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The Economic Times
The Economic Times
Nandini Sanyal

Earnings are strong, but margin pain is coming; Dharmesh Kant on 3 sectors worth owning now

India's corporate earnings have surprised on the upside. But according to Dharmesh Kant, Head of Equity Research at Cholamandalam Securities, the good news on profits may be about to collide with a very real cost problem.

"Uncertainty prevails," he told ET Now. And for investors, the message is clear: be patient, be selective, and brace for some turbulence.

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