We often talk about the compounding impact of wealth, allocation of capital, risk-reward metrics, business moats, investing...

Time and again, we have been highlighting several structural opportunities and emerging trends through our newsletters (link). We well...

The most common question we get from investors and potential investors specially at the current juncture is “is it the best time to...

Greetings from Team Carnelian. It has been our consistent endeavor to give investors a flavour of our investing style through stories and...

Greetings from Team Carnelian. Hope you and your family are safe through the second wave of the pandemic. “Choosing the wrong people to...

Greetings from Team Carnelian. Hope you and your family are safe through the second wave hitting. Many of you who have been following us...

Greetings from Team Carnelian. In our last few newsletters, we have discussed a few megatrends which we believe will pan out over the...

Greetings from team Carnelian. The FM considered to be an underdog, delivered a splendid Budget 2021 yesterday, akin to what the Indian...

Wishing you and your family a happy & healthy 2021 from team Carnelian. While 2020 brought about a major setback to all of us in more...

Greetings from Carnelian. Who would have imagined in March 2020 when the world was hit by a once in a century kind of pandemic, that...

The worse a situation becomes the less it takes to turn around, the bigger the upside” – George Soros This is precisely what seems to...

Dear Carnelian Family, Hope everyone is safe and fine at your end. In our last newsletter, we have briefly touched upon the IT industry...

Dear Carnelian Family, Hope everyone is safe and fine at your end. In our last month’s newsletter, we have highlighted a couple of mega...

We see a new trend emerge with an opportunity for a new India ahead. We launch a new fund, read this to know more

Hope everyone is safe ! We firmly believe the current unprecedented time will present many investment opportunities owing to excessive fear.

Dear Carnelian family Trust you and your family are keeping well. We are glad to share with you that we have completed the first year of...

Dear Carnelian family, We hope you and your loved ones are all doing well and safe at home. Several weeks into the pandemic, I am sure...

Dear Carnelian family, We hope that you and your family are safe and staying home. We are in unprecedented times, thus thought of doing...

Dear Readers, Greetings from Team Carnelian!! We are also happy to report this month, we are migrating Nippon Asset Management, one of...

Greetings from Carnelian While the returns since inception encourage us, we continue to focus on our investment thesis (the “MCO”...