Topic
Mining▲ +71% net tone today
Coal India +1.0% on Fri, 25 SeptStories per day
124 Sept
625 Sept
526 Sept
427 Sept
328 Sept
Dharmesh Kant bets on banks, mining and AI themes; cautious on FMCG
- Dharmesh Kant highlighted value in Coal India and favoured banks, mining and AI themes
- He was cautious on FMCG and discussed automobiles and consumption
- Coal India and bank stocks are exposed to Kant’s stated preferences; FMCG faces his caution
