Amit Khurana on why Dolat Capital upgraded chemicals sector, how to play housing theme

Amit Khurana from Dolat Capital explains that although India’s market needs some normalization in the short term, it remains a top emerging market for the long-term. He discusses promising sectors like chemicals and affordable housing finance, assesses Aditya Birla Group’s capital practices, and highlights growth potential in banks and consumption sectors over different time horizons.

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Fertiliser companies to get a volume+pricing boost

While agrochemical demand remains subdued due to unfavourable weather conditions and crop price pressures, fertilizers are benefiting from structural advantages, making them the preferred pick.

April 15, 2025

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