Ashi Anand: India’s chemical value migration from China a long-term growth story

Ashi Anand of IME Capital sees India's speciality chemical sector poised for long-term growth, benefiting from global de-risking from China and cost competitiveness. While cautious on two-wheeler EVs due to uncertain profitability, he is optimistic about passenger vehicles and auto ancillaries, highlighting a multi-year opportunity in supply chain shifts away from China.