Gautam Trivedi of Nepean Capital remains optimistic about India’s EMS sector, highlighting Dixon’s growth potential. He notes the US economy’s strength and persistent inflation, impacting potential Fed rate cuts. FIIs are returning to India, but domestic flows heavily influence market valuations. Power and wind energy are identified as key sunrise sectors with multi-decadal growth prospects.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets