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Sanjay Ahuja

4th Feb · SEBI-Registered Analyst

ELECTRONICS MANUFACTURING STOCKS GAIN AFTER US-INDIA TRADE AGREEMENT

Semiconductor and electronics manufacturing stocks (EMS) such as

DIXON
,
KAYNES
, and
CGPOWER
are in focus after the landmark bilateral trade agreement between India and US in which the tariff on Indian goods were slashed from earlier 50% to now 18%. It is beleived that the India-US trade deal can be a major catalyst for India's electronics, semiconductor, and technology ecosystem. Indian EMS companies will get better market access, enabling smoother flow of capital equipment and advanced technologies. The agreement significantly enhances India's attractiveness as a global manufacturing and innovation hub.

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