Generated by All in One SEO v4.9.0, this is an llms.txt file, used by LLMs to index the site. # Carnelian Capital ## Sitemaps - [XML Sitemap](https://carneliancapital.co.in/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Seven years on : what our mistakes taught us](https://carneliancapital.co.in/letters-to-investors/seven-years-on-what-our-mistakes-taught-us) - The best thing one can do with a mistake is look at it dispassionately, and honestly. By sharing ours openly, we hold ourselves accountable and ensure that these lessons become institutional knowledge, not just personal memory. - [2023: Tailwinds amidst headwinds…](https://carneliancapital.co.in/letters-to-investors/2023-tailwinds-amidst-headwinds) - Explore the 2023 market outlook and understand how structural tailwinds continued to create opportunities despite economic and market headwinds - [Choices that one makes! a Fund Manager’s dilemma....](https://carneliancapital.co.in/letters-to-investors/choices-that-one-makes-a-fund-managers-dilemma) - Explore the key choices and dilemmas fund managers face while balancing risk, returns, and long-term investing strategies with Carnelian Capital. - [Budget, Adani and Fed!!!](https://carneliancapital.co.in/letters-to-investors/budget-adani-and-fed) - Explore the market impact of India’s budget, Adani developments, and Fed policy. Insights on investment strategy from Carnelian Capital. - [AIF Vs Mutual Funds: Which one is highly preferred by HNIs?](https://carneliancapital.co.in/blog/aif-vs-mutual-funds-which-one-is-highly-preferred-by-hnis) - Explore the differences between AIFs and mutual funds, understand tax, liquidity, and returns, and discover why AIFs are gaining popularity among HNIs for wealth management. - [Embrace volatility & build this Vintage](https://carneliancapital.co.in/letters-to-investors/embrace-volatility-build-this-vintage) - Learn how to navigate market volatility and build resilient portfolios. Insights on disciplined investing and long-term wealth creation from Carnelian Capital. - [10 Behavioural Biases That Can Impact HNI Equity Portfolios](https://carneliancapital.co.in/blog/10-behavioural-biases-that-can-impact-hni-equity-portfolios) - Learn about 10 behavioural biases that can impact HNI equity portfolios and discover how disciplined investing supports long-term wealth creation. - [Manufacturing 2.0 - The Accelerants Arrive](https://carneliancapital.co.in/letters-to-investors/manufacturing-2-0-the-accelerantsarrive) - Greetings from Team Carnelian! “History doesn’t repeat itself, but it often rhymes.” — Mark Twain In 2020, Carnelian launched India's first manufacturing-focused fund - Shift Strategy - at a time when the "India manufacturing" theme was not yet mainstream conversation. More than five years later, the fund delivered 32%+ CAGR, and the thesis that once - [How SEBI Regulates Portfolio Managers in India: What Investors Should Know](https://carneliancapital.co.in/blog/how-sebi-regulates-portfolio-managers-in-india-what-investors-should-know) - Discover how SEBI regulates portfolio managers in India, including PMS rules, investor safeguards, disclosure requirements, and compliance standards. - [NRI Investing in Indian PMS: Rules, Tax Implications, and What to Know Before You](https://carneliancapital.co.in/blog/nri-investing-in-indian-pms-rules-tax-implications-and-what-to-know-before-you) - Learn how NRIs can invest in Indian PMS, understand tax implications, NRE vs. NRO accounts, DTAA benefits, and GIFT City investment options. - [How to Read a PMS Performance Disclosure: What the Numbers Actually Mean](https://carneliancapital.co.in/blog/how-to-read-a-pms-performance-disclosure-what-the-numbers-actually-mean) - Discover how to interpret a PMS performance disclosure by understanding TWRR, XIRR, benchmarks, rolling returns, and fee structures. - [How Public Markets Actually Create Wealth: A Practical Lens on Equity Investing in India](https://carneliancapital.co.in/blog/how-public-markets-actually-create-wealth-a-practical-lens-on-equity-investing-in-india) - Explore how public markets create wealth in India and learn the principles of long-term equity investing for sustainable capital growth. - [Best Performing PMS in India: How HNIs Should Evaluate Returns Before Investing](https://carneliancapital.co.in/blog/best-performing-pms-in-india-how-hnis-should-evaluate-returns-before-investing) - Learn how to evaluate the best performing PMS in India using rolling returns, risk metrics, and investment philosophy for long-term wealth creation. - [The 7 Mega Trends Driving India's Amritkaal Economy and How Equity Investors Can