Dharmesh Kant On Portfolio Strategy: Consumption Plays Vs Core Economy Stocks

Dharmesh Kant, Head of Equity Research at Chola Securities, decodes the billion-dollar question for investors—should portfolios now tilt towards consumption-oriented themes or remain anchored in core economy stocks? With big boosts expected in consumption, defence, EMS, and infrastructure, Kant explains the tactical and long-term strategies for investors. He highlights the role of defence manufacturers such as HAL, BEL, and BDL, as well as building materials, cement, and infra majors like L&T and NCC. From short-term trading opportunities to structural investment bets, this conversation provides clarity on where money is most likely to compound in the months ahead.