Скачать или смотреть How GST Cuts, Consumption & Tariffs Could Trigger a Market Rally | Ajay Bagga | Business

How GST Cuts, Consumption & Tariffs Could Trigger a Market Rally | Ajay Bagga | Business

The worst of IT earnings may be behind us, with recovery expected in FY26. AI adoption, global macroeconomic easing, GST and income tax cuts, and infrastructure spending are set to boost order flows and market performance. While markets have underperformed India historically, positioning remains positive, and expert guidance suggests potential rallies ahead of earnings improvements.


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Chapters:
0:00 Understanding the Current State of IT Earnings and Future Outlook
2:15 Analyzing Market Valuations and Economic Factors Impacting Growth
4:30 Key Drivers for Recovery: Tax Cuts, GST Impact, and Infrastructure Spending
6:45 Market Sentiment and Earnings Guidance: What to Expect Next