Participate](https://carneliancapital.co.in/blog/the-7-mega-trends-driving-indias-amritkaal-economy-and-how-equity-investors-can-participate) - Discover the 7 mega trends driving India's Amritkaal economy and learn how equity investors can capitalize on long-term growth opportunities. - [FAD FOMO FADE 3 - the global AI frenzy](https://carneliancapital.co.in/letters-to-investors/fad-fomo-fade-3-the-global-ai-frenzy) - Greetings from Team Carnelian! "The four most dangerous words in investing are: this time it’s different." — Sir John TempletonIn 2021, we wrote “FAD — FOMO — FADE”, warning about the new-age tech IPO frenzy. In 2025, Part 2 cautioned against the unlisted shares and preferential allotment bubble. Both times, the framework helped our investors - [What Is Portfolio Evaluation? Meaning, Benefits & Steps Explained](https://carneliancapital.co.in/blog/what-is-portfolio-evaluation-meaning-benefits-steps-explained) - Table of Contents IntroductionWhat Is Portfolio Evaluation?Why Portfolio Evaluation Matters for HNIsKey Benefits of Regular Portfolio EvaluationThe Core Methods of Portfolio EvaluationSteps to Evaluate Your Portfolio EffectivelyPortfolio Evaluation in PMS and AIF StructuresCommon Mistakes Investors Make During EvaluationAbout CarnelianFAQs Introduction You have committed significant capital to the markets. Your portfolio manager has deployed it across - [Beyond Narratives : FAD – FOMO – FADE : 2 Investors’ blind date with…](https://carneliancapital.co.in/letters-to-investors/beyond-narratives-fad-fomo-fade-2-investors-blind-date-with) - Explore how market narratives and FOMO influence investor decisions and understand the importance of discipline and fundamentals in long term investing. - [small is beautiful – what makes them big?](https://carneliancapital.co.in/letters-to-investors/small-is-beautiful-what-makes-them-big) - Explore why small businesses or niche companies can deliver big impact. Insights on growth, fundamentals, and investing from Carnelian Capital. - [What Is Market Drawdown and How Should HNI Investors Respond to It?](https://carneliancapital.co.in/blog/what-is-market-drawdown-and-how-should-hni-investors-respond-to-it) - Discover how HNIs can understand market draw downs, explore risk management strategies, and learn to preserve and grow wealth during market corrections. - [Structural tailwinds vs Cyclical headwinds](https://carneliancapital.co.in/letters-to-investors/structural-tailwinds-vs-cyclical-headwinds) - Explore how structural tailwinds and cyclical headwinds are shaping market trends, economic growth, and long term investment opportunities in India - [An idea whose time has come – another magic story](https://carneliancapital.co.in/letters-to-investors/an-idea-whose-time-has-come-another-magic-story) - Explore how transformative investment ideas emerge over time and understand the role of patience, conviction, and long term market opportunities - [“Who Stole My Returns - Me or Market?”A different perspective on risk](https://carneliancapital.co.in/letters-to-investors/who-stole-my-returns-me-or-marketa-different-perspective-on-risk) - Explore a different perspective on investment risk and understand whether investor behavior or markets have a bigger impact on long term returns - [Next pot of Gold!](https://carneliancapital.co.in/letters-to-investors/next-pot-of-gold) - Explore the next pot of gold in investing and understand how emerging opportunities, market trends, and long term thinking shape wealth creation - [A life changing experience! - Power of internal compounding](https://carneliancapital.co.in/letters-to-investors/a-life-changing-experience-power-of-internal-compounding) - Explore the power of internal compounding and understand how quality businesses create long term wealth through sustainable growth and reinvestment - [Type A risk – one of the biggest wealth destroyers – a deep dive](https://carneliancapital.co.in/letters-to-investors/type-a-risk-one-of-the-biggest-wealth-destroyers-a-deep-dive) - Explore Type A risk and understand how major investment mistakes, behavioral biases, and poor decisions can destroy long term wealth creation - [Speed bumps ahead: Focus on Risks and BRICs in Samvat 2078](https://carneliancapital.co.in/letters-to-investors/speed-bumps-ahead-focus-on-risks-and-brics-in-samvat-2078) - Explore the risks and opportunities in Samvat 2078 and understand how global trends, BRICS dynamics, and market uncertainty shape investing - [FAD-FOMO-FADE](https://carneliancapital.co.in/letters-to-investors/fad-fomo-fade) - Explore how market fads and FOMO influence investor behavior and understand why disciplined investing and fundamentals matter for long term wealth - [2022 to be the year of de-rating & modest earnings