The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & auto

India's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC AMC's Rakesh Sethia highlights structural winners in EMS, aerospace, and auto ancillaries, emphasizing the need for careful stock selection amidst rising valuations. The focus is on companies with strong execution, quality businesses, and export relevance.

Raccontata daeconomictimes.indiatimes.com