EMS sector under pressure, fund manager advises caution on overrated stocks

Market expert Parag Thakkar of Fort Capital has advised investors to steer clear of the Electronics Manufacturing Services (EMS) sector, arguing that the stocks remain overrated despite significant price corrections. Highlighting recent issues in specific companies and persistent high valuations, he stated that the theme was overhyped.

Dec 9, 2025 - 10:00
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EMS sector under pressure, fund manager advises caution on overrated stocks
Market expert Parag Thakkar of Fort Capital has advised investors to steer clear of the Electronics Manufacturing Services (EMS) sector, arguing that the stocks remain overrated despite significant price corrections. Highlighting recent issues in specific companies and persistent high valuations, he stated that the theme was overhyped.

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