Stocks2Watch : India Electronic Manufacturing Theme !! | Vivek Bajaj

Due to rapid growth in technology, India's Manufacturing sector is growing tremendously and has the potential to give tremendous returns in the future. In the manufacturing sector, I would say that Electronic Contract Manufacturing (ECM) as we are growing our manufacturing base due to the various disruptions happening in the world. So, in this video, I, Vivek Bajaj, will take you through Electronic Contract Manufacturing Stocks and how you can invest in them to play momentum!!
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Vivek Bajaj co-founded Kredent Infoedge, an enterprise involved in simplifying finance for everyone. He has over 15 years of experience in the financial market. He is a chartered accountant and company secretary and has an MBA from IIM Indore. He began his career as an analyst and created one of the largest derivatives trading desks in eastern India with over 150 traders and one of the top algo trading desks in Mumbai. He is passionate about data, technology, and education. For the last six years, he has empowered people with the proper learning and analytics in finance through his online ventures elearnmarkets.com and StockEdge.
#vivekbajaj #investmentideas #stockstoinvestin
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00:00 - Momentum Investing
00:19 - Identify Investment Themes
01:33 - Manufacturing India
02:42 - Indian EMS Industry: The Next Big Theme to bet on!
04:27 - How big is the Opportunity?
07:23 - EMS Market in India
07:47 - Range of services offered by EMS companies
09:21 - Key Growth Drivers for Electronics
10:16 - External Triggers that led to a positive impact on the Indian EMS industry
11:33 - How is the government promoting the electronics industry for domestic production?
13:17 - Types of EMS - OEM & ODM
14:54 - Key Risks
16:43 - How to evaluate such companies?
18:36 - Electronic Manufacturing Service Stocks
20:40 - How to Invest in stocks?
25:14 - Future Investment Themes that will grow in India
26:17 - End notes

[@VivekBajaj]

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[@deepakhandaindia701]

I. M ready for intraday challenge feb or march

[@sahaa2411]

I have joined stockedge pro haven't received any kit so far who do i reach out?

[@vinayakchatare863]

नये नये थीम पर विश्लेषण आप बहुत अच्छा बता रहे हो , हमारे लिये बहुत प्रेरणादायी स्त्रोत मिल रहा है , बहुत बहुत धन्यवाद सर. सच मे Stockedge बहुत अच्छा सिद्ध हो रहा है !

[@pravingangarde5249]

i found treasure in you. thanks for such a quality analysis. its rare to find such a great and logical analysis in this cluttered youtube ocean. looking forward to having many more.

[@jitenderbhatia1857]

Electronic Manufacturing Services is truly great opportunity for 🇮🇳 india.

[@sunilshaw751]

Feeling proud to have you sir

[@davinci2030]

very timely shared ,such insightful updates, most appreciated Vijay. 👍🙏👏

[@healthwealthandhappiness51]

અભિનંદન સર આપ કા બહુત ધન્યવાદ

[@prashantjv1]

Thanks for such videos Vivekji

[@naughtymoon2]

Wow ..what an analysis... We are having early bird advantage with you @ Vivekbhai

[@kushalrana6640]

Thank for this amazing knowledge session

[@GauravSharma-wp6sc]

valuable information sir , app se bahut kush sekhne ko milta hai sir , apki video ki wait rehti hai har bar 🙏🙏🙏🙏🙏

[@VivekBajaj]

Always welcome! Keep learning!

[@surajkumarsharma2081]

nice idea of starting STOCKS 2WATCH

[@rajeevmandirutta9616]

I am seeing your video first time…I am very impressed with your focused approach….in depth analysis…..and the simple smiling personality…God bless you 🙌

[@VivekBajaj]

Thanks and welcome

[@rupakacharjee1326]

Vivek sir you are unique 🙏🙏

[@shekharkumarchoudhary5585]

EXCELLENT SIR

[@abhijeetgyal]

Thanks for nice analysis, learnings and teachings! Keep up the great work! Kudos and thanks for sharing!👏👏👏👏👌👍

[@VivekBajaj]

My pleasure!

[@shekhar385]

Very knowledgeable 🙏

[@hfizzr355]

Love from Assam sir

[@ShakirSheikh]

Thanks

[@AbhishekSharma-sl6qc]

Thankyou sir🙏

[@garimagupta2845]

Great job

[@debojit9639]

Thankyou for bringing up this series

[@VivekBajaj]

Your welcome!

[@rajeevmahendra7545]

Great👍👍👍👍👍

[@palakkrish6784]

Thank you sir your video are so knowledgeable. We learn so much from your videos

[@VivekBajaj]

Great! Keep learning!

[@ankushvlogs9285]

Yes, Electronic industry have great future in India...
I am also an Electronic Engg..

[@VivekBajaj]

Great! Keep learning!

[@pawan123paliwal]

Thank you so much sir for sharing valuable information.....i follow STOCKEDGE on regular basis..

[@VivekBajaj]

Great. Keep learning!

[@harishmalhotra8463]

Luv u sir

[@niteshtiwari3210]

Really Sir, You are a knowledgeable guide.

