Dixon Technologies poised for volume revival as China JV overhang finally clears: Renu Baid Pugalia

India's revised investment rules are unlocking Chinese joint ventures, with Dixon Technologies poised to benefit significantly. The company's pre-built partnerships, including a key display module JV and a stalled Vivo venture, are now on a fast track. While margins will take time to improve, this policy shift removes business volume risks and opens doors for power equipment manufacturing.