Jan 20, 20201 minMediaVikas Khemani Bets On A Recovery In Financial StocksFY20 Earnings Will Be ‘Haywire’, Says Carnelian Capital’s Vikas Khemani! Investors looking to pick stocks based on earnings growth...
Jan 2, 20205 minLetter to investorsMacro Outlook for 2020Dear Carnelian Family, Wishing you and your loved ones a very happy & prosperous 2020. What lies ahead Let’s start with some flash back...
Dec 3, 20193 minLetter to investorsCarnelian Investing PrinciplesGreetings from Carnelian!! While you receive our monthly updates and newsletters highlighting our views on the markets along with our...
Oct 1, 20192 minLetter to investorsWelcome reformsGreetings 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...