Specialty chemical companies capturing the 'China Plus One' global supply chain shift.
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| Stock | Thesis & Rationale |
|---|---|
| SRF 20% Weight | Leader in fluorine chemistry and technical textiles. |
| PIDILITIND 20% Weight | Strong adhesive and construction chemical moat. |
| TATACHEM 15% Weight | Global leader in soda ash and focus on agrochemicals. |
| DEEPAKFERT 15% Weight | Diversifying into specialty nitric acid chemicals. |
| FLUOROCHEM 15% Weight | Strong play on fluorochemicals used in semiconductors/EVs. |
| AARTIIND 15% Weight | Leader in benzene and toluene derivatives. |