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Oct 1, 2019

Host Deepak Shenoy (CEO) and Aditya Jaiswal discuss the corporate tax cut and it's impact on the economy and most importantly, on our portfolios.

Read full transcript:


We discussed seven questions:

  1. Corporate tax cuts are fine but why aren’t we talking about the consumption demand? (1:26)
  2. Why corporate tax cuts why not cut personal taxes? (9:15)
  3. How will the government bell the fiscal Cat? (13:00)
  4. Will India finally become the factory to the world? (16:58)
  5. Will the improving profitability lead to re-rating of the Indian market? (21:26)
  6. Why are the Megacaps rallying? (28:30)
  7. Are the good times back for the portfolios? (32:33)