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India's chemical sector gains from China's structural shift away from low-value production.
A new report predicts India's chemical sector will benefit from structural changes in China, where manufacturers are shifting away from low-value production.
This "anti-involution" trend, driven by policy reforms and geopolitical tensions, aims to reduce overcapacity and stabilize global prices.
Consequently, Indian bulk chemical producers are expected to gain pricing power, though some specialty segments may face short-term margin pressure.
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El sector químico de la India se beneficia del cambio estructural de China para alejarse de la producción de bajo valor.