A View from Asia

What does the corporate tax cut in India mean for the portfolio? Samir Mehta provides his analysis. 

  • Samir Mehta
07 Oct 2019
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View PDF   Download PDF  
  • The Indian Finance Minister, in an unexpected move in September, announced a significant cut in corporate tax rates.
  • The one constituency that benefits the most are companies that generate high returns on capital employed.
  • Within this group, the ones which can still grow their top line, even in subdued economic times, stand out as winners.


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