balaji amines is in a business where it competes with alkyl amines and directly with mammoth sized chinese companies. do you think this business is sustainable in the long term ? If china again changes its policy, which nobody can predict. then all the business of these 2 companies will go down…for 2 years china maintaines zero covid policy and overnight they opened all borders and removed all restriction. so, if china starts the business again, chinese companies will catch up with all capex within 6 months to reach production levels.
I am invested in alkyl amine, a small position.
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