Owning to recent global events such as US tariffs announcements, our founder, Vikas Khemani, addresses current investor sentiments.

The world economy is facing an unprecedented time, leading to different kinds of risks looming in the minds of investors

Market view and our thoughts on one more big achievement of India – Maha Kumbh.

Vikas Khemani, shares his outlook on the market and re-opening the “Carnelian YnG Strategy” (CYnG) as “Carnelian Contra Portfolio Strategy”

History demonstrates investors who buy stocks that are out of favor & avoid stocks that are in favor enjoy superior results over long term.

2025 – Year of keeping low expectations and staying disciplined

How at times common narratives get formed in the market influencing investors and leading to erroneous investment decisions.

As another quarter went by, we witnessed new market highs and corrections. However, the question on everyone's mind is, how does the...

Current market volatility stems mainly from temporary reasons, creating an opportunity for long-term investors.

Markets, a collection of human emotions, also create and act based on stories and narratives.

As India is embarking on the journey, it will have three pronged changes in the consumption - Economic, Social & Digital

Carnelian Quarterly Catch-Up, where we provide updates on our portfolio, discuss the current market landscape, and explore the path

India is focusing on building out large-scale infrastructure throughout the country at the rapid pace with huge sense of urgence

India will move from developing to developed – “Services” will be an important sector that will bridge this gap. We see below important tren

The largest festival of democracy on this planet has just concluded with the equity markets seeing a wild swing during the entire week.

Mega trends are generally born from the congruence of several factors acting in a common direction, resulting into a nuclear chain like reac

An introductory video on Carnelian, its philosophy & investment framework.

Greetings from Team Carnelian! In our previous letter, we highlighted the major tectonic shifts which are underway, making us believe...