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Dharmesh Kant Interactions

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13-May-26

IT stocks tumble on OpenAI's push into AI adoption

Open AI's investment in the new company signals that AI-led companies will also embed the products in other companies, which threatens Indian IT companies, which were banking on the implementation ...

11-May-26

See buying opportunity in SBI, Bank of India, cautious on CONCOR long term, Dharmesh Kant

Dharmesh Kant, Head Research at Chola Securities, said broader market earnings remained strong with profit growth of 33% in the March quarter across 320 companies excluding the Nifty 50.

27-Apr-26

Sun Pharma a trading play on dips, banks may face difficult June quarter, Dharmesh Kant

Dharmesh Kant, Head of Research at Chola Securities, said Sun Pharma’s all-cash acquisition of Organon could improve return ratios and support valuations, but may bring overall revenue growth down ...

20-Apr-26

ICICI Bank top pick, Jio Financial a long-term bet, Ultratech a good hold: Chola Securities

Dharmesh Kant, Head of Research, Chola Securities, said private banks show stable fundamentals, supported by improving cost metrics and growth visibility.

09-Apr-26

Dharmesh Kant sees buying opportunities in largecaps despite volatility, defence, banks in focus

Amid heightened market volatility and geopolitical uncertainty, investors are being advised to stay selective and focus on fundamentally strong sectors, with largecap stocks emerging as the preferr...

06-Apr-26

Dharmesh Kant prefers IndusInd Bank, Axis Bank, sees tactical upside in Infosys, TCS

Dharmesh Kant, Head of Research at Chola Securities, says markets offer selective opportunities across sectors. From a long term perspective, he prefers IndusInd Bank, followed by Axis Bank in the ...

16-Feb-26

IndusInd Bank, Aurionpro could be multibaggers, avoid Ola Electric, Chola Securities

Dharmesh Kant, Head of Research at Chola Securities, sees IndusInd Bank and Aurionpro Solutions as potential multi bagger opportunities across banking and IT.

05-Feb-26

Chola’s Dharmesh Kant on Trent outlook and his top picks in IT and defence

Dharmesh Kant, Head-Research, Chola Securities prefers IT product companies and remains positive on HAL due to strong order visibility and execution potential.

27-Jan-26

Chola's Dharmesh Kant- Cement, Metals Lead, Auto, Export Stocks Face Headwinds

Dharmesh Kant, Head of Research at Chola Securities, recommends a bullish stance on cement, metals, and banking sectors for a six-to-nine-month horizon.

19-Jan-26

Chola Securities - PSU Banks Surge Ahead, Cement Sector Outlook Bullish

Chola Securities sees a decisive shift toward public sector banks, citing stronger advances growth and improving asset quality over private lenders. Research head Dharmesh Kant highlighted Bank of ...

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