Digant Haria concludes that EMS is India’s most visible Make-in-India success. Despite high valuations, he sees long-term promise in companies like Dixon. He also reiterates his preference for mining PSUs and undervalued financials. Digant Haria encourages investors to position for future growth by staying diversified and patient.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)