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M&M, EMS to quick commerce: Bernstein lists 4 beneficiaries of India’s $30 billion policy stimulus

Posted on August 31, 2026
By Financial Express
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M&M, EMS to quick commerce: Bernstein lists 4 beneficiaries of India’s $30 billion policy stimulus

Bernstein’s latest India strategy report flags policy-driven distortions across GST, PLI, rural spending and liquidity, while identifying M&M, EMS, EV and other sectors to watch.