Market Guru: Can GST Cuts & Govt Reforms Spark A Revival In India Inc Confidence?

In this episode of Market Guru, Business Today speaks with market expert Mr. Ali on whether recent government measures can genuinely reignite confidence in India Inc. He highlights how government action across defence, PSUs and industrial policy has supported markets, yet notes that companies are still cautious about investing without clear demand growth. With a possible GST reduction, direct tax relief, and the need for state governments to cut stamp duties and registration costs, Ali argues that a revival in consumption could set the stage for higher corporate investment. He believes the second half of this fiscal year — and the next — could finally bring the decisive demand growth that businesses need to commit to fresh capacity expansion.