Dharmesh Kant's Investment Strategy: Bullish on Cement, Metals, Banks; Cautious on Auto, Export Stocks
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CNBC TV18•27-01-2026, 11:21
Dharmesh Kant's Investment Strategy: Bullish on Cement, Metals, Banks; Cautious on Auto, Export Stocks
- •Dharmesh Kant of Chola Securities recommends focusing on cement, metals, and banking sectors for the next 6-9 months.
- •He advises caution on export-linked sectors like textiles due to trade uncertainties with the US and Europe, expecting margin pressure.
- •Cement sector shows steady volume growth and gradual pricing improvement; UltraTech Cement is a top pick with potential 15-20% returns.
- •Kant is bullish on metals, particularly JSW Steel, citing strong execution and operating efficiencies, supported by price increases and safeguard duties.
- •He suggests caution in auto stocks due to potential increased competition from European imports, impacting players like Mahindra & Mahindra and Maruti.
Why It Matters: Invest in cement, metals, and banking for the next 6-9 months, while exercising caution in auto and export-oriented sectors.
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