Dharmesh Kant bets on banks, mining and AI themes; cautious on FMCG

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 users to check with certified experts before taking any investment decisions.