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Mar 21, 20240 min read
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...
Sep 1, 20235 min read
Aug 16, 20230 min read
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...
Aug 8, 20235 min read
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...
Jul 3, 20232 min read
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 21, 20235 min read
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...
Jun 14, 20236 min read
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...
May 1, 20234 min read
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 29, 20235 min read
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