印度重大税改细节曝光！传近175种产品消费税或降至少10个百分点

Group 1 - India's government plans to reduce the Goods and Services Tax (GST) on nearly 175 products by at least 10 percentage points, including items like shampoos, hybrid cars, and consumer electronics [1][2] - The GST rate for consumer goods such as talcum powder, toothpaste, and shampoos is expected to drop from 18% to 5%, which is likely to boost sales for companies like Hindustan Unilever and Godrej Industries [2] - The GST rate for consumer electronics like air conditioners and televisions may decrease from 28% to 18%, benefiting brands such as Samsung, LG Electronics, and Sony during the upcoming Diwali shopping season [2] Group 2 - The reduction in GST is anticipated to help mitigate the impact of tariff friction on India's economy, where consumption and corporate spending account for over 60% of GDP [3] - Elara Capital economists suggest that increased consumption could offset the negative effects of the lack of a trade agreement between the U.S. and India [3] - IDFC First Bank Ltd. estimates that the reduction in consumption tax could raise nominal GDP growth by 0.6 percentage points and lower inflation by 0.6-0.8 percentage points within 12 months [3]