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BQ Edge: Why White Oak's Manoj Garg Sees A Decade-Long Growth Spurt For Specialty Chemical Makers

The higher growth trajectory of the specialty chemical sector has “just started” and can last to up to a decade, Manoj Garg said.

<div class="paragraphs"><p>Black PVC pellets. (Photographer: Eilon Paz/Bloomberg)</p></div>
Black PVC pellets. (Photographer: Eilon Paz/Bloomberg)
The higher growth trajectory of India’s specialty chemical sector has “just started” and can last to up to a decade, according to Manoj Garg. The director of investments at White Oak Capital Management cited a survey by Japanese manufacturers that found an “easternisation” of global chemical manufacturing as companies look for a “China plus one” strategy. And he attributed India’s strength in chemistry for a preference among global f...
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