[@VivekBajaj]

Keep watching

[@charanpreetsingh1267]

Wow wow great video sir g

[@VivekBajaj]

Thank you.

[@bulltrader_90]

Dronacharya of stock market. We all are eklavya, forever grateful to you

[@VivekBajaj]

I appreciate your kind words! Thank you.

[@harshaljoshi5866]

Gurudev🙏🙏🙏🙏🙏

[@sandeepj457]

very nice sir,Thank You

[@VivekBajaj]

Always welcome!

[@chandrashekharjakhalekar1746]

Sir, Very Nice info. Thanks a lot.

[@VivekBajaj]

Your welcome!

[@handover007]

Best Wishes for the series and thanks

[@VivekBajaj]

Thank you.

[@dharamsingh6363]

Great job sir

[@VivekBajaj]

Thank you.

[@Skillfulltrader]

Thanks sir

[@VivekBajaj]

Your welcome!

[@ruchilovelovi]

Excellent 💥

[@VivekBajaj]

Thanks ✌️

[@gulshannarang5514]

AAP GREAT HAI SIR

[@VivekBajaj]

Thanks!

[@chhabra28abhi]

Hello sir g...@vivek bajaj
Sir mere paas Elin electronics ke shares ipo tym se ha...
Usko hold karna sahi rhega ???
Please reply....

[@nabendudutta4386]

🙏

[@yashpalsingh-cm4rk]

Good afternoon sir I am learning from your video with Annapurna.

[@VivekBajaj]

Great! Keep learning!

[@gouravagrawal4443]

Very good initiative sir

[@VivekBajaj]

Thanks!

[@zion.2410]

Hello Mr Bajaj we met last week, it was pleasure to meet you in person.. Always love your videos...

[@VivekBajaj]

Glad to hear that! Keep learning!

[@TusharDZope]

Cyient DLM, is it EMS stock?

[@ankitgupta5815]

Thanks for this sir

[@VivekBajaj]

Your welcome!

[@basicknowledgepbhai2555]

Sir aap bahut achha kar rahe ho

[@VivekBajaj]

Thanks!

[@jitenderbhatia1857]

Aapka style accha lagta hain vivek ji.

[@VivekBajaj]

Thanks!

[@pradiptaghosh5680]

Very nice sir

[@VivekBajaj]

Thanks!

[@abhijitdasgupta4870]

Good one 👍

[@VivekBajaj]

Thanks!

[@kushaltrivedi1778]

Great work sir .. But just a request if you can add mutual fund who has this theme at its core than it would be great..
Just a idea that you can work on.

[@pramodvishwakarma9151]

Thank you VBL sir🙏🙏

[@VivekBajaj]

Your welcome.

[@asurakengan7173]

VBL to share hai, VB hua na inka naam to?

[@pramodvishwakarma9151]

(V)ivek (b)ajaj (l)egend

[@ashishthakker8522]

Sir did you forgot to cover kaynes technology and avalon technology in the video or you skipped it due to some reasons? Thanks.

[@sheshiram]

Seriously sir. give me one opportunity to meet you. so much knowledge you are giving as free. thanks sir.

[@VivekBajaj]

Always welcome

[@sunilpandey837]

Aswome sir 🙏

[@VivekBajaj]

Thank you.

[@dheerajpanchal3538]

Sir financial sector outlook pr video banaye.....

[@sunilsky555]

keep going sir

[@VivekBajaj]

Yes, I will.

[@kamleshjain846]

Hey Vivek, can I get the public sources of the information for reference?

[@owais40]

Great learning @Vivek Bajaj Sir. Kindly include Cup with Handle chart pattern in Stock Edge app.

[@VivekBajaj]

Okay. Noted.

[@boredinloop]

Does the sector face interest rate risk? Do explain the repercussions.

[@swapnilpanchal5244]

Namaste sir Vivek sir

[@VivekBajaj]

Namaste

[@sarvadevamajumder9669]

Kindly explore a theme on water treatment & purification ; people though r sleeping over the issue which is going to be quite burning I'm a few years from. now.

[@VivekBajaj]

Okay. Noted.

[@sahaa2411]

Vivek Sir I strongly feel it is not correct to associate iPhone manufacturering as a data point bcoz its just a small part of the pie. One needs to look at chipmakers, consumer durables, copper and aluminium wires, switches etc to be a larger theme. I maybe incorrect on my viewpoints do correct me.

[@puneetkaushal9993]

Sir can you please advice on rubfila international and salzer electronics

[@VivekBajaj]

To get daily Stock Insights from Market Experts join StockEdge Social, click: sedg.in/qeg3ncz9

[@apnajimmy3003]

Omkara small case best for manufacturing theme

[@dreamscometrue8935]

Vivek ji, while talking about theme India, pls echo the fact that we have the best Brains

[@VivekBajaj]

Agreed!

[@chetanagrawal3380]

Second video hidden why sir

[@maheshtiwari1298]

Vivek Ji Paisa sab kuchh nahin hota Jahan dua kaam Karti hai Vaha paissa kam Nahi ......

