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Why Investec is bullish on India's electronics export story
India's recent trade agreements and rising investments in manufacturing are helping improve the country's position in global supply chains. According to Investec Capital Services' Head Equities Mukul Kochhar, electronics exports are among the best-placed segments to benefit from this trend. Besides EMS, he sees strong opportunities in original design manufacturing (ODM) and defense electronics as Indian companies deepen their presence in the global electronics market. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
India's Electronics Mart eyes new markets as tech hubs fear job losses
Electronics Mart India is diversifying its store presence beyond Hyderabad due to concerns about potential AI-driven job losses impacting consumer spending in the tech hub. The retailer plans to invest significantly in opening new stores, particularly in Kolkata and the New Delhi region, to reduce its dependence on the IT sector.
Five Stocks To Buy: Dixon Tech, Belrise Industries, Marksans Pharma And More | June 10, 2026
Top picks include blue-chip electronics manufacturers, expanding auto components players, mid-tier pharma exporters, and major private and public sector banking stocks.
Chinese production continues despite tech transfer curbs
Chinese electronics companies are pushing ahead with their India expansion. Brands like Hisense, Haier, and Oppo are increasing local manufacturing and exports. Contract manufacturers report no policy changes affecting overseas investments. Hisense is becoming more ambitious in India, expanding its product range. Haier plans a new manufacturing plant.
Indian tech firms Sahasra and Zoho showcase Asian ambitions at COMPUTEX 2026 in Taiwan
Indian electronics and software firms Sahasra and Zoho exhibited at COMPUTEX 2026 in Taipei, seeking partnerships and exploring growing opportunities across Asian markets.
Japanese stocks rally on ceasefire hopes and strong data
Domestically, Japans retail sales grew at the fastest pace in a year, while industrial production unexpectedly rose, adding to the positive momentum. Tech and electronics stocks led the gains, with Kioxia up 7.5%, SoftBank Group rising 5.1%, Murata Manufacturing advancing 12.7%, Taiyo Yuden gaining 13.9%, and Ibiden Co climbing 16.5%. For the month, the Nikkei gained 11.88% and the Topix 6.17%, driven largely by renewed enthusiasm around artificial intelligence.
LG Electronics India-parent shares surge 27% after showing automotive innovations via Google tech
The global android automotive OS market, which was valued at $895.6 million in 2025, is likely to reach $2.14 billion by 2035, according to Future Market Insights estimates.
Five Stocks To Buy: Dixon Tech, CEAT, Piramal Finance And More | May 25, 2026
Top picks include rubber recycler GRPL, tire major CEAT, financial services firm Piramal Finance, electronics manufacturer Dixon Technologies, and telecom gear maker HFCL.
Q4 Results LIVE Updates: Sanghvi Movers shares surge over 12%; Jubilant Foodworks down 7%
Q4 Results LIVE Updates: ITC, Aurobindo Pharma, LIC, LG Electronics, Ashoka Buildcon, Bikaji Foods, Datamatics, Engineers India, GMM Pfaudler, Happy Forgings, Honasa Consumer, Ixigo, Nykaa, Page Industries, Ramco Cements, Max Healthcare, Prestige Estates, MTNL, Sun TV, Quick Heal, RCF, WeWork, VA Tech Wabag, are among the companies reporting their earnings today. The street will also react to numbers reported by Whirlpool, Apollo Hospitals, Sammaan Capital, JK Lakshmi Cement, Lenskart, Ola Electric and others. Watch this space for all the LIVE earnings updates.
Tata Cliq leans on premium brands to stand out in e-commerce race
Ten years since it first launched, Tata Cliq has exited some categories like electronics as it sharpens focus on premium brands like American athleisure brand Lululemon and luxury categories such as watches
Nvidia's push into physical AI sparks rally in Asian tech partners
Nvidia has expanded its roster of Asian partners in recent years, primarily through deeper chip-focused ties with suppliers such as SK Hynix Inc. and Samsung Electronics Co
Ai+ Smartphone, Optiemus plan ₹125 crore India manufacturing push
Homegrown tech brand Ai+ Smartphone has partnered with Optiemus Electronics to manufacture smartphones and other ecosystem products in India. The companies will jointly invest Rs 125 crore over five years, targeting production of three million smartphones and creating over 1200 jobs. This collaboration aims to boost domestic manufacturing and align with the 'Make in India' vision.