Due to rapid growth in technology, India's Manufacturing sector is growing tremendously and has the potential to give tremendous returns in the future. In the manufacturing sector, I would say that Electronic Contract Manufacturing (ECM) as we are growing our manufacturing base due to the various disruptions happening in the world. So, in this video, I, Vivek Bajaj, will take you through Electronic Contract Manufacturing Stocks and how you can invest in them to play momentum!!
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Vivek Bajaj co-founded Kredent Infoedge, an enterprise involved in simplifying finance for everyone. He has over 15 years of experience in the financial market. He is a chartered accountant and company secretary and has an MBA from IIM Indore. He began his career as an analyst and created one of the largest derivatives trading desks in eastern India with over 150 traders and one of the top algo trading desks in Mumbai. He is passionate about data, technology, and education. For the last six years, he has empowered people with the proper learning and analytics in finance through his online ventures elearnmarkets.com and StockEdge.
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00:00 - Momentum Investing
00:19 - Identify Investment Themes
01:33 - Manufacturing India
02:42 - Indian EMS Industry: The Next Big Theme to bet on!
04:27 - How big is the Opportunity?
07:23 - EMS Market in India
07:47 - Range of services offered by EMS companies
09:21 - Key Growth Drivers for Electronics
10:16 - External Triggers that led to a positive impact on the Indian EMS industry
11:33 - How is the government promoting the electronics industry for domestic production?
13:17 - Types of EMS - OEM & ODM
14:54 - Key Risks
16:43 - How to evaluate such companies?
18:36 - Electronic Manufacturing Service Stocks
20:40 - How to Invest in stocks?
25:14 - Future Investment Themes that will grow in India
26:17 - End notes
