Budget, Adani and Fed!!!
Greetings from Team Carnelian!!! Last few days have been eventful to say the least – The Budget, Adani Group, FOMC meeting... While two...
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- Jan 3
- 6 min
2023: Tailwinds amidst headwinds…
Greetings from Team Carnelian!!! We wish you and your family a Happy New Year! As we reflect upon the year that has gone by, like we had...
- Dec 6, 2022
- 6 min
This time it’s different
Greetings from Team Carnelian! “This time it’s different” are considered the most expensive words in our industry. These words can be...
- Nov 2, 2022
- 6 min
Three Peaks & Twin Engine will lead to 70,000
Greetings from Team Carnelian! Hope you had a wonderful festive season. A new Samvat is a good time to take stock of how things went by...
- Oct 4, 2022
- 8 min
Culture – The compounding machine
Wishing happy Dussehra to you and your family. We have written a lot on risk, returns, opportunities, outlook, and various frameworks… In...
- Sep 11, 2022
- 7 min
Predictably Irrational – Psychology of Investing
“The biggest investing errors come not from factors that are informational or analytical, but from those that are psychological.” -...
- Aug 8, 2022
- 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, 2022
- 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, 2022
- 1 min
Breaking Investment Stereotypes
Our founder Vikas Khemani shares his views on the same. Watch to know more.
- Jun 20, 2022
- 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, 2022
- 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, 2022
- 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...
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