“Strongly bullish on the chemicals and agrochemicals sector, especially specialty chemicals, which have underperformed for two years but now show clear green shoots. Key tailwinds include the 'China plus one' strategy, ongoing trade agreements, and growing exports. UPL is a strong buy due to restructuring and attractive valuations, while Aarti Industries is recommended for long-term portfolios given its expansion plans.”

Sudip Bandyopadhyay’s track record: 8 graded calls · 95% CI 14–69%