Chemicals :
Am looking for chemicals that are part of pharma industry for their downstream derivatives or consumption.
Fertilizer sector has not yet revived and will take long time.
Chemical sector as a whole is facing pricing pressure wherein Chinese are living with 0 margin – their source of survival, Chinese Government subsidy – all details you can find in DMCC concall
The revival from my thinking would be :
Pharma → Which will give boost to Chemical (Used in pharma)
Any industry experts please share you opinion.
As matter of other fact/opinion on the specialty side of chemicals like : EV/FLUORO the management are stating that they have given sample for their end clients and waiting for the approval of the product.
One such example : Fluorochem, Neogen… I think chemical story may take 2-3 quarters at least.
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