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EMS ELECTRONICS MANUFACTURING
'India is on the wrong side of the AI trade': Emkay's Nirav Sheth sounds the alarmIndia is on the wrong side of the AI trade, warns Nirav Sheth. Foreign investors are chasing AI growth abroad, impacting Indian markets. In...
PCB makers seek 50% price hike as Iran war crushes supply chainsDomestic PCB manufacturers are demanding a 45-50% price increase and duty exemptions for imported components due to escalating production c...
Q4 earnings review: Motilal Oswal highlights broad-based beat on estimates, lists 6 sectors that exceeded expectationsMotilal Oswal said Q4 FY26 earnings surpassed expectations, with aggregate profits rising 16% year-on-year against its 8% estimate. Strong ...
Why India's mid & smallcaps are outrunning Nifty 50 & where to invest now? Rajesh Kothari explainsIndian mid and smallcap stocks are surging ahead of largecaps. This divergence is driven by robust earnings. Many mid and smallcap firms ar...
The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...
Competition heats up in India’s smartphone manufacturing sector as PLI winds downIndia's Android smartphone manufacturing is heating up. As a key government scheme concludes, companies are competing fiercely on price. Br...
Why foreign investors are exiting Nifty giants to hunt in India's small and midcap marketForeign institutional investors are shifting their focus from India's top blue-chip stocks to a wider array of mid- and small-cap companies...
IT sector a contrarian opportunity at current valuations: Aditya ShahAditya Shah of Hercules Advisors identifies power, banking, chemicals, and real estate as promising sectors for long-term growth amidst glo...
Execution and balance sheet strength will decide EMS sector winners: Praveen SahayInvestors are now prioritizing financial discipline in the electronics manufacturing services sector. Companies are expanding and investing...
India markets outlook: Varun Goel sees opportunity in 4 sectors amid geopolitical tensionsIndian equity markets are in a rangebound phase, presenting opportunities for investors. Strong macroeconomic fundamentals support a positi...
Holding stocks is harder than finding them: 10 mid- and small-caps stocks that may be worth holding on toHolding a stock is not an act of blind faith. It is not refusing to change one’s mind. It is not averaging down because the stock has falle...
Kaynes Tech shares fall another 5% a day after crashing 20%. What brokerages fear the most?Kaynes Tech shares extended losses, falling another 5% after a 20% crash following weak Q4 earnings. Profit declined 22% YoY despite 26% re...
Kaynes Technology shares plunge 19%. Why JPMorgan, Nuvama downgraded the EMS stockKaynes Technology shares plunged after the company’s Q4 results disappointed investors on multiple fronts, including a revenue guidance mis...
Kaynes Technology Q4 Results: Profit falls 22% YoY to Rs 91 crore; revenue jumps 26%Kaynes Technology posted robust quarterly revenue growth driven by strong electronics manufacturing demand and expanding execution across s...
Dixon Tech Q4 profit falls 36% despite revenue growth and expansion plansDixon Technologies reported a sharp decline in quarterly profit due to weak consumer demand, rising component costs, and the end of PLI ben...
Portugal eyes bigger role in India’s infrastructure, manufacturing push as trade ties deepenPortugal's Minister of State for Economy, João Rui Ferreira, expressed readiness to contribute to India's infrastructure goals, highlightin...
$100 crude & 95 rupee: Why Arvind Kothari is still buying these 5 emerging themes despite the warDespite economic headwinds, Niveshaay's Arvind Kothari sees opportunity in market dips, doubling down on high-conviction themes like electr...