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DHARMESH KANT
Cooling crude prices drive weekly gains; Street expects Q2 earnings recoveryIndian stock markets closed slightly higher on Thursday, marking a third consecutive week of gains, buoyed by falling crude oil prices. The...
Commodity correction offers buying opportunity; defence, banking remain long-term bets: Dharmesh KantMarket expert Dharmesh Kant sees commodity corrections as buying opportunities, with the broader cycle intact due to global demand and Indi...
Defence stocks fire up! Paras Defence, BEL, GRSE, other stocks surge up to 24% in 2 days. What's powering the rally?Defence stocks extended their rally for a second straight session, with Paras Defence surging 24% in two days and BEL, GRSE, HAL, and other...
Financials in a sweet spot, defence remains a structural bet: Dharmesh KantFinancial stocks are set to lead a market rally through June and July. Experts see banks and financial institutions benefiting from strong ...
Bank stocks rally as RBI steps lift mood, trigger short coveringOn Tuesday, bank stocks rocketed upwards following strategic interventions by the Reserve Bank of India aimed at shielding foreign currency...
Earnings are strong, but margin pain is coming; Dharmesh Kant on 3 sectors worth owning nowIndian corporate profits are currently strong. However, rising input costs present a significant challenge ahead. Investors should remain p...
IT stocks tumble on OpenAI's push into AI adoptionIndian IT stocks experienced a significant downturn on Tuesday, with the Nifty IT index plummeting 3.7% to a three-year low. This decline w...
Market remains stock-specific as earnings divergence widens across sectors: Dharmesh KantMarket expert Dharmesh Kant highlighted strong numbers for Bajaj Finance, though macro headwinds may impact near-term performance. He expre...
Dharmesh Kant sees buying opportunities in largecaps despite volatility; defence, banks in focusAmid market jitters, experts advise focusing on robust largecap stocks in infrastructure and banking for better risk-reward. Defence and me...
“Focus on quality, buy in stages”: Dharmesh Kant’s strategy for uncertain marketInvestors face a challenging market driven by geopolitical headlines, making decisive calls difficult. Dharmesh Kant suggests a scenario-ba...
Dharmesh Kant on FY27 earnings, Iran crisis and smart investment strategiesIndian equity markets face persistent uncertainty, prompting experts to advise a cautious, selective investment approach. Despite revised e...
Eternal earnings: Leadership shock may weigh on stock despite margin improvement, says Dharmesh KantCholamandalam Securities’ Dharmesh Kant says Eternal’s stock may open lower after an unexpected leadership move, despite sequential margin ...
Global risk-off sentiment keeping Indian markets in sluggish mode: Dharmesh KantIndian markets are experiencing cautious trading amid global risk-off sentiment, with investors awaiting corporate earnings and sectoral de...
Lenskart valuations way too high, stock could see sharp correction, says Dharmesh KantLenskart’s muted stock market debut despite 20x oversubscription reflects overvaluation concerns, says Dharmesh Kant, Head of Equity Resear...
Nifty headed for 5% drop? Dharmesh Kant flags weak earnings & auto slowdownIndian markets turned volatile with Nifty slipping below 25,800 as Q2 results disappointed, says Dharmesh Kant of Cholamandalam Securities....
Banks to lead market rally as policy support bolsters financials: Dharmesh KantDharmesh Kant of Cholamandalam Securities anticipates banks will lead market growth, driven by supportive RBI policies and increased lendin...
Neutral on paint cos, focus on rural consumption: Dharmesh Kant, Motilal Oswal SecuritiesFundamentally we have a neutral rating and valuation for paint companies and targets are much lower than the price at which they are tradin...
HDFC twins will continue to gain traction: Dharmesh Kant, Motilal Oswal SecuritiesIn pharma space, Aurobindo Pharma with a clear visibility on the top line and bottom line growth, is a recommendation.
- Buy LIC Housing Finance, target Rs 581: Dharmesh Kant
The decline in the cost of funds is likely to aid spreads improvement and is a key monitorable going forward. LIC has a stable and strong a...
Stay neutral on paint segment, book profit and get out: Dharmesh Kant, Motilal Oswal SecuritiesIt would be more of cyclicals like infra and banking space that will come into the play form the market perspective