More, New and Better! - India consumption story
As India is embarking on the journey, it will have three pronged changes in the consumption - Economic,
Social & Digital
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Aug 271 min
Carnelian Quarterly Catch up - Market Outlook - Earnings, liquidity & valuations
Carnelian Quarterly Catch-Up, where we provide updates on our portfolio, discuss the current market landscape, and explore the path
Aug 84 min
Carnelian Bharat Amritkaal Series - Infrastructure: Rebuilding India for Amritkaal
India is focusing on building out large-scale infrastructure throughout the country at the rapid pace with huge sense of urgence
Jul 107 min
Carnelian Bharat Amritkaal Series - Services Exports: Bigger & Better
India will move from developing to developed – “Services” will be an important sector that will bridge this gap. We see below important tren
Jun 137 min
Power shift from BJP to NDA – Will this change the policy mood?
The largest festival of democracy on this planet has just concluded with the equity markets seeing a wild swing during the entire week.
May 137 min
Bharat Amritkaal Series – India, factory to the world
Mega trends are generally born from the congruence of several factors acting in a common direction, resulting into a nuclear chain like reac
May 71 min
Carnelian Investment Philosophy
An introductory video on Carnelian, its philosophy & investment framework.
Apr 104 min
Bharat Amritkaal Series - Biggest Mega Trend - Youngest, largest & aspiring!
Greetings from Team Carnelian! In our previous letter, we highlighted the major tectonic shifts which are underway, making us believe...
Mar 148 min
Bharat Amritkaal!!! – The India story re-begins…
Greetings from Team Carnelian! It is said when you zoom out and look at something over a longer time horizon, things look much different...
Feb 106 min
A different perspective on Active vs Passive Investing
Passive investing can lead to missing sizable alpha creation opportunities
Jan 171 min
Carnelian Wealth Creators Series - 7
Carnelian Wealth Creators Series presents Vikas Khemani live in conversation with Mr. Baldev Prakash, CEO & MD, J&K Bank Ltd. who we...
Jan 37 min
2023, a momentous year – reflecting on our journey…
As we embark on a bright 2024, we are delighted to take this opportunity to reflect on the growth, achievements, and significant milestones.
Dec 4, 20233 min
Charlie - Our North Star
Greetings from Team Carnelian!!! In the history of mankind, there rarely comes a human being who single handedly & selflessly impacts the...
Nov 28, 20231 min
Revisiting earnings, liquidity & valuation - Quarterly Catch Up
Listen to our founder Mr. Vikas Khemani revisiting earnings, liquidity & valuation of the markets.
Nov 9, 20237 min
US recession, Geo-Politics – this time it is different.
Most investors agree that India is a great long-term story, but can it remain unscathed from these ongoing global issues and their outcomes?
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