Recently we have seen rise in the price of liquefied
natural gas (LNG) due to huge demand in China. In China, Govt is taking
serious steps to reduce the level of Pollution and has come down heavily on
coal gasifier and emphasising on Cleaner environment. This is not a temporary phenomena.
This is a structural change & we may see rise in demand of LNG.
Back home, its effect has
already strated to show in the price trend of LNG. We may increase our
allocation of some LNG suppliers stocks in our portfolio.