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- Aug 31
- 5 min
Value doesn't mean cheap; stay in companies that can deliver 18- 20% growth for a sustainable period
Vikas Khemani, Founder, Carnelian Capital Advisors, says: “Our average portfolio valuation is about 19-20 times PE and average portfolio...
- Aug 8
- 5 min
We continue to remain quite positive on IT sector: Vikas Khemani
"Of course, there are some pockets of exuberance in mid and small cap space but one has to be careful and avoid those. Otherwise, in...
- Jul 3
- 2 min
India’s bullish market will horn to glory: Vikas Khemani
At present 4-4.5 percent of corporate profit is devoted towards GDP but there is a strong possibility that in the near future, it will...
- Jun 21
- 5 min
Vikas Khemani’s top tips: Remain invested & forget FOMO
Vikas Khemani, Founder, Carnelian Capital Advisors, says he does not see a situation where markets are going to correct in a meaningful...
- Jun 14
- 6 min
3 sectors Vikas Khemani is bullish on for next few years
As and when that rate peaks out and starts turning back, emerging market receives that flow and we have been making this case pretty much...
- May 1
- 4 min
Manoj Bahety explains how he wants to capture “trillion dollar India opportunity through his fund
CCF (Carnelian capital compounder fund) is long only, multi-cap, sector agnostic fund focusing on capturing the “trillion-dollar India...
- Mar 28
- 5 min
Why Vikas Khemani is positive on both banks and IT stocks now
“Neither are we trimming, nor are we adding to IT positions. We are just holding on to that and I do not know whether it is 6 months or...
- Mar 28
- 4 min
Debt mutual fund tax tweak a setback, but AMC profit driven by equity schemes: Vikas Khemani
Most people may not abandon debt funds and that could turn into a long-term asset base, but creating new assets in the debt segment may...
- Mar 27
- 4 min
This is the time to deploy capital; don’t see major downside from here: Vikas Khemani
We have been telling our clients that this is the time to deploy capital. When we get money, we do not sit on cash because nobody can...
- Mar 15
- 4 min
4 sectors Vikas Khemani is bullish on for next 2 years
Whatever hiring is happening in the new tech is helping IT companies to recover from attrition which they faced, a year, year and a half...
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