Insights

Lower Commodity Prices to Benefit India, Says Vikas Khemani BQ

Covid Update

Dear Readers, Greetings from Team Carnelian!! We are also happy to report this month, we are migrating Nippon Asset Management, one of...

There’s 90% probability of economy doing well in three years: Vikas Khemani, Carnelian Capital

Economy Ripe For A Rebound? | Vikas Khemani To ET NOW

Carnelian Investment principles – MCO framework

Greetings from Carnelian While the returns since inception encourage us, we continue to focus on our investment thesis (the “MCO”...

Vikas Khemani Bets On A Recovery In Financial Stocks

FY20 Earnings Will Be ‘Haywire’, Says Carnelian Capital’s Vikas Khemani! Investors looking to pick stocks based on earnings growth...

Vikas Khemani On Markets In 2020

Macro Outlook for 2020

Dear Carnelian Family, Wishing you and your loved ones a very happy & prosperous 2020. What lies ahead Let’s start with some flash back...

Vikas Khemani On Global Factors Affecting Indian Stock Market

Carnelian Investing Principles

Greetings from Carnelian!! While you receive our monthly updates and newsletters highlighting our views on the markets along with our...

Welcome reforms

Greetings from Carnelian! We are back with an update on our fund. We changed our view on the markets during the month post the FM’s...

Credit Flow – Vital Lynchpin

Credit Flow - Vital Lynchpin