GST Cuts 2025: Top Beneficiary Sectors & 5 Stocks To Buy Now | G Chokkalingam’s Picks

G. Chokkalingam, Founder of Equinomics Research, analyzes the economic effects of recent GST cuts, stating, 'It is going to make a tremendous impact'. He explains that the concessions, targeted at the low and middle-income class, will have a significant multiplier effect due to a high marginal propensity to consume. Chokkalingam notes that while the stock market has largely priced in the GST implementation, certain sectors stand to benefit further. He identifies the tyre industry as well-positioned due to reduced input costs and a direct rate cut, recommending MRF. Bajaj Auto is another top pick as a major beneficiary. For the festive season, he suggests stocks including FDC Limited, Coal India, L&T, CDSL, and KCP Limited.