About this episode
In this episode, we decode the Indian chemical sector with industry expert Ajay Joshi. We explore the difference between bulk and specialty chemicals, evaluate the risks of capex-led growth, and understand the global shifts post Russia-Ukraine war and US tariffs. The episode also covers key frameworks to identify good vs bad chemical businesses, the rise of contract manufacturing (CDMO), and detailed case studies across agrochemicals, polymers, aroma chemicals, amines, and more. This is a complete masterclass for anyone serious about understanding the chemical industry from both an investor and operator perspective.
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