BSE Ki Record Kamai! STT Hike Ka Bhi Asar Nahi, EMS Sector Ko Budget Ka Super Boost!

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AuthorKavya Nair|Published at:
BSE Ki Record Kamai! STT Hike Ka Bhi Asar Nahi, EMS Sector Ko Budget Ka Super Boost!
Overview

BSE ne iss baar quarter mein sabse zyada revenue banaya hai, aur STT hike ka bhi zyada impact nahi dikha. Plus, EMS sector ko budget mein **₹40,000 Crore** ka support mil raha hai. Textile sector mein thoda tension hai.

BSE Ki Dhamakedar Performance!

BSE Ltd. ne latest quarter mein apna sabse bada revenue record kiya hai. Jab STT hike ki wajah se trading activity par impact ki chinta thi, BSE ka performance phir bhi zabardast raha. Ye sab transaction volume badhne aur naye clients judne ki wajah se possible hua hai. Mayuresh Joshi, jo ki Marketsmith India ke Director-Research hain, unka kehna hai ki STT hike se short-term mein trading activity par thoda effect pad sakta hai, par BSE ke revenue ke liye growth drivers bahut mazboot hain. Unka kehna hai ki share ki valuations thodi high ho sakti hain, par BSE ka momentum abhi bhi dikh raha hai.

EMS Sector Ko Budget Ka Sahara!

Ab baat karte hain EMS (Electronics Manufacturing Services) sector ki. Budget mein is sector ke liye ₹40,000 Crore ka bada support diya gaya hai. Isse Amber Enterprises India Ltd. aur Dixon Technologies (India) Ltd. jaisi companies ko bade orders milne ki poori umeed hai. Ye paisa companies ko growth dega aur unke margins bhi improve kar sakta hai. Haalanki, is sector mein valuations kaafi high hain, par growth-oriented investors ke liye ye ek achha mauka ho sakta hai kyunki aage orders ki visibility achhi hai.

Textile Sector Mein Thoda Tension

Textile sector ki baat karein toh, global market mein competition kaafi badh gaya hai, khaas kar apparel aur home textiles mein. US, India aur Bangladesh ke beech mein chal rahe trade arrangements ki wajah se situation aur complicated ho gayi hai. Joshi ji ko lagta hai ki ab profit booking ka time aa sakta hai, kyunki Bangladesh abhi bhi zyada competitive price offer kar raha hai. Lekin, jo companies poori value chain manage karti hain – matlab yarn banane se lekar finished fabric tak – un par kam asar padega. Ismein KPR Mill Ltd. aur Vardhman Textiles Ltd. jaisi companies better position mein dikh rahi hain. Indo Count Industries Ltd. bhi apna capacity expansion aur US mein jo pillow manufacturing facility hai, uski wajah se future mein tariffs aur competition ke impact ko manage kar sakti hai.

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