With oil prices looking set to stay in the 90s for the foreseeable future, the probability of inflation springing a nasty surprise is more likely than a pleasant one.
Sifting through all the information and competing with others racing in the mad scramble will require a deeper understanding of the industry and the company, says Jatin Khemani.
He sees the $60 billion global agrochemical industry maintaining its current pace of growth because of the rising population, the decline in arable land and climate-related disruptions.
​Just in the last three months, they have pumped back some 35-40 thousand crores, less than 10% of what the outflow was and we are already at lifetime highs.