growth](https://carneliancapital.co.in/letters-to-investors/2022-to-be-the-year-of-de-rating-modest-earnings-growth) - Explore the 2022 market outlook and understand how de-rating, modest earnings growth, and valuation trends influenced investment strategies - [A “Magic”al Delivery!](https://carneliancapital.co.in/letters-to-investors/a-magical-delivery) - Explore A Magical Delivery and understand how disciplined investing, business quality, and long-term thinking support wealth creation over time - [Manufacturing – All Stars Aligned](https://carneliancapital.co.in/letters-to-investors/manufacturing-all-stars-aligned) - Explore how manufacturing tailwinds, policy support, and global demand are aligning to strengthen India’s industrial growth and investment opportunities - [The 2026 PMS Tax Checklist: 7 Essentials for Every HNI Portfolio](https://carneliancapital.co.in/blog/the-2026-pms-tax-checklist-7-essentials-for-every-hni-portfolio) - Learn the 2026 PMS tax checklist for HNIs, explore capital gains rules, advance tax, and portfolio taxation strategies to protect your investment returns. - [What Is a Family Office and When Should HNIs Consider One?](https://carneliancapital.co.in/blog/what-is-a-family-office-and-when-should-hnis-consider-one) - Discover how family offices help HNIs manage wealth, succession, tax planning, and global investments with institutional-grade strategies for long-term growth. - [Should you really diversify globally?](https://carneliancapital.co.in/letters-to-investors/should-you-really-diversify-globally) - Greetings from Team Carnelian! “Diversification is protection against ignorance. It makes little sense if you know what you are doing.” — Warren Buffett We’ve been getting this question a lot lately from our clients. In almost every investor meeting or interaction over the last few months, someone leans in and asks some version of the - [Sailing amidst uncertainties](https://carneliancapital.co.in/letters-to-investors/sailing-amidst-uncertainties) - Learn how to navigate uncertain markets with disciplined investing and long-term strategies. Insights and guidance from Carnelian Capital. - [3 years of our journey so far…. then and now](https://carneliancapital.co.in/letters-to-investors/3-years-of-our-journey-so-far-then-and-now) - Reflect on Carnelian Capital’s three-year journey, milestones, and lessons. Insights on investment approach, growth, and strategy for investors. - [CLEAR vision avoids casualties…](https://carneliancapital.co.in/letters-to-investors/clear-vision-avoids-casualties) - Learn how a clear investment vision helps avoid mistakes and losses. Insights on disciplined investing and portfolio strategy from Carnelian Capital. - [Predictably Irrational – Psychology of Investing](https://carneliancapital.co.in/letters-to-investors/predictably-irrational-psychology-of-investing) - Explore behavioral biases and the psychology of investing. Learn how to make rational, disciplined investment decisions with insights from Carnelian Capital. - [Culture – The compounding machine](https://carneliancapital.co.in/letters-to-investors/culture-the-compounding-machine) - Explore how corporate culture drives long-term value and compounding growth. Insights on organizational impact and investing from Carnelian Capital. - [Three Peaks & Twin Engine will lead to 70,000](https://carneliancapital.co.in/letters-to-investors/three-peaks-twin-engine-will-lead-to-70000) - Explore market drivers, twin-engine growth, and potential for 70,000 points. Insights on strategy and investing from Carnelian Capital. - [This time it’s different](https://carneliancapital.co.in/letters-to-investors/this-time-its-different-updated-dec-12-2022) - Explore why markets may behave differently this time and the implications for investors. Insights and long-term strategy from Carnelian Capital. - [Is a financial crisis looming?](https://carneliancapital.co.in/letters-to-investors/small-is-beautiful-what-makes-them-big-2) - Discover how small businesses scale into impactful companies. Insights on growth, fundamentals, and long-term investing from Carnelian Capital. - [Demand creates its own supply](https://carneliancapital.co.in/letters-to-investors/demand-creates-its-own-supply) - Explore how rising demand drives supply and growth opportunities in markets. Insights on investment strategies from Carnelian Capital. - [CONNECTing dots](https://carneliancapital.co.in/letters-to-investors/connecting-dots) - Learn how connecting key insights, trends, and fundamentals can guide investment decisions. Insights and strategies from Carnelian Capital. - [Beyond Narratives…](https://carneliancapital.co.in/letters-to-investors/beyond-narratives) - Explore perspectives beyond