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When to sell?? – An investor’s dilemma
Greetings from Team Carnelian!!! Just like in poker, knowing when to hold a hand and when to fold is crucial to every poker player’s...
Sep 8, 20239 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 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 10, 20237 min read
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, 20233 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
CONNECTing dots
At Carnelian, we have created 2 strong pillars of our forensic framework: CLEAR & Connect.
Jul 7, 20238 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
Demand creates its own supply
In wealth creation, what matters is the rate of change. Value creation is the delta from where you stood yesterday to where you are today.
Jun 5, 20237 min read
Earnings, Liquidity & Valuation - Quarterly Catch Up
Listen to an interactive session with our founder Mr. Vikas Khemani on 'Earnings, Liquidity and Valuation followed by a Q&A.
Jun 2, 20231 min read
Small is beautiful – What makes them big?
Structural wealth creation happens when a company travels the path from being small to mid to finally large.
May 9, 20238 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
Is a financial crisis looming?
Across the globe were engulfed with heightened fear caused by the collapse of financial institutions Silicon Valley Bank (SVB) and Credit Su
Apr 6, 20235 min read
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