Stock Ideas From Dharmesh Kant: It & Large Bank Picks For Long-term Wealth Creation
DHARMESH KANT, Head of Research - Cholamandalam Securities, shares two high-conviction stock ideas focused on long-term compounding — one from the IT sector and another from a large private sector bank. Highlighting India’s structural growth story, Kant believes select IT companies are well-positioned to benefit from digital transformation, AI-led demand, and improving global tech spending cycles. On the banking side, Kant remains bullish on large banks with strong balance sheets, robust asset quality, and consistent credit growth. Listen in to his compounding ideas of the day.
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