market narratives and understand how fundamentals, investor behavior, and long term thinking shape investment decisions - [We don’t find the market expensive – simplifying asset valuation…](https://carneliancapital.co.in/letters-to-investors/we-dont-find-the-market-expensive-simplifying-asset-valuation) - Understand why the market may not be expensive and how asset valuation works. Insights on investing and fundamentals from Carnelian Capital. - [When to sell?? – An investor’s dilemma](https://carneliancapital.co.in/letters-to-investors/when-to-sell-an-investors-dilemma) - Understand the dilemma of selling investments, key indicators, and long-term strategies. Insights from Carnelian Capital for disciplined investors. - [Show me the Margins!](https://carneliancapital.co.in/letters-to-investors/show-me-the-margins) - Explore how margins reveal business quality and growth potential. Insights for investors on fundamentals and valuation from Carnelian Capital. - [US recession, Geo-Politics – this time it is different.](https://carneliancapital.co.in/letters-to-investors/us-recession-geo-politics-this-time-it-is-different) - Explore how the US recession and geopolitical factors impact markets differently this time. Insights and long-term investing perspective from Carnelian Capital. - [Charlie - Our North Star](https://carneliancapital.co.in/letters-to-investors/charlie-our-north-star) - Explore lessons, principles, and long-term investing guidance inspired by Charlie, our North Star. Insights from Carnelian Capital for disciplined investors. - [2023, a momentous year – reflecting on our journey…](https://carneliancapital.co.in/letters-to-investors/2023-a-momentous-year-reflecting-on-our-journey) - Reflect on 2023 with insights on milestones, market lessons, and investment perspectives. Read Carnelian Capital’s journey and investor takeaways. - [A different perspective on Active vs Passive Investing](https://carneliancapital.co.in/letters-to-investors/a-different-perspective-on-active-vs-passive-investing) - Understand active vs passive investing, key differences, risks, and long-term strategy choices with insights from Carnelian Capital. - [Bharat Amritkaal!!! – The India story re-begins…](https://carneliancapital.co.in/letters-to-investors/bharat-amritkaal-the-india-story-re-begins) - Explore how the India growth story is re-emerging through economic reforms, structural growth, and long term opportunities across sectors and markets - [Bharat Amritkaal Series - Biggest Mega Trend - Youngest, largest & aspiring!](https://carneliancapital.co.in/letters-to-investors/bharat-amritkaal-series-biggest-mega-trend-youngest-largest-aspiring) - Explore India’s biggest mega trend driven by a young, large, and aspiring population shaping economic growth, consumption, and investment opportunities - [Bharat Amritkaal Series – India, factory to the world](https://carneliancapital.co.in/letters-to-investors/bharat-amritkaal-series-india-factory-to-the-world) - Explore India’s journey to becoming the factory to the world and understand how manufacturing growth and policy support are driving economic transformation - [Power shift from BJP to NDA – Will this change the policy mood?](https://carneliancapital.co.in/letters-to-investors/power-shift-from-bjp-to-nda-will-this-change-the-policy-mood) - Explore the potential impact of the power shift from BJP to NDA on India’s policy landscape and its implications for economic growth and market sentiment - [Carnelian Bharat Amritkaal Series - Infrastructure: Rebuilding India for Amritkaal](https://carneliancapital.co.in/letters-to-investors/carnelian-bharat-amritkaal-series-infrastructure-rebuilding-india-for-amritkaal) - Explore the vision of rebuilding India’s infrastructure for Amritkaal and understand how strategic investments in infrastructure can shape the nation’s future growth - [More, New and Better! - India consumption story](https://carneliancapital.co.in/letters-to-investors/more-new-and-better-india-consumption-story) - Explore the evolving consumption story in India and understand how economic trends, consumer behavior, and market growth are shaping long term opportunities - [Temporary headwinds amidst structural tailwinds](https://carneliancapital.co.in/letters-to-investors/temporary-headwinds-amidst-structural-tailwinds) - Explore how temporary market headwinds coexist with long term structural tailwinds shaping economic growth, investment outlook, and market opportunities - [Beyond Narratives – Is consumption slow?](https://carneliancapital.co.in/letters-to-investors/beyond-narratives-is-consumption-slow) - Explore whether consumption is truly slowing and understand the economic, behavioral, and market