Chemical stocks are in general going to test patience for another 2 to 3 quarters. One can remain invested in these stocks as they have potential to compound in long term, but than the broader market i.e other then chemical sector has already given return of 25 to 50% in last 3-4 months. If you have liquidity then there is no point liquidating your portfolio but if you are fully invested then call has to be taken on capital allocation.
Disclosure : Not holding but tracking for investment may be after 2 to 3 quarters.
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