Shumita Sharma Deveshwar

Director, India Research
+91 98718 22780

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Recent India research

* India: Stake sales to test Modi’s political will, Shumita Sharma Deveshwar, 10 Aug 2017
* India: Competition with China enters new phase, Amitabh Dubey, 3 Aug 2017
* India: Smooth GST rollout masks important risks, Shumita Sharma Deveshwar, 27 Jul 2017
* India: Politics hampers RBI’s battle for credibility, Shumita Sharma Deveshwar, 13 Jul 2017
* India: Food deflation changes electoral dynamics, Amitabh Dubey, 7 Jul 2017

See all our India research >>

Goods and services tax reform is finally on the way

Overview

With the introduction in late March of a constitutional amendment in parliament, India’s biggest tax reform to date – the goods and services tax – moved an important step closer to final implementation following years of debate and political negotiation. In view of the repeated delays to the rollout of this new tax, investors have not yet priced in its beneficial impact even though we believe its enactment is now...

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