factors shaping consumer demand and growth - [2025 – Year of keeping low expectations and staying disciplined](https://carneliancapital.co.in/letters-to-investors/2025-year-of-keeping-low-expectations-and-staying-disciplined) - Explore the importance of staying disciplined in 2025 and understand how realistic expectations and long term thinking shape investment decisions - [Steering through the fog together](https://carneliancapital.co.in/letters-to-investors/steering-through-the-fog-together) - Explore how investors can navigate uncertainty through disciplined investing, market resilience, and long term strategies during volatile conditions - [Markets & Maha Kumbh - Exponential India](https://carneliancapital.co.in/letters-to-investors/markets-maha-kumbh-exponential-india) - Explore the idea of Exponential India and understand how market growth, economic transformation, and long term investing trends are shaping opportunities - [The Oracle's Farewell](https://carneliancapital.co.in/letters-to-investors/the-oracles-farewell) - Explore key investment lessons from the Oracle’s farewell and understand timeless ideas around patience, discipline, value, and long term wealth creation - [Beyond Narratives - Insider selling – a different perspective](https://carneliancapital.co.in/letters-to-investors/beyond-narratives-insider-selling-a-different-perspective) - Explore a different perspective on insider selling and understand how promoter actions, market sentiment, and business fundamentals influence investors - [Contra Portfolio Strategy - investing beyond consensus](https://carneliancapital.co.in/letters-to-investors/contra-portfolio-strategy-investing-beyond-consensus) - Explore contra portfolio strategy and understand how investing beyond consensus can uncover long term opportunities through disciplined contrarian thinking - [India’s new-age platforms: From fad to fundamentals](https://carneliancapital.co.in/letters-to-investors/indias-new-age-platforms-from-fad-to-fundamentals) - Explore how India’s new age platforms are shifting from market hype to strong business fundamentals driven by scale, profitability, and growth. - [When the expected fails, unexpected blossoms](https://carneliancapital.co.in/letters-to-investors/when-the-expected-fails-unexpected-blossoms) - Explore how unexpected market outcomes create investment opportunities and understand the role of resilience, adaptability, and long term thinking - [Optimists’ take on managing Risk](https://carneliancapital.co.in/letters-to-investors/optimists-take-on-managing-risk) - Explore an optimistic approach to managing risk and understand how long term thinking, discipline, and portfolio strategy help navigate market uncertainty. - [2026 Outlook - From a Year of Caution to a Year of Opportunity](https://carneliancapital.co.in/letters-to-investors/2026-outlook-from-a-year-of-caution-to-a-year-of-opportunity) - Explore the 2026 market outlook and understand the shift from caution to opportunity driven by earnings growth, policy trends, and evolving investment strategies - [Budget Beyond STT](https://carneliancapital.co.in/letters-to-investors/budget-beyond-stt) - Explore the impact of budget changes beyond STT and understand how tax policies, market dynamics, and investor sentiment shape long term investment decisions - [Beyond Narrative: AI – Transformation or Disruption](https://carneliancapital.co.in/letters-to-investors/beyond-narrative-ai-transformation-or-disruption) - Explore whether AI is driving transformation or disruption and understand its impact on businesses, productivity, and long term investment opportunities. - [Source of Alpha - Revisiting MAGIC Framework](https://carneliancapital.co.in/letters-to-investors/source-of-alpha-revisiting-magic-framework) - Explore the source of alpha and understand the magic framework that drives superior returns through disciplined stock selection and long term investing strategies - [India is expensive – Really?](https://carneliancapital.co.in/letters-to-investors/india-is-expensive-really) - Explore whether India is truly expensive and understand valuation trends, earnings growth, and market cycles shaping long term investment opportunities - [History’s lesson: build this vintage](https://carneliancapital.co.in/letters-to-investors/historys-lesson-build-this-vintage) - Learn how historical lessons shape investment strategies. Discover insights from Carnelian Capital to build a lasting legacy with strategic financial decisions. - [How to choose right AIF for your portfolio](https://carneliancapital.co.in/blog/how-to-choose-right-aif-for-your-portfolio) - Learn how to choose the right AIF for your portfolio, explore SEBI categories, tax