Indian fertilizer and chemical sectors have seen gains, but face challenges. Rising raw material costs like rock phosphate and sulphur are squeezing margins, despite government subsidy increases. While low fertilizer inventories may boost demand, chemical exports are declining. Analysts suggest a cautious outlook, highlighting margin pressures and monitoring input costs, crop prices, and export market recovery.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,
August 29, 2026