ETMarkets Fund Manager Talk: Bullish on chemicals space as new growth opportunities emerge: Arpit Agrawal

“We think a lot of Indian companies now have the size, and balance sheet, and have been doing a lot of work in improving their product mix towards more specialised products. We have been selective in choosing businesses we invest in and have tried to avoid businesses with a lot of cyclicality and are focussing on companies where speciality chemicals’ share has been increasing.”