implications, and strategies to align with your long-term investment goals. - [Offshore Funds vs Domestic Structures: A Strategic Comparison](https://carneliancapital.co.in/blog/offshore-funds-vs-domestic-structures-a-strategic-comparison) - As an investor who has meticulously built a significant corpus, you likely understand that capital preservation is as much an art as it is a science. There is a common adage that suggests a 'jack of all trades' is a 'master of none.' While this might hold true in craftsmanship, the modern financial sector turns - [PMS vs. AIF in 2026: Choosing the Right service for Your Long-term investments Portfolio](https://carneliancapital.co.in/blog/pms-vs-aif-in-2026-choosing-the-right-service-for-your-long-term-investments-portfolio) - Learn offshore vs domestic fund structures, compare tax, risk, and returns, and build a diversified portfolio with global exposure and India growth potential - [Why Union Budget 2026 is a Win for Long-Term Investors?](https://carneliancapital.co.in/blog/why-union-budget-2026-is-a-win-for-long-term-investors) - The annual unveiling of the Union Budget often feels like a high-stakes ritual for the financial community. For those who have spent years watching market cycles, the real value usually lies far beneath the surface level movements that dominate the news for a few hours. Budget 2026 has emerged as a blueprint for institutionalizing growth - [What Is Contrarian Investing and When Does It Work Best?​](https://carneliancapital.co.in/blog/what-is-contrarian-investing-and-when-does-it-work-best) - Master contrarian investing in 2026. Learn how to spot market mispricing, avoid herd mentality, and use the Carnelian Contra Strategy for superior returns. - [AIF in India Explained: A Complete Guide for Investors](https://carneliancapital.co.in/blog/aif-in-india-explained-a-complete-guide-for-investors) - Master AIFs in India with our 2026 guide. Explore SEBI categories, tax reforms, and investment strategies to grow your wealth. Start investing today! - [What Are Offshore Funds in India & How Do They Work?](https://carneliancapital.co.in/blog/what-are-offshore-funds-in-india-how-do-they-work) - Master offshore funds in India with our 2026 guide. Explore LRS routes, GIFT City benefits, and the new 12.5% LTCG tax rules to diversify your wealth globally. Read more. - [How Equity Investing in India Works for PMS Investors​](https://carneliancapital.co.in/blog/how-equity-investing-in-india-works-for-pms-investors) - Learn how equity investing in India works for PMS investors, explore fees, taxation, ownership benefits, and long-term growth strategies. - [Exploring Multi-Cap, Large-Cap, and Thematic PMS: A Guide to Choosing Your Strategy](https://carneliancapital.co.in/blog/exploring-multi-cap-large-cap-and-thematic-pms-a-guide-to-choosing-your-strategy) - Compare Large-Cap, Multi-Cap & Thematic PMS strategies. Navigate market cycles with Carnelian’s expert portfolios for sustainable wealth growth. - [Beyond Traditional Equities: Understanding Category III AIFs & Their Unique Edge](https://carneliancapital.co.in/blog/beyond-traditional-equities-understanding-category-iii-aifs-their-unique-edge) - Standard long-only investing is essentially a bet on the persistence of optimism. It performs admirably while the market climbs, but the math of a correction can erase years of compounding in a few weeks. For those managing significant capital, the goal is to manage downturn risks while positioning for growth. Achieving this requires a departure - [Chasing Performance? Why Consistency Matters More Than One-Year Returns in PMS](https://carneliancapital.co.in/blog/chasing-performance-why-consistency-matters-more-than-one-year-returns-in-pms) - Chasing 1-year returns can be a strategic mistake. Explore how a disciplined process and downside protection create the best performing PMS in India for HNI investors. - [The power of flexibility: Why multi-cap funds are essential for a balanced portfolio](https://carneliancapital.co.in/blog/the-power-of-flexibility-why-multi-cap-funds-are-essential-for-a-balanced-portfolio) - Build a resilient portfolio with multi-cap funds. Learn how balancing large, mid, and small-cap stocks through a PMS strategy can drive alpha and mitigate risk. - [Direct The Role of Active Management: Why PMS Strategies Are Gaining Traction Among HNIs](https://carneliancapital.co.in/blog/direct-the-role-of-active-management-why-pms-strategies-are-gaining-traction-among-hnis) - Discover why HNIs are choosing active PMS strategies over passive funds in India. Learn about the Inclusion Lag, market-cap flaws, and how to capture early-stage growth. - [Direct Equity vs. PMS: Which Route is Right for