See Shree Pushkar concall transcript
There are references to Chinese operations on page 7/8, 14, 15. Bodal Concall also mentioned something similar in their concal. Prices being low are apparently not so much of a concern, as long as they are stable. Fluctuations or steep rises/falls can create temporary impact, till the companies get time to adjust to the new prices.
Chinese cos are now much more regulated on the environmental front. Hence they maynot be as competitive on prices and on volumes as earlier. Customers would prefer sustainable suppliers, and Indian cos will benefit.
Regarding Bodal, the new initiatives of the management are progressing well. They are walking the talk. These steps will improve the business profile and give it the necessary diversification (albeit within spciality chem space).I have very high regards for this management (as elaborated earlier).
Discl - hold from lower levels. no change in holdings from earlier levels.