Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial
Commentary

Portfolio: Addition to the MultiCap Portfolio 

premium@2x-min.png

The chemical industry is enjoying tailwinds due to customers increasing sourcing their supplies from India. The major player in the chemical space is China, sales of chemicals (ex pharmaceuticals) from China in 2017 was EUR 1,293 billion or 37% of global sales. Stricter environmental norms and increase in wages in China is narrowing the competitive gap with other countries and customers also do not want to depend on one major supplier. Due to these reasons, companies in India stand to benefit and the Indian chemical industry is 2% of the global chemical market.

We did a deep dive into . . .

Like our content? Join Capitalmind Premium.

  • Equity, fixed income, macro and personal finance research
  • Model equity and fixed-income portfolios
  • Exclusive apps, tutorials, and member community
Subscribe Now Or start with a free-trial