GST Overhaul Seen Adding 0.7-0.8% to GDP this Year

BasisPoint Insight

September 5, 2025 at 11:07 AM IST

The Unfinished Business of GST 2.0: EoDB

GST 2.0 has rationalised rates, but unless processes are simplified and mindsets modernised, the promise of genuine ease of doing business will remain elusive.

Srinath Sridharan

September 4, 2025 at 4:30 PM IST

iStock.com

GST 2.0 Shifts India’s Growth Strategy from Highways to Homes

India’s tax overhaul tilts growth strategy back towards households, but the bet on demand revival must not crowd out investment.

Madhavi Arora

September 4, 2025 at 3:13 PM IST

iStocks/triloks

India Hopes GST Rate Cuts Might Have Just Triggered Its Biggest Consumer Boom

India's GST overhaul delivers massive stimulus at ₹480 billion cost, hoping to bolster consumption.

Krishnadevan V

September 4, 2025 at 2:03 PM IST

iStock.com

Opposition’s Silence, Centre’s Smirk

GST Council drama fizzled as opposition states fell silent, leaving the Centre to claim consensus and race ahead with tax reforms.

North (Un)Block

September 4, 2025 at 7:04 AM IST

Finance Ministry

GST Reset Seeks Equity and Growth Amid Fiscal Knot

India’s GST overhaul shifts the burden from households to luxury and sin goods, but revenue losses raise questions over fiscal sustainability.

Dhananjay Sinha

September 4, 2025 at 3:26 AM IST

Finance Ministry

GST Reset May Leave States Largely Unscathed

Revenue fears from GST slab cuts seem overdone. With the compensation cess as a cushion, states face only a modest and manageable impact.

Datametricx

August 29, 2025 at 7:10 AM IST

gstcouncil.gov.in

GST Reboot Risks Fiscal Strain More Than it Promises Growth

India’s proposed GST rejig is being billed as a Diwali bonanza. The risk is that it leaves state finances stretched without delivering a real consumption boost.

N. Srinivasa Rao

August 23, 2025 at 6:59 AM IST

iStock.com

Independence Day, Interrupted by GST

What happens when Independence Day collides with tax reform? For reporters, a holiday turned into GST Day as North Block dropped its surprise two-rate blueprint.

North (Un)Block

August 21, 2025 at 8:53 AM IST

iStock.com

GST Reboot to Test Promise vs Reality

Prime Minister’s promise of a GST reboot has lifted markets, but the risks of patchy passthroughs, state resistance and fiscal strains could blunt the festive cheer.

Rajesh Mahapatra

August 19, 2025 at 6:22 PM IST

istock.com/natbits

India’s Bond Market Faces Harsh Reality as Fiscal Pressures Mount

GST rationalisation gives growth a fiscal lifeline but deepens deficit fears, leaving India’s bond market trapped in a “higher for longer” yield cycle.

Yield Scribe

August 19, 2025 at 4:00 AM IST

iStock.com

Digest

GST Reform Proposal lifts Nifty Auto, Consumer Durable; Fiscal Risks Drag Bonds

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

August 18, 2025 at 2:22 PM IST

Screengrab (PIB)

GST Rate Cuts and Simplification Must Go Hand in Hand

GST reform promises direct cost relief for manufacturers, while exports stand to gain from fixing inverted duty structures and quicker credit pass-through.

Nilanjan Banik

August 17, 2025 at 9:12 AM IST

IStock.com/paulprescott72

GST Reset Faces Revenue and State Test

The Centre’s bold push for a two-slab GST by Diwali promises relief for households and MSMEs, but consensus with states and revenue arithmetic will be the real test.

Najib Shah

August 17, 2025 at 6:17 AM IST

iStock.com

Centre Proposes Two-Slab GST, Lower Taxes on Essentials in Reform Push

The Centre’s proposal will now move to the Group of Ministers constituted by the GST Council, where an agreement will hinge on the state governments’ comfort with the potential revenue impacts of lower rates.

BasisPoint Insight

August 15, 2025 at 9:19 AM IST

iStock.com

GST Rate Cuts Can Lift Demand, But Fiscal Balancing Will Be Key

Cutting GST rates on essentials could spark a broader demand revival than past schemes, but fiscal space and state consensus will decide success.

Dhananjay Sinha

August 15, 2025 at 8:08 AM IST

istock.com/natbits

The Bureau

GST Overhaul Seen Adding 0.7-0.8% to GDP this Year

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Market Makers

Sarci-Sense: About Silent Goodbyes & How Middle-Age Friendships Disappear

iStock.com