Thread by @sonalbhutra

Thread on all the coverage on impact of China power outage on chemicals and agro chemical industry

@CNBCTV18Live @CNBCTV18News

(1/n)

https://twitter.com/CNBCTV18News/status/1444959280180785152

(2/n)

Conversation with Aarti Ind and Deepak Nitrite

https://twitter.com/CNBCTV18News/status/1445260504264425477

(3/n)

Conversation with Aarti Ind and Deepak Nitrite cont

https://twitter.com/CNBCTV18News/status/1445260554839334914

Conversation with Bodal Chemicals, dye industry

https://twitter.com/CNBCTV18News/status/1445309807733264385

Conversation with Bodal continued

https://twitter.com/CNBCTV18News/status/1445312527802322945

Dhanuka Agri on China factor

https://twitter.com/sonalbhutra/status/1445631706665340940

Impact on agrochemical stocks

https://twitter.com/sonalbhutra/status/1444940107912417280

Thirumalai chemicals says positive impact on Chemicals industry, products in caustic chain seeing sharp increases, some raw material inflation for intermediates.
India has missed this bus in the past, should not do it this time

#poweroutage #chinacrisis

https://twitter.com/CNBCTV18News/status/1445666170137235473

Bulk chemicals vs Specialty chemicals

https://twitter.com/sonalbhutra/status/1446011184121999360

Insecticides India says
Have cut down inventory by 15% qoq vs targetted 25% reduction
70% of imports come from China for the company
There is heavy inventory in the market
Price hikes in the Branded segment are still to happen

https://twitter.com/CNBCTV18News/status/1446039469518299138