Your Wealth Goals?](https://carneliancapital.co.in/blog/direct-equity-vs-pms-which-route-is-right-for-your-wealth-goals) - Compare Direct Equity and PMS to understand which investment route suits your wealth goals. Learn how control, expertise, time commitment, and risk appetite shape the right choice. - [Different Types of PMS in India Explained: Discretionary, Non-Discretionary & Advisory](https://carneliancapital.co.in/blog/different-types-of-pms-in-india-explained-discretionary-non-discretionary-advisory) - Understand the 3 types of PMS in India Discretionary, Non-Discretionary & Advisory. Know how each works and choose the right portfolio management service for your investment goals. - [Top 5 Benefits of Investing in PMS: Why does High-Net-Worth Investors Prefer It?](https://carneliancapital.co.in/blog/top-5-benefits-of-investing-in-pms-why-does-high-net-worth-investors-prefer-it) - PMS (Portfolio Management Service) is a high-touch investment vehicle providing tailored investment solutions to high-net-worth investors. Professional fund managers with their fine expertise aid HNIs in managing their portfolio with full flexibility (in accordance with their specific needs and financial goals). It plays a crucial role for investors in managing the finances of accredited investors - [What Is the Minimum Investment Required for PMS in India? Rules, Limits, and Options Meta](https://carneliancapital.co.in/blog/what-is-the-minimum-investment-required-for-pms-in-india-rules-limits-and-options-meta) - Explore the minimum investment required for PMS in India, the regulations, and investment options. Learn more about Carnelian's personalized PMS strategies. - [Carnelian Bharat Amritkaal Series - Services Exports: Bigger & Better](https://carneliancapital.co.in/letters-to-investors/carnelian-bharat-amritkaal-series-services-exports-bigger-better) - Greetings from Team Carnelian! We have been writing in our recent letters on various trends and opportunities during Amritkaal. In our previous letters, we discussed re-beginning of India’s story (read) - India transitioning from a developing nation to a Viksit Bharat. We wrote about India – factory to the world (read), Youngest, Largest & Aspiring - [Carnelian Update - 7 major trends that will define Markets & Economy](https://carneliancapital.co.in/letters-to-investors/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 than many ways, it also brought along new dimensions of life never thought before!. 2020 made us realise the futility of several things in our lives - how we - [Carnelian Update – Some respite but continue to focus on risk](https://carneliancapital.co.in/letters-to-investors/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 you have read or heard a lot on Covid-19, its impact on the economy and businesses. Our view is nobody knows. The only thing that we know is, this - [Carnelian Update - Chartering in unprecedented times](https://carneliancapital.co.in/letters-to-investors/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 our monthly letter a bit differently, while still trying to address most questions you may have. We firmly believe that our Indian scriptures offer a perspective on every problem. Supporting our - [Covid Update](https://carneliancapital.co.in/letters-to-investors/covid-update) - Dear Readers, Greetings from Team Carnelian!! We are also happy to report this month, we are migrating Nippon Asset Management, one of our portfolio companies from Magic Basket to Compounder Basket. We bought this stock with the hypothesis that it will become 3x in 5 years’ time, aided both by earnings growth and valuation re-rating. - [Carnelian Investment principles – MCO framework](https://carneliancapital.co.in/letters-to-investors/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” framework) instead of the scoreboard and will continue to look for new investment opportunities within this framework. The MCO framework enables us in identifying investment opportunities within 3 broad baskets “Magic”, “Compounder” and “Opportunistic”. Before - [Macro Outlook for 2020](https://carneliancapital.co.in/letters-to-investors/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 of events before moving to expectations from 2020. Good Bye 2019!!! 