A rebound in end-market demand, moderating raw material and energy costs and the absence of customer inventory de-stocking augur well for the chemical industry. DD, AXTA, CBT and KRO are worth a look.
Discussion of markets and holdings
DuPont™ Tedlar® will be exhibiting at 2024 SNEC International Photovoltaic Power Generation and Smart Energy Exhibition, taking place from June 13 to June 15 at National Exhibition & Convention Center (Shanghai). It will introduce its latest Tedlar® frontsheet offerings at booth 2.2H-D695.