Why EMS is back on radar & what to buy: Kapadia
Synopsis India's electronics manufacturing sector is poised for decades of growth, fueled by global supply chain shifts and government support. Experts see reasonable valuations after
Synopsis India's electronics manufacturing sector is poised for decades of growth, fueled by global supply chain shifts and government support. Experts see reasonable valuations after recent corrections. Key developments include Dixon Technologies' significant deal with Vivo, potentially boosting revenues substantially, and Syrma SGS Technology's JV with Kaga Electronics, promising higher margins and market access. While supply chains are stable, demand for mobile phones is shifting towards higher prices, impacting volume growth.
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