Sanjiv Bhasin of IIFL Securities, recommends investing in two specialty chemical companies, Chemplast Sanmar and Jubilant Ingrevia, for a potential 40-50% upside in the next year. Bhasin also praises the Adani Group and believes the long-term story remains robust. He suggests investing in cement companies such as ACC and Ambuja combined to gain market share, as infrastructure and construction activity is on the rise.