“Who Stole My Returns - Me or Market?”A different perspective on risk
The most common question we get from investors and potential investors specially at the current juncture is “is it the best time to...
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Jun 7, 202112 min read
An idea whose time has come – another magic story
Greetings from Team Carnelian. It has been our consistent endeavor to give investors a flavour of our investing style through stories and...
May 7, 202112 min read
USD 500bn giant in making…
Greetings from Team Carnelian. Hope you and your family are safe through the second wave of the pandemic. “Choosing the wrong people to...
Apr 5, 20218 min read
Carnelian Update - “Max”imising Magic;Process or outcome?
Greetings from Team Carnelian. Hope you and your family are safe through the second wave hitting. Many of you who have been following us...
Mar 4, 20216 min read
Carnelian Update - Don’t only believe us…
Greetings from Team Carnelian. In our last few newsletters, we have discussed a few megatrends which we believe will pan out over the...
Feb 2, 20216 min read
Budget 2021, Carpe Diem – FM paves path for a USD 5tn economy - Ignore India at your own risk!
Greetings from team Carnelian. The FM considered to be an underdog, delivered a splendid Budget 2021 yesterday, akin to what the Indian...
Jan 6, 20219 min read
Carnelian Update - 7 major trends that will define Markets & Economy
Wishing 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 5, 20207 min read
Carnelian 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 min read
Carnelian Update – Learn from history to do an encore
The worse a situation becomes the less it takes to turn around, the bigger the upside” – George Soros This is precisely what seems to...
Oct 5, 20206 min read
Carnelian Update – Digital Revolution
Dear Carnelian Family, Hope everyone is safe and fine at your end. In our last newsletter, we have briefly touched upon the IT industry...
Sep 3, 20205 min read
Carnelian Update – Lollapalooza Effect in making
Dear Carnelian Family, Hope everyone is safe and fine at your end. In our last month’s newsletter, we have highlighted a couple of mega...
Aug 3, 20206 min read
Carnelian Update – Emergence of a new trend
We see a new trend emerge with an opportunity for a new India ahead. We launch a new fund, read this to know more
Jul 2, 20207 min read
Carnelian Update –Be careful not fearful
Hope everyone is safe !
We firmly believe the current unprecedented time will present many investment opportunities owing to excessive fear.
Jun 3, 202018 min read
Carnelian Update – Completing 1st Year of our Journey
Dear Carnelian family Trust you and your family are keeping well. We are glad to share with you that we have completed the first year of...
May 3, 20203 min read
Carnelian Update – Some respite but continue to focus on risk
Dear Carnelian family, We hope you and your loved ones are all doing well and safe at home. Several weeks into the pandemic, I am sure...
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 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 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...
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