MORGAN STANLEY ON CHEMICALS

Shifting Fortunes El Niño risks supports stronger agchem demand, even as competition caps pricing gains Selective supply-chain tightness offers margin opportunities Improving agchem volumes should support operating leverage at SRF and Navin Fluorine Selective Chinese supply tightness could support ASPs at Aarti and Deepak Nitrite Intensifying generic competition should constrain PI Industries’ legacy growth and margins

J.G.CHEMICALS LIMITED

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