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Team Carnelian
- Sep 20, 2021
- 1 min read

India story - From here to where?

Updated: Oct 22, 2022

Watch our founder Mr. Vikas Khemani answer all the questions on how to approach businesses and investing.

Recent Posts

Revisiting earnings, liquidity & valuation - Quarterly Catch Up

What next from all time highs across almost all Equity Indices?

Carnelian Quarterly Catch-Up

Recent Letter to Investors

US recession, Geo-Politics – this time it is different.

Nov 9

Show me the Margins!

Oct 12

When to sell?? – An investor’s dilemma

Sep 8

We don’t find the market expensive – simplifying asset valuation…

Aug 10

CONNECTing dots

Jul 7

Demand creates its own supply

Jun 5

Small is beautiful – What makes them big?

May 9

Is a financial crisis looming?

Apr 6

Choices that one makes! a Fund Manager’s dilemma....

Mar 9

Budget, Adani and Fed!!!

Feb 2

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