Specialty chemicals: Stick to few as a mix of head and tailwinds emerges. 5 stocks with upside potential of up to 40%

As the tariff war gets hotter, a good bit of the heat will be generated in the specialty chemicals space. Why? Because, chemical supply chains are very rigid by nature. To put this in perspective: If a product uses a certain chemical as raw material, and if there is a sudden shortage of that chemical, can it be replaced by another one? The answer is no. For the user, there is no option but to buy that chemical at a higher cost. Now, the reverse scenario. Suppose there is sudden overproduction of the chemical...