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Carnelian Investment Philosophy
An introductory video on Carnelian, its philosophy & investment framework.
May 7, 20241 min read


Bharat Amritkaal Series - Biggest Mega Trend - Youngest, largest & aspiring!
Greetings from Team Carnelian! In our previous letter, we highlighted the major tectonic shifts which are underway, making us believe...
Apr 10, 20244 min read


Mar 21, 20240 min read


Bharat Amritkaal!!! – The India story re-begins…
Greetings from Team Carnelian! It is said when you zoom out and look at something over a longer time horizon, things look much different...
Mar 14, 20248 min read


A different perspective on Active vs Passive Investing
Passive investing can lead to missing sizable alpha creation opportunities
Feb 10, 20246 min read


Carnelian Wealth Creators Series - 7
Carnelian Wealth Creators Series presents Vikas Khemani live in conversation with Mr. Baldev Prakash, CEO & MD, J&K Bank Ltd. who we...
Jan 17, 20241 min read




2023, a momentous year – reflecting on our journey…
As we embark on a bright 2024, we are delighted to take this opportunity to reflect on the growth, achievements, and significant milestones.
Jan 3, 20247 min read




Charlie - Our North Star
Greetings from Team Carnelian!!! In the history of mankind, there rarely comes a human being who single handedly & selflessly impacts the...
Dec 4, 20233 min read


Revisiting earnings, liquidity & valuation - Quarterly Catch Up
Listen to our founder Mr. Vikas Khemani revisiting earnings, liquidity & valuation of the markets.
Nov 28, 20231 min read


US recession, Geo-Politics – this time it is different.
Most investors agree that India is a great long-term story, but can it remain unscathed from these ongoing global issues and their outcomes?
Nov 9, 20237 min read


Show me the Margins!
Wealth creation and compounding are a function of three things - Quality of Business, Quality of Management and Reasonable price.
Oct 12, 20237 min read






Carnelian Quarterly Catch-Up
Listen to our founder Mr. Vikas Khemani speaking on what we invested in and where are we looking now.
Sep 8, 20231 min read
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