In this edition...

  • Market overview: India market update
  • GST 2.0: A reform to accelerate India’s growth trajectory
  • Indian IT sector: Resilience amid global policy shifts

India’s economy remained broadly stable in August, even as the MSCI India Index posted a modest decline and sector performance varied widely.

Policy developments took centre stage with the rollout of GST 2.0, which simplifies the tax structure, aims to improve compliance, and supports formalisation through digital integration. In the corporate sphere, the IT sector continued to adapt to global labour policy changes, reducing reliance on U.S. visa programmes, increasing local hiring, and expanding its role as a hub for Global Capability Centres.

With valuations becoming more balanced and macro indicators steady, how might these shifts in taxation, trade, and corporate strategy shape India’s economic outlook in the months ahead? 

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