Dixon, Amber, Syrma: Harshit Kapadia on why India's EMS sector is back on the radar & which stocks to buy now

India's electronics manufacturing sector is poised for decades of growth, fueled by global supply chain shifts and government support. Experts see reasonable valuations after recent corrections. Key developments include Dixon Technologies' significant deal with Vivo, potentially boosting revenues substantially, and Syrma SGS Technology's JV with Kaga Electronics, promising higher margins and market access. While supply chains are stable, demand for mobile phones is shifting towards higher prices, impacting volume growth.