Finding winning stocks getting tougher, bottom-up ideas key: Sridhar Sivaram

July 30, 2025

Sridhar Sivaram maintains a cautious view but expresses optimism for the second half of the year. He anticipates a potential shift in market leadership away from financials. Electronic Manufacturing Services is showing strong growth, driven by the Apple ecosystem. Sivaram suggests waiting for dips to enter the EMS sector.

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