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EMS cos bear brunt of rising costs, wage hikes, rupee fall | Chennai News

CHENNAI: Electronics manufacturing services (EMS) companies saw a sharp increase in costs during Q4FY26, as raw material cost inflation, extended working capital cycles, wage hikes and rupee depreciation squeezed margins. Prices of memory modules surged on the back of global AI-driven demand, while the West Asia conflict pushed up cost of key inputs such as…

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India among most resilient large EMs, better placed for future global shocks; policy reforms & strong buffers help: Moody’s

The report points out that India has consistently demonstrated notable strength during periods of global volatility. (AI image) Amid the ongoing Middle East conflict, a recent report by Moody’s Ratings says that recent global shocks have shown India’s resilience among emerging economies to withstand pressures. The report credits the resilience to timely policy measures and…

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Sensex, Nifty at lifetime highs: Where are Indian markets headed in 2026 & will they outperform gold & EMs? Here’s the outlook

The struggle for markets to outperform global peers was real – despite the fact that the Indian economy has strong economic fundamentals. (AI image) Sensex and Nifty have had a rollercoaster ride this year – 2025 is a year when markets have struggled to go above the highs they hit in the second half of…

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