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Apr 30, 20201 min read
Carnelian Capital is betting on tech, real estate sectors for multi-year returns.
Carnelian Capital Advisors was one of the first to spot the potential of specialty chemical stocks. Over the last year, share prices of...
Apr 29, 20201 min read
How to build a COVID proof portfoilo with 10 stock for 10 years ?
Watch this interesting video for our recommendation.
Apr 13, 20201 min read
Stay with equities! 3 potential signs which suggest we are near a bottom
We are in unprecedented times. Nobody in January would have imagined a complete lockdown of the world for an uncertain period of time...
Apr 11, 20201 min read
Next Bull Market in India a couple of quarters away - Vikas Khemani
Next Bull Market in India a couple of quarters away
Apr 2, 20209 min read
Carnelian Update - Chartering in unprecedented times
Dear Carnelian family, We hope that you and your family are safe and staying home. We are in unprecedented times, thus thought of doing...
Mar 17, 20201 min read
Lots of value in the market but stagger your investment
We are definitely in chaotic times. This issue about public health and how fast it is spreading and what are the measures taken to...
Mar 3, 20203 min read
Covid Update
Dear Readers, Greetings from Team Carnelian!! We are also happy to report this month, we are migrating Nippon Asset Management, one of...
Feb 3, 20204 min read
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”...
Jan 20, 20201 min read
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...
Jan 2, 20205 min read
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...
Dec 3, 20193 min read
Carnelian Investing Principles
Greetings from Carnelian!! While you receive our monthly updates and newsletters highlighting our views on the markets along with our...
Oct 1, 20192 min read
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...
Aug 1, 20196 min read
Credit Flow – Vital Lynchpin
Credit Flow - Vital Lynchpin
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