By Debdeep Gupta | 04 Jul, 2024
Short Call: It continues to be a mix picture for chemicals and the economy; MGL, IGL earnings may surprise, Gujarat Gas margins to hurt
“Rapidly changing industries are the enemy of the investor.” Mohnish PabraiIt continues to be a mixed picture for the chemicals sector. There are signs of pricing pressure easing, but volumes need to pick up as well. Till a couple of months back, most analysts were at best sounding neutral on the sector. The tone is now gradually turning positive.Centrum analysts Rohit Nagraj and Kunal Pai are...