Proxy Smallcaps to Ride the Electronics Revolution

Heatwaves this year have led to soaring sales for AC makers.

Exciting as this opportunity is, one should be careful of the high valuations these companies are trading at. Almost priced to perfection, some of these companies are still offering underwhelming results despite PLI support.

Yet, they are commanding PE or price to earnings multiple that long term value investors might not be comfortable with.

A less harsh summer season next year may even lead to correction in some of these stocks.

So, are there more ways to play this trend?

To know more about the direct and indirect players, watch the full video...

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