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Which companies could gain as global supply chains shift from China – Part1

May 27, 2020 / 10:14 AM IST
Which companies could gain as global supply chains shift from China – Part1

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 - Pandemic amplifies the need to de-risk the global supply chain - In chemicals sub-segments –aromatic chemicals and CRAMS to remain a strong beneficiary - Import substitution in basic chemicals is a big opportunity - Agrochemicals: Excess capacity created over years can help capitalise on this opportunity When the COVID-19 crisis began in the end of Jan’20, the key business challenge facing global companies is securing a reliable supply chain. Frequent lockdowns, shortage of labour and logistics hurdles have created operational challenges globally in the medium term....

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