Specialty Chemicals – Chemistry that is Priced to Perfection
Deep Dive
08 June 2022
Presentation made by Our CIO, Ravi Dharamshi @ India Investor Conclave (IIC season 8) at Goa in Dec 2021.
Summary of Presentation:
1. There has been tremendous wealth creation in Specialty Chemicals sector – 60x in 7 years.
2. Currently market has priced the sector to perfection and is ignoring all the inherent risks.
3. Long-term opportunity might remain but odds are tremendously out of favour for the sector from next couple of years point of view.