India's Economy Faces GST, Tariffs and Trends

• GST reform poised to boost corporate earnings by second half of FY26.
• Government to use measures to offset tariff impact, aiding industries.
• Market uptrend depends on corporate earnings, fewer global uncertainties.

Sandeep Bagla of TRUST MF discusses India's economic landscape. He covers GST's impact, government responses to tariffs, and the importance of corporate earnings for market growth. A lot is happening!

GST's Potential Boost

The GST reform's role in significantly boosting corporate earnings is a key focus, particularly with strong improvements expected from the second half of FY26. Experts are keen to understand how this will unfold, and if the economy will see more positive developments from this.

Government's Strategy Ahead

The government is expected to unveil surgical measures to offset the impact of tariffs, supporting affected industries. Discussions revolve around additional policy measures, particularly those aimed at boosting the economy and mitigating the effects of tariffs on the nation.

Market's Next Upward Trend

A new leg of the market's upmove is anticipated to be more dependent on the earning visibility of the corporate sector and reduction in global uncertainties. It's a wait-and-watch game, with everyone keeping a close eye on the market's next moves.

India: Savers to Investors?

India's transition from a nation of savers to a nation of investors is a pivotal point. The shift has brought up discussions on the market's future and the potential for a new uptrend. It reflects the evolving financial consciousness of the Indian populace.

FIIs and Tariff Issues

The resolution of the US-India tariff issues may significantly shift the stance of Foreign Institutional Investors (FIIs) towards India. The potential for a more positive outlook from FIIs post-resolution of tariff-related issues is a key indicator.