top of page
Insights
Search
- Sep 1, 2023
- 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 10, 2023
- 7 min
We don’t find the market expensive – simplifying asset valuation…
“Price is what you pay and value is what you get” – Warren Buffett. It is a profound and straightforward statement, but only if the...
- Aug 8, 2023
- 3 min
Banks to remain a compounding story in this market: Vikas Khemani
"Growth is coming in a reasonably good proportion. Investment cycle has just picked up. So, you have both triggers of investment cycle as...
- Aug 8, 2023
- 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...
bottom of page