In the latest episode of the *Face2Face* series, Vivek Bajaj kicks off an exciting new initiative aimed at narrowing the gap between stock market investors and the real-world dynamics of industries. Rather than focusing purely on stock prices and chart patterns, this series takes a fresh approach — offering ground-level insights into how different sectors actually operate. And what better place to start than with one of the most complex and influential industries: chemicals.
Joining this insightful conversation is Ajay Joshi, a well-known name in the Indian chemical industry. With decades of hands-on experience advising top-tier chemical companies, Joshi brings a deep understanding of both specialty and commodity chemical segments. He breaks down the factors that really drive this sector — from supply chain pressures and demand cycles to evolving global trends and the ever-changing regulatory landscape.
The episode also highlights a crucial insight: the often stark disconnect between how the market values a sector and how that sector is performing on the ground. Joshi shares real-world anecdotes and practical observations that can help investors move beyond surface-level analysis and develop a deeper understanding of what they're investing in.
Whether you're already invested in chemical stocks or just want to understand the sector better, this video is informative. It’s the first step in a broader journey — one that encourages investors to look beyond the charts and truly connect with the fundamentals of the industries shaping our economy.

Your Speaker
Ajay Joshi

Your Host
Vivek Bajaj