Predictably Irrational – Psychology of Investing
“The biggest investing errors come not from factors that are informational or analytical, but from those that are psychological.” -...
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- Aug 8
- 8 min
CLEAR vision avoids casualties…
“All I want to know is where I am going to die, so I’ll never go there” - Charlie Munger An investor generally relies on reported...
- Jul 4
- 5 min
Embrace volatility & build this Vintage
We started the year by writing to you that we expect this year to be volatile and a year of de rating (link). We are already witnessing...
- Jun 24
- 1 min
Breaking Investment Stereotypes
Our founder Vikas Khemani shares his views on the same. Watch to know more.
- Jun 20
- 1 min
How to Capitalize on the "Manufacturing Shift"?
Our founder Vikas Khemani shares his views on the same. Watch to know more.
- Jun 16
- 1 min
Inflation in India & U.S.
Our founder Vikas Khemani shares his views on Inflation in India & U.S. Watch to know more.
- Jun 6
- 5 min
3 years of our journey so far…. then and now
We are happy to share with you that this month we completed 3 years of our journey and take this opportunity to thank, think/introspect...
- May 6
- 3 min
Sailing amidst uncertainties
Most of us are surprised lately with the movement of markets and the tug of war which is at play almost daily between Bulls and Bears....
- May 2
- 1 min
Carnelian Quarterly Catch up - 28th April 2022
An interactive session to discuss market outlook with our founder Vikas Khemani and launch of our new AIF Carnelian Structural Shift Fund...
- Apr 19
- 1 min
Vikas Khemani shares his views on IT Sector & Infosys Q4 results.
Watch the entire video to know his views.
- Apr 7
- 7 min
Manufacturing – All Stars Aligned
It is said that “when all the stars align, magic happens”. The probability of a successful outcome is far higher when stars are aligned....
- Mar 24
- 1 min
Beat The Street
"Market Will Get Past Prevailing Uncertainty Soon" says our founder Mr. Vikas Khemani
- Mar 7
- 3 min
Structural tailwinds vs Cyclical headwinds
Greetings from Team Carnelian!!! Hope you and your near ones are doing well. ‘Identify and follow the trends in your industry. Don’t...
- Feb 1
- 3 min
A “Magic”al Delivery!
Greetings from Team Carnelian!! Hope you and your near ones are doing good. Good things + Continuity = Compounding The FM has delivered a...
- Jan 24
- 1 min
Market Outlook & Sectoral Bets
Watch our founder Mr. Vikas Khemani share his views on the same.
- Jan 12
- 1 min
Outlook 2022
"We have only seen the "tip of the iceberg" of IT upmove" says our founder, Mr. Vikas Khemani. Listen in as to why he feels so and if...
- Jan 11
- 1 min
Positives of the IT sector.
See what our founder Mr. Vikas Khemani has to say on this!
- Jan 10
- 1 min
In 2022, where to bet in the market? Which sector or shares to focus on?
See what our founder Mr. Vikas Khemani has to say on this!
- Jan 5
- 6 min
2022 to be the year of de-rating & modest earnings growth
Greetings from Team Carnelian!! Wishing you and your family a very happy and healthy 2022! The turn of the year is a good time for...