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Which companies could gain as global supply chains shift from China – Part 2

May 28, 2020 / 08:25 AM IST
Which companies could gain as global supply chains shift from China – Part 2

PRO Only Highlights
Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook

Highlights - Pharma: Industrial equipment enquiries indicate demand firming up - API plays - Laurus labs, Solara Active, Divi’s Lab better positioned with wide portfolio - China factor can catalyse the growth of consumer durable contract manufacturers - Dixon, Amber Enterprises likely candidates to seize the opportunity - Aquaculture: Apex Frozen, Avanti Feeds equipped with spare capacities but competition strong In this second edition of the investment series aimed at identifying opportunities arising out of a shift of global supply chains from China, we evaluate the case for pharmaceuticals, consumer...

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