From Dolly Khanna to the monsoon: Fertiliser stocks are back in focus
Dolly Khanna’s latest move has turned the spotlight on India’s fertiliser sector. Strong monsoon demand, rising rural incomes, and sectoral reforms are driving growth, but investors must weigh subsidy risks, global price volatility, and valuations before making allocation decisions.
Dolly Khanna’s latest move has turned the spotlight on India’s fertiliser sector. Strong monsoon demand, rising rural incomes, and sectoral reforms are driving growth, but investors must weigh subsidy risks, global price volatility, and valuations before making allocation decisions.
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