TMS Ep435: Electronics export

In our first story today, we take a peek at the road ahead for India’s electronics exports. In 2018, during the peak of the US-China trade war, Washington had imposed a 25% tariff on a slew of Chinese electronics products. While the move riled China, its smaller competitors rejoiced. They saw an opportunity. Since then, nations like Vietnam, Malaysia and Mexico, have seen a surge in their exports to the US. India, however, seems to have lagged behind. So how can it catch up in the US-electronics exports race?

While the Twitter saga will continue, let us see what is exciting the investors in India. The real estate sector has been on investor's radar. Institutional investment in the sector jumped 37% to 1.65 billion dollars during January-March quarter, driven by higher inflow in office and housing properties. The related stocks, too, have given a stupendous return during this period. So will the sector and the stocks continue to remain a favorable bet going ahead?