Geopolitical tensions and disruptions in the Strait of Hormuz are driving up agricultural input costs, with fertilizer prices already surging 50-80%. While shipping, insurance, and energy costs have climbed, immediate agrochemical availability for the upcoming kharif season remains stable due to pre-built inventories.
Smallcaps cheaper but not cheap yet: Sonam Srivastava urges selective investing
Smallcap stocks have corrected sharply but are still not cheap, says Sonam Srivastava of Wright Research, urging investors to stay selective. She highlights opportunities in