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You were one of the early ones to catch on to say the specialty chemicals rally. You are a votary for machine learning and AI for stock picking. What are the machines telling you about specialty chemicals? Shankar Sharma: We were long on specialty chemicals much before we went into the machine end of the business. That is where the human beings worked well. Since 2013-14, this sector has been an absolute rocket. Right now, if anything, the outlook looks even better because going back in time, one of the reasons we liked the specialty chemicals space was because China was cutting down on polluting industries and chemicals do pollute and that created a sort of shortage and prices shot above of the end products. The interesting thing was all those chemical companies or most of them were hurting during 2008-2013. They were trading at abysmal prices, abysmal valuations and nobody was interested. Then the China factor came in, the sector took off and it has never looked back.

Nifty trackEconomic times news appDaily market updatesLive businessShankar sharmaShankar sharma and devina mehraFirst globalSpecialty chemicalsDevina mehraAsset managementEt nowStock marketநிஃப்டி டிராக்பொருளாதார முறை செய்தி செயலிதினசரி சந்தை புதுப்பிப்புகள்வாழ வணிக