Kant anticipates continued traction in the metals sector, supported by reasonable valuations and favorable macro factors such as a benign dollar index, global rate cuts, and ongoing infrastructure spending. He prefers Hindalco Industries and Vedanta in non-ferrous metals, and JSW Steel in ferrous, citing specific catalysts like safeguard duties and reduced iron ore prices.

Dharmesh Kant’s track record: 7 graded calls · 95% CI 16–75%

JSW SteelBullishCalled 12 Jan 2026Graded 19 Jul 2026
Verdict:MISS

JSW Steel declined from ₹1178.10 to ₹1145.60, a decrease of 2.76% over 60 days.

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