How can businesses like Swiggy, Eternal, Honasa and PB Fintech benefit from reduced GST? Sunny Agrawal answers

Sunny Agrawal anticipates GST rationalization to significantly boost consumption, benefiting sectors like auto, real estate, and new-age businesses such as food delivery services. While the pharma sector faces potential US tariff headwinds, CDMO companies and select large players like Lupin and Cipla show promise. The Indian pharma's cost-effectiveness makes significant US tariff impact unlikely.