Investment Themes

The Investment Themes series is for anyone who wants to get ahead of the market by identifying emerging trends early. Vivek Bajaj will guide you on how to spot these themes and position your investments to benefit when stocks rally.

Due to rapid growth in technology, India's manufacturing sector is growing tremendously and has the potential to yield tremendous returns in the future. In this video, Vivek Bajaj will take you through electronic manufacturing stocks and show you how you can invest in them to play momentum!! Download the PPT used in the video.

What Will You Learn?

Vivek Bajaj discusses momentum investing in India’s electronic manufacturing sector, focusing on contract manufacturing and growth opportunities. He emphasizes identifying themes from government policies and market trends, which can lead to lucrative investment opportunities. By focusing on specific sectors, investors can better navigate market fluctuations.

The Electronic Manufacturing Services (EMS) sector is projected to grow significantly, making it a prime area for investment. The shift from importing to domestic manufacturing is a critical factor driving this growth. India’s lower labour costs compared to China provide a competitive edge. As China’s costs rise due to environmental regulations, India stands to benefit from companies relocating manufacturing.

Initiatives like the Production Linked Incentive (PLI) scheme signal strong governmental support for local manufacturing, which bodes well for the EMS sector’s expansion. Investors should focus on a company’s product portfolio, market size, and competitive positioning to assess potential risks and returns effectively. This helps in making informed investment decisions.

Download the PPT from here.