Jan 6, 20219 minLetter to investorsCarnelian Update - 7 major trends that will define Markets & EconomyWishing you and your family a happy & healthy 2021 from team Carnelian. While 2020 brought about a major setback to all of us in more...
Dec 24, 20206 minMediaIT sector to remain a star performer for next 3-5 years: Vikas KhemaniI see the same process that happened to consumer stocks between 2009 and 2014 getting repeated in case of IT services companies and the...
Dec 5, 20207 minLetter to investorsCarnelian Update – What next?Greetings from Carnelian. Who would have imagined in March 2020 when the world was hit by a once in a century kind of pandemic, that...
Nov 3, 20207 minLetter to investorsCarnelian Update – Learn from history to do an encoreThe worse a situation becomes the less it takes to turn around, the bigger the upside” – George Soros This is precisely what seems to...
Oct 23, 20202 minMediaCarnelian Capital’s Vikas Khemani Sees Two Wealth-Creating Opportunities Amid PandemicThe 2001 dotcom crisis led to a boom in infrastructure and industrials. The 2008 financial crisis led to a series of populist measures...
Oct 19, 20200 minMediaHold Large Holdings Of ICICI Bank Suggests Vikas Khemani Founder Carnelian Capital Advisor