How GST Cuts, Consumption & Tariffs Could Trigger a Market Rally | Ajay Bagga | Business　 #ETNOW

The worst of IT earnings may be behind us, with recovery expected in FY26. AI adoption, global macroeconomic easing, GST and income tax cuts, and infrastructure spending are set to boost order flows and market performance. While markets have underperformed India historically, positioning remains positive, and expert guidance suggests potential rallies ahead of earnings improvements.

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