Markets jump as GST 2.0 lifts consumer-driven stocks. What should investors do?

By scrapping the earlier 12% and 28% rates, GST 2.0 promises to simplify compliance and make essentials cheaper. Market participants believe this could set the stage for a consumption revival, with direct benefits for autos, fast-moving consumer goods, cement, housing and financials.

Sep 4, 2025 - 07:00
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Markets jump as GST 2.0 lifts consumer-driven stocks. What should investors do?
By scrapping the earlier 12% and 28% rates, GST 2.0 promises to simplify compliance and make essentials cheaper. Market participants believe this could set the stage for a consumption revival, with direct benefits for autos, fast-moving consumer goods, cement, housing and financials.

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