How the ₹23K Cr PLI Scheme Benefits EMS Companies - Dixon, Amber, and Kaynes
India launches PLI scheme for electronic components to boost local manufacturing, reduce import dependence, and accelerate backward integration...
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₹22,919 Cr PLI for Components: A Game-Changer Bet to Deepen Electronics Value Chain
India's INR 22,919 crore PLI scheme for electronic components boosts localization, import substitution, and high-value manufacturing, benefiting...
390 Views
HSIE Results Daily: Bajaj Auto, TVS Motor, Federal Bank, Petronet LNG
Bajaj Auto: Bajaj Auto’s Q3FY25 EBITDA margin at 20.2% was ahead of our estimate of 19.9% and in line with the Bloomberg consensus estimate of 20.2%
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Consumer Durables & EMS (Q3FY25): Demand slackens post some festive cheer
RAC continues to shine aided by second summer season and normal channel inventory thereby supporting overall industry growth. Timely onset of...
358 Views
Ride the Trend Higher in MSCI ACWI and S&P 500; Buy/Stay Long Global Discretionary, Services, Tech
Ride the Trend Higher in MSCI $ACWI and $SPX; We are still bullish as Risk-On Signals Dominate. Ideas to buy/stay long in global Discretionary,...
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