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Specialty chemicals
PRIMER LIVE · 42 EPISODES
TODAY
TUE 11 AUG 2026 · THE DAILY NO. 418
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The rupee is now a working-capital problem.
A Chennai CFO’s third hedging call this week says more than the level does. Why 84.9 forces hands, what actually moved, and what Thursday’s RBI disclosure settles — in two registers: a two-minute read, then the full unpacking.
READ THE DAILY →LATEST DEEP DIVE · ISSUE #1 · ⇄TRANSMISSION
The trough everyone is early to: specialty chemicals and the speed of audits.
Qualification cycles, effluent permits, and the 30-month lag between a customer’s intent and a P&L line. Thesis and anti-thesis, nine exhibits.
[S] 31 · [D] 12 · [E] 3· 03 AUG 2026 · 24 MIN READ
PRESS CHART
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Semiconductors
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Power & grid
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