EMS is seeing rapid growth similar to the IT services boom. There is significant potential in tech-driven financial services, consumption patterns, and component manufacturing. Companies in these sectors are innovating and building substantial customer bases. Growth opportunities are appearing in traditionally overlooked sectors, and careful evaluation of valuations is essential for long-term investment success.
Cement sector sees 5% price surge in Q1FY26; UltraTech, JK Cement top buy
The Indian cement sector demonstrates resilience with rising prices despite subdued demand, particularly in the South and East regions. Capacity expansions are expected, potentially intensifying