Indian Speciality Chemicals industry is worth USD 30 billion and forms 20% of the Chemicals Industry. Indian speciality chemicals grew 2x global speciality chemicals at CAGR of 13% over FY10-18 and is likely to grow at 14% per annum. It is expected to accelerate to 17% driven by domestic growth and stable exports. The growth

  Indian Chemicals is the new Sizzle India is 3rd largest producer of chemicals in Asia, 6th largest in the world and chemicals sector contribute to around 8% of GDP.  India is steadily moving up the rank as global economic power and becoming business magnet for investment. High domestic consumption, Diversified industry, Ease in doing

The past few weeks have been about currency wars, trade wars and a lot of things moving about and on within India itself. As a result stock markets have also been moving around. This does indeed present opportunities for investors – “buy into interesting stocks which have corrected a bit?” or “play into the export theme?” or “sell

Most of what I previously wrote was from our point of view, our vision, our ideas etc. However this is one from the other end. Over the past year I have interacted with nearly 500 professional investors, fund managers, brokers, analysts, bankers, consultants across all sizes of institutions. I saw them as my advisors, mentors,