Venezuelan Crisis to Boost Indian Energy Stocks, Uneven Gains Expected: Chola Securities

• Dharmesh Kant of Chola Securities predicts the Venezuelan crisis will benefit Indian energy companies.
• Reliance Industries is an early beneficiary, potentially gaining $3-4 per barrel, while ONGC's impact will be delayed.
• Bank of India could see a 10-15% re-rating ahead of the Union Budget, attracting renewed investor interest.
• Metals sector outlook is positive for 2026, driven by a stable dollar and potential US rate cuts; Hindalco and JSW Steel are preferred.
• Maruti Suzuki and Eicher Motors are top picks in the auto sector, despite a slowdown in two-wheeler sales.

Why It Matters: Indian energy, banking, metals, and auto sectors show varied investment potential, per Chola Securities.