Dharmesh Kant's Investment Strategy: Bullish on Cement, Metals, Banks; Cautious on Auto, Export Stocks

• Dharmesh Kant of Chola Securities recommends focusing on cement, metals, and banking sectors for the next 6-9 months.
• He advises caution on export-linked sectors like textiles due to trade uncertainties with the US and Europe, expecting margin pressure.
• Cement sector shows steady volume growth and gradual pricing improvement; UltraTech Cement is a top pick with potential 15-20% returns.
• Kant is bullish on metals, particularly JSW Steel, citing strong execution and operating efficiencies, supported by price increases and safeguard duties.
• He suggests caution in auto stocks due to potential increased competition from European imports, impacting players like Mahindra & Mahindra and Maruti.

Why It Matters: Invest in cement, metals, and banking for the next 6-9 months, while exercising caution in auto and export-oriented sectors.