Positive on specialty chemicals, real estate pack: Shibani Sircar Kurian

“We believe that the specialty chemical sector is a segment where on a slightly longer term basis, growth should continue to remain positive. The sector continues to remain a beneficiary from a China plus one strategy. In terms of market share in the global speciality chemicals construct, market share of India is fairly low. We believe that any increase in market share would lead to strong structural growth so that is one segment we are positive on.”