
Broader markets are seeing action across AI, data centres, metals, housing finance and real estate, with several stocks emerging as key picks. Dharmesh Kant, Head of Equity Research, Chola Securities, highlights E2E Networks and Network18 Technologies among AI and data-centre plays, while firm global metal prices could support stocks such as Hindustan Zinc, Vedanta, Hindalco and JSW Steel. In housing finance, PNB Housing, LIC Housing Finance and Ahluwalia Housing Finance remain in focus. Raymond Realty is another preferred real estate pick, with a target price of ₹656. The discussion also covers potential catalysts, earnings growth and near-term trading opportunities.