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

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...