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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 experiencing significant growth driven by global supply chain shifts and government initiatives. Notable developments include Dixon Technologies' deal with Vivo, which is expected to substantially increase revenues, and Syrma SGS Technology's joint venture with Kaga Electronics, aimed at improving margins and market access. This resurgence is crucial as it indicates a shift in demand dynamics, particularly towards higher-priced mobile devices, impacting overall market strategies.