[@arun8685]

Sir nelco par ek video banaye. Satellite internet ka qya future hai????

[@VivekBajaj]

Okay. Noted.

[@naikhp]

Sir u are using iPhone, However stockedge new versions are updated very late on iPhones.
Hope in future the same updation is done simultaneously on Android as well as iPhones

[@VivekBajaj]

Okay. Noted.

[@marketenthusiast5401]

In sab se related hai ya nai mujhe pta nai .
Lekin jiske naam ke aage electronics ya electric lga hai vo saare stocks acche momentum me hai.
Hpl electronics
Salzer electronic
Schneider electric
Centrum electronics
Bharat bijlee

[@VivekBajaj]

To get daily Stock Insights from Market Experts join StockEdge Social, click: sedg.in/qeg3ncz9

[@debojit9639]

Sir is it possible to make ur watchlist as public so we dont need to create the same watchlist again and follow that

[@VivekBajaj]

Okay. Noted. Let me get back to you.

[@rohitmst]

Vivek Sir, please can you able to add excel sheet download option in trending stock list

[@VivekBajaj]

Okay. Noted.

[@nsrajput70]

SIR YOUR LOGO VB VERY GOOD.

[@VivekBajaj]

Appreciate that! Thank you!

[@anandsinghchouhan3959]

Vivek ji aap trader h ya investor?
Investment abhi fully h ya ℅wise Kya h?
Trader h to kis type k means Kya setup rkhte h

[@VivekBajaj]

I'm a momentum investor.

[@anandsinghchouhan3959]

@@VivekBajaj ok sir, ye bhi accha h, abtk ka kya experience h

[@sanjuchandam]

Sir .
Please tell me intra day . Series

[@VivekBajaj]

You can watch my video on Intraday - ruclips.net/video/zNR_MYrj8EA/видео.html

[@kanikandoi3573]

Dixon
Amber enterprises
Virtuoso optoelectronic
Pg electroplast
Elinmart
Syrma sgs

[@Truthcentral]

Sir please insurance sector pe ek video banaye RUclips pe insurance sector ka koi acha video nahi hai ..

[@VivekBajaj]

Okay. Noted.

[@swapnilpanchal5244]

Vivek sir share market se mahine ek carod Kama sakte hai kya aap mujhe batao Aap please reply dena

[@VivekBajaj]

Watch my video ruclips.net/video/-EeyCG290dM/видео.html

[@natwarpanpalia9724]

Sir wherever you mention opportunity size and other things in Billion Dollars also tell us the same in crores rupees

[@VivekBajaj]

Okay. Noted.

[@natwarpanpalia9724]

@@VivekBajaj Thanks a lot Sir :)

[@deepakhandaindia701]

Don't worry sir just information buy Sula stock Monday and hold 2/3 months than tell me where u invest next OK

[@VivekBajaj]

To get daily Stock Insights from Market Experts join StockEdge Social, click: sedg.in/qeg3ncz9

[@maheshtiwari1298]

Every week ya every month give one stock.(Just Example Kunal sarogi) trust for your and earning bahut Duaa Denge aapko

[@VivekBajaj]

To get daily Stock Insights from Market Experts join StockEdge Social, click: sedg.in/qeg3ncz9

[@generalawareness8726]

महोदय 👏क्या आपके यहां ऑफलाइन कक्षाये, प्रैक्टिकल के साथ, ट्रेडिंग कोर्स करवाया जाता है ? यदि हां तो संपर्क नंबर प्रदान करें

[@generalawareness8726]

Contact no ?

[@VivekBajaj]

There are online and recorded courses at Elearnmarkets.
You can contact 8902475221 for further details.

[@samirkumarsingh2960]

This man once sold a course and then deleted the online content .. and never reverted back

[@CeeBeeThakur]

Gst department to bilkul bhi business friendly kaam nahi kar raha.
Har kuch illegal notice bhej k business ka time aur paisa kharab kar raha hai, aise mahol me business kaha se bhadega chote business man ka

[@VivekBajaj]

Okay. Noted.

[@vaibhavchoudhari7839]

True Semiconductor Stock "MOSCHIP" will double , Upper circuit today

[@shashi20243]

Fundamental v check kar lijiye ek baari phir suggest karo app

[@vaibhavchoudhari7839]

@@shashi20243 check yearly candle, And demand of Semiconductor in Automobile sector, presently shortage of Semiconductor in market so huge demand ...First get complete knowledge then talk

[@shashi20243]

@@vaibhavchoudhari7839 very good bhai main fundamental analysis se bol raha hai aur app technical " high growth p/e mai jab liquidity aata hai na toh Sara technical ka L lga jata hai bhai

[@vaibhavchoudhari7839]

@@shashi20243 ok let's see, my first target 120

[@shashi20243]

Time horizon .?

[@lilamayabehera5480]

THANK YOU.

[@VivekBajaj]

Your welcome.

[@IRSHAD9298]

Sir ye jo stock aap ne bataya hai moment aane par short term ke liye hai ya long term ke liye hai