Which companies can benefit from US-China spat? Rohan Gupta answers

Rohan Gupta from Nuvama Institutional Equities discusses the recovery in the agrochemical sector, specialty chemical players' performance, and the impact of the China factor on the market. Gupta says that the companies which are completely dependent on agrochemicals globally, may still see some weakness, like UPL or even Anupam Rasayan.