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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...
Mar 14, 20248 min read

A different perspective on Active vs Passive Investing
Passive investing can lead to missing sizable alpha creation opportunities
Feb 10, 20246 min read


Carnelian Wealth Creators Series - 7
Carnelian Wealth Creators Series presents Vikas Khemani live in conversation with Mr. Baldev Prakash, CEO & MD, J&K Bank Ltd. who we...
Jan 17, 20241 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.
Jan 3, 20247 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...
Dec 4, 20233 min read


Revisiting earnings, liquidity & valuation - Quarterly Catch Up
Listen to our founder Mr. Vikas Khemani revisiting earnings, liquidity & valuation of the markets.
Nov 28, 20231 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?
Nov 9, 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.
Oct 12, 20237 min read






Carnelian Quarterly Catch-Up
Listen to our founder Mr. Vikas Khemani speaking on what we invested in and where are we looking now.
Sep 8, 20231 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...
Sep 8, 20239 min read


Value doesn't mean cheap; stay in companies that can deliver 18- 20% growth for a sustainable period
Vikas Khemani, Founder, Carnelian Capital Advisors, says: “Our average portfolio valuation is about 19-20 times PE and average portfolio...
Sep 1, 20235 min read
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