Temporary headwinds amidst structural tailwinds
Current market volatility stems mainly from temporary reasons, creating an opportunity for long-term investors.
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Oct 810 min read
Beyond Narratives…
Markets, a collection of human emotions, also create and act based on stories and narratives.
Sep 107 min read
More, New and Better! - India consumption story
As India is embarking on the journey, it will have three pronged changes in the consumption - Economic,
Social & Digital
Aug 84 min read
Carnelian Bharat Amritkaal Series - Infrastructure: Rebuilding India for Amritkaal
India is focusing on building out large-scale infrastructure throughout the country at the rapid pace with huge sense of urgence
Jul 107 min read
Carnelian Bharat Amritkaal Series - Services Exports: Bigger & Better
India will move from developing to developed – “Services” will be an important sector that will bridge this gap. We see below important tren
Jun 137 min read
Power shift from BJP to NDA – Will this change the policy mood?
The largest festival of democracy on this planet has just concluded with the equity markets seeing a wild swing during the entire week.
May 137 min read
Bharat Amritkaal Series – India, factory to the world
Mega trends are generally born from the congruence of several factors acting in a common direction, resulting into a nuclear chain like reac
Apr 104 min read
Bharat Amritkaal Series - Biggest Mega Trend - Youngest, largest & aspiring!
Greetings from Team Carnelian! In our previous letter, we highlighted the major tectonic shifts which are underway, making us believe...
Mar 148 min read
Bharat Amritkaal!!! – The India story re-begins…
Greetings from Team Carnelian! It is said when you zoom out and look at something over a longer time horizon, things look much different...
Feb 106 min read
A different perspective on Active vs Passive Investing
Passive investing can lead to missing sizable alpha creation opportunities
Jan 37 min read
2023, a momentous year – reflecting on our journey…
As we embark on a bright 2024, we are delighted to take this opportunity to reflect on the growth, achievements, and significant milestones.
Dec 4, 20233 min read
Charlie - Our North Star
Greetings from Team Carnelian!!! In the history of mankind, there rarely comes a human being who single handedly & selflessly impacts the...
Nov 9, 20237 min read
US recession, Geo-Politics – this time it is different.
Most investors agree that India is a great long-term story, but can it remain unscathed from these ongoing global issues and their outcomes?
Oct 12, 20237 min read
Show me the Margins!
Wealth creation and compounding are a function of three things - Quality of Business, Quality of Management and Reasonable price.
Sep 8, 20239 min read
When to sell?? – An investor’s dilemma
Greetings from Team Carnelian!!! Just like in poker, knowing when to hold a hand and when to fold is crucial to every poker player’s...
Aug 10, 20237 min read
We don’t find the market expensive – simplifying asset valuation…
“Price is what you pay and value is what you get” – Warren Buffett. It is a profound and straightforward statement, but only if the...
Jul 7, 20238 min read
CONNECTing dots
At Carnelian, we have created 2 strong pillars of our forensic framework: CLEAR & Connect.
Jun 5, 20237 min read
Demand creates its own supply
In wealth creation, what matters is the rate of change. Value creation is the delta from where you stood yesterday to where you are today.
May 9, 20238 min read
Small is beautiful – What makes them big?
Structural wealth creation happens when a company travels the path from being small to mid to finally large.
Apr 6, 20235 min read
Is a financial crisis looming?
Across the globe were engulfed with heightened fear caused by the collapse of financial institutions Silicon Valley Bank (SVB) and Credit Su
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