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EMS PLAYERS
EMS players rally after govt extends customs duty sopsElectronic manufacturing services players' shares rose Thursday after duty concessions were extended. This relief covers machinery for lith...- Investors looking for shelter from AI storm are turning to IndiaIndian equities are emerging as a stable investment choice amidst global market volatility, particularly as the AI rally cools. While previ...
- Smartwatch-maker Fire-Boltt to enter smartphone market with budget 4G, 5G phonesIndian smartwatch maker FireBoltt is set to launch its Boltt brand of 4G and 5G smartphones in August, targeting consumers priced out by re...
- Dixon, Amber, Syrma: Harshit Kapadia on why India's EMS sector is back on the radar & which stocks to buy nowIndia's electronics manufacturing sector is poised for decades of growth, fueled by global supply chain shifts and government support. Expe...
- India's electronics manufacturing boom faces 'scale without depth' hurdle: KPMGIndia's electronic manufacturing services market is set for substantial growth, projected to reach over $150 billion by FY30. This expansio...
- The safe keepers: Inside India's booming locker economyIndia’s locker economy is booming amid rising gold prices and household wealth. While banks remain the preferred repository, private vault ...
- Vanguard slashes Ola value; War chokes PCB supplyAmerican investor Vanguard has sharply cut the fair value of Ola's parent company. This and more in today's ETtech Top 5.
- '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...
- Pankaj Pandey identifies defence, pharma and consumption as core stock picking themesIndian equities face a mixed outlook due to potential monsoon deficit and uneven corporate earnings. While rural-linked sectors may see pre...
- 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...
- 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...
- FMCG recovery real but modest, banking margins face pressure, power sector demand unstoppable: Anand TandonIndia's earnings season reveals a steady, albeit unspectacular, recovery. FMCG sees rural demand lift, but growth remains modest. PSU banks...
- Tata Electronics aims to be $30 billion business with fab play: CEO & MD Randhir ThakurTata Electronics is rapidly expanding its semiconductor and electronics manufacturing operations. The company has achieved significant reve...
- Crude shock temporary; pharma and EMS are the real bets: Abhay AgarwalGeopolitical fears are driving crude oil prices higher, but Piper Serica's Abhay Agarwal believes this is a temporary, sentiment-driven spi...
- Asus in talks with Indian EMS players to start local laptop manufacturing“Like other brands/ companies we will need to work with the EMS players to leverage the PLI scheme. We are working with our EMS to align wi...
- Dixon forays into ICT hardware; set to open factory in southern IndiaThe home-grown electronics manufacturing services (EMS) player, which already produces smart TVs, LED lighting, washing machines and mobile...
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