Pandemic a perfect storm for the auto sector: Sudip Bandyopadhyay

What is the outlook on some of these chemical stocks because the consensus is that the India business will outshine the global earnings when it comes to the metals basket and we could see improved financials going forward? What is the sense that you are getting?
Chemicals is a completely different story and I have been bullish on chemicals, speciality chemicals and even agrochemicals. The issue in chemicals is it started around the time US-China trade was at its peak. The global procurers of speciality chemicals started looking at alternate sourcing locations and India was absolutely correctly positioned.

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