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....

It is said that “when all the stars align, magic happens”. The probability of a successful outcome is far higher when stars are aligned....

Greetings from Team Carnelian!!! Hope you and your near ones are doing well. ‘Identify and follow the trends in your industry. Don’t...

Greetings from Team Carnelian!! Hope you and your near ones are doing good. Good things + Continuity = Compounding The FM has delivered a...

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...

Greetings from Team Carnelian!!! “Fools act on imagination without knowledge; pedants act on knowledge without imagination” – Alfred...

Greetings from Team Carnelian! Wishing you and your family a Happy Diwali and Prosperous New Year. May this festival of light bring loads...

Greetings from Team Carnelian! “Using volatility as a measure of risk is nuts. Risk to us is 1) the risk of permanent loss of capital or...

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...