Which Stocks & Sectors Will Benefit From The GST Reforms

In this series of Market Guru, Sandip Bansal, Deputy CIO at ASK Investment Managers, shares his insights on the GST rate rationalization and its impact on the Indian economy and key sectors. Bansal calls the GST rejig a major structural reform that will boost consumer demand, ease doing business, and support the domestic economy. He highlights that cement and consumer discretionary sectors are likely to be the biggest beneficiaries, thanks to the rate cut from 28% to 18%, while some sectors moving to the 40% slab could face a negative impact. He also believes the move could help control inflation and potentially pave the way for RBI rate cuts in the future. Listen in