@Krishna19 apologies for delay in responding. On EMS I was invested in Dixon from i think from 2019/2020 to 2022/23. Then I entered Syrma from IPO period (2022) and exited few months back. Both became expensive for my comfort so sold them. Dixon seem to be mistake as I exited around 3500.
None of the EMS seems reasonable to me now. However, I have found similar trend at reasonable price in telecom products.
In semiconductor I dont have any exposure. Only Ami Org has some portion of semi-conductor chemical play in my portfolio. I am not able to find anything at reasonable levels in the field.
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