The SOIC Podcast

Chemical Sector: How to find Winners?


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Unlock insights into the Indian Chemical Industry with expert Ajay Joshi. This podcast covers the industry structure, Bulk vs. Specialty chemicals, key trends (Import Substitution, Europe +1), Contract Manufacturing, identifying characteristics of good and bad chemical companies, and major risks and opportunities for investors. Learn how to find winners in this dynamic sector.

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The SOIC PodcastBy SOIC: School of Intrinsic Compounding


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