shah

Metals, financials and consumer services to lead next rally: Anand Shah

Indian equity markets have remained largely range-bound in recent weeks, with analysts pointing to a mix of supportive and restrictive factors behind the muted movement. Anand Shah from ICICI Prudential AMC in an interview to ET Now explained that fundamentals are balancing out. “There has been a benign monetary policy and some fiscal support, like … Read more

ETMarkets Smart Talk| Wealth Creators! Domestic consumption and manufacturing are key themes for the next 5–10 years: Sachin Shah

ETMarkets Smart Talk| Wealth Creators! Domestic consumption and manufacturing are key themes for the next 5–10 years: Sachin Shah

In the latest episode of ETMarkets Smart Talk, Sachin Shah, ED and Fund Manager at Emkay Investment Managers, shared his insights on India’s market outlook and sectoral opportunities. Despite a year of consolidation in the markets, Shah highlighted that domestic consumption and manufacturing are set to be the driving themes over the next five to … Read more

PM Modi interacts with entrepreneurs of Arunachal on GST reforms

PM Modi interacts with entrepreneurs of Arunachal on GST reforms

In this screengrab from a video posted on September 22, 2025, Prime Minister Narendra Modi during an interaction with traders and merchants, in Itanagar, Arunachal Pradesh. Photo: @NarendraModi via PTI Photo Prime Minister Narendra Modi interacted with local entrepreneurs and members of self-help groups in Arunachal Pradesh’s capital Itanagar on Monday (September 22, 2025). He … Read more

Flat markets, GST cuts, and the next big bets: Aparna Shanker on where to invest now

Flat markets, GST cuts, and the next big bets: Aparna Shanker on where to invest now

After a year of flat returns, investors are asking if it’s finally time to put spare cash to work. Aparna Shanker, CIO–Equity at The Wealth Company Mutual Fund, breaks down why GST cuts could be the game changer, which sectors look strongest, and where fresh opportunities are emerging. Edited excerpts from a chat: Given that … Read more

Stock market risk-reward now in favour, time to deploy cash: Kotak MF’s Atul Bhole

Stock market risk-reward now in favour, time to deploy cash: Kotak MF’s Atul Bhole

After nearly a year of time correction and muted returns, Kotak Mutual Fund’s Atul Bhole believes the stock market’s risk-reward has finally turned favourable. With macro stability, government reforms and GST-driven demand revival, he says investors can start deploying cash and raise equity exposure ahead of a potential earnings upcycle. Edited excerpts from a chat: … Read more

Know how much Mahindra cars will cost after GST reduction

Know how much Mahindra cars will cost after GST reduction

Know how much Mahindra cars will cost after GST reduction Source link

Popcorn GST confusion finally pops away

Popcorn GST confusion finally pops away

Finance Minister Nirmala Sitharaman has clarified the “popcorn puzzle” in GST, explaining why different variants of popcorn were taxed differently earlier and how GST 2.0 now simplifies this. Under the new system, all popcorn, whether salted or chocolate-coated, will attract a uniform 5% GST. #Popcorn #NirmalaSitharaman #GoodsandServicesTax #GST #IndiaNews #FinanceMinister #GST2   Source link