Over past several weeks there has been vertical rally in the stocks of Dixon Technologies and Amber Enterprises India. One of the tailwinds for them is that perhaps the competition from China will recede.

CNBC-TV18’s Mangalam Maloo has done a bit of number crunching and analysis on the background of these two stocks, what is its tailwind and how valuations of both the companies stack up after fairly steaming rally in the past few months.