Neutral impactStocks
Dharmesh Kant bets on banks, mining and AI themes; cautious on FMCG
CNBC-TV18 1 hr ago·28 Sept 2026, 4:03 am
Dharmesh Kant, Head Research, Chola Securities, shared his outlook across banks, mining, AI, automobiles and consumption, highlighting value in Coal India, NMDC and select private banks while remaining cautious on FMCG and paints. He also discussed AI infrastructure plays and insurance reforms. Which sectors does he expect to outperform next? Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises us
Affected stocks
Neutral2 stocks
Bull / bear label is derived from the article's AI sentiment — indicative, not advice. Prices may be delayed.
Key takeaways
- Concerns NMDC (NMDC).
- Category: Stocks.
- Also mentions COALINDIA.
Why it matters
A routine update for NMDC. Use the price and stock snapshot to gauge how the market is responding.
