About Shrimp industry, there are lots of webinars on youtube from ministry of fisheries and aquaculture. One clear thought prevailing is that many farmers which came in post 2018 good period, have thrown the towel. They have just stopped producing. Because of excess of inventory of covid times, poor demand scenario. The supply side has been severly hit. I think the botrom would be made, when China reopens, as China is a very big market for Indian aquaculture sector. Untill china reopens, many weak players will dissapear. And strong ones who survive will give phenomenal returns.
One thing I am sure of is the runway for Indian aquaculture industry is really long. And the problem being faced is short term. Maybe a year or two. Some Promoters are buying.
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