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Jul 3, 20232 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...
Jun 21, 20235 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 14, 20236 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 5, 20237 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 2, 20231 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.
May 9, 20238 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 1, 20234 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...
Apr 6, 20235 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
Mar 29, 20235 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 28, 20234 min read
Debt mutual fund tax tweak a setback, but AMC profit driven by equity schemes: Vikas Khemani
Most people may not abandon debt funds and that could turn into a long-term asset base, but creating new assets in the debt segment may...
Mar 28, 20234 min read
This is the time to deploy capital; don’t see major downside from here: Vikas Khemani
We have been telling our clients that this is the time to deploy capital. When we get money, we do not sit on cash because nobody can...
Mar 24, 20231 min read
Carnelian Wealth Creators Series - 6
Carnelian Wealth Creators Series presents Vikas Khemani live in conversation with Ms. Vishakha Mulye, CEO, Aditya Birla Capital Ltd. who...
Mar 16, 20234 min read
4 sectors Vikas Khemani is bullish on for next 2 years
Whatever hiring is happening in the new tech is helping IT companies to recover from attrition which they faced, a year, year and a half...
Mar 9, 20236 min read
Choices that one makes! a Fund Manager’s dilemma....
Hope you had a lovely Holi celebration and may this festival fill your life with the colors of joy, friendship, and happiness always....
Feb 22, 20231 min read
Carnelian Quaterly Catch Up - Bringing clarity to chaos
A interactive session with our founder Mr. Vikas Khemani on "Bringing clarity to chaos" followed by Q&A.
Feb 17, 20231 min read
How will manufacturing businesses bring a turnaround in the Indian economy
Our founder Mr. Vikas Khemani's views on how manufacturing businesses bring a turnaround in the Indian economy.
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