New Delhi, April 27 -- India's specialty chemicals sector is poised for a favourable medium-term outlook, supported by structural shifts underway in China, according to a recent report by Emkay Research.

Following an extensive on-ground assessment across key Chinese manufacturing hubs, the brokerage highlights that evolving supply-side dynamics are likely to benefit Indian bulk chemical manufacturers through improved pricing power and industry consolidation.

A central theme emerging from the report is the intensifying push within China toward "anti-involution" -- a shift away from excessive competition and irrational pricing toward more sustainable, value-driven growth. Emkay notes that "there have been supply-side reforms happening in ...