2019 has been one of the toughest years for most people in their investing careers. It has been good for - [Carnelian Investing Principles](https://carneliancapital.co.in/letters-to-investors/carnelian-investing-principles) - Greetings from Carnelian!! While you receive our monthly updates and newsletters highlighting our views on the markets along with our performance (“output”), we thought it will be a good idea to start sharing Carnelian Investing Principles (CIP): the source behind our performance. While output is beyond our control, we can control and consistently improve the - [Welcome reforms](https://carneliancapital.co.in/letters-to-investors/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 announcements on 20th September, 2019. We sent you a quick note on the same day. To us, the government’s decisive move to do an aggressive tax cut, was a great - [USD 500bn giant in making…](https://carneliancapital.co.in/letters-to-investors/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 lead an organization is the No.1 risk for businesses” – Warren Buffet, WSJ 2021” So is the reverse true as well. It is a well-established fact that the Quality of Management determines - [Carnelian Update - “Max”imising Magic;Process or outcome?](https://carneliancapital.co.in/letters-to-investors/carnelian-update-maximising-magicprocess-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 must be aware of our MCO framework. We have received many requests seeking a case study of our magic portfolio to get insights into our approach. So, in this newsletter we - [Carnelian Update - Don’t only believe us…](https://carneliancapital.co.in/letters-to-investors/carnelian-update-dont-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 next few years. These structural trends further received an impetus in the recently announced historic budget wherein the Finance Minister kick started the investment cycle and implemented various measures facilitating the private - [Budget 2021, Carpe Diem – FM paves path for a USD 5tn economy - Ignore India at your own risk!](https://carneliancapital.co.in/letters-to-investors/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 cricket team delivered in Australia, silencing critics, surprising many & unleashing the animal spirit! Since the time we have been following budgets, rarely have we witnessed one where the FM has addressed all - [Carnelian Update – What next?](https://carneliancapital.co.in/letters-to-investors/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 markets will hit a new high in less than one year? In our last three newsletters, we have shared our views on the evolving situation and how this crisis has - [Carnelian Update – Learn from history to do an encore](https://carneliancapital.co.in/letters-to-investors/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 have happened this time as well! The market has surprised everyone with a faster than expected recovery. Markets are back to pre-covid levels and it doesn’t seem to be a - [Carnelian Update – Digital Revolution](https://carneliancapital.co.in/letters-to-investors/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 as being one of the structural opportunities providing a dual opportunity of superior earnings compounding along with P/E re-rating - a perfect ingredient for our magic basket. Since then our research - [Carnelian Update – Lollapalooza Effect in making](https://carneliancapital.co.in/letters-to-investors/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 trends emerging out of the current crisis – manufacturing led boom and IT sector boom. While the first order beneficiaries are obvious, there are significant and far reaching compounding opportunities of - [Carnelian Update – Emergence of a new trend](https://carneliancapital.co.in/letters-to-investors/carnelian-update-emergence-of-a-new-trend) - Dear Carnelian Family, Hope everyone is safe and fine at your end. In our last month’s newsletter, we have said that we are making a hypothesis around trends and opportunities emerging out of the current crisis. We strongly believe that every crisis brings an opportunity, so will this…. One of the opportunities which clearly emerges - [Carnelian Update –Be careful not fearful](https://carneliancapital.co.in/letters-to-investors/carnelian-update-be-careful-not-fearful) - Dear Carnelian Family, Hope everyone is safe and fine at your end. We are happy to report that our strategy is back in the positive and has outperformed the Benchmark by ~2.27% in June and ~10.63% since inception. While outperformance is welcome, we continue to travel during these unprecedented times keeping our seat belt and - [Carnelian Update – Completing 1st Year of our Journey](https://carneliancapital.co.in/letters-to-investors/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 our strategy and it’s time to thank, reflect back and plan forward. Foremost, we would like to thank all our investors, channel partners and consultants for being with us ## Pages - [Home](https://carneliancapital.co.in/) - Carnelian Asset Management, founded by Vikas Khemani, is a boutique firm managing USD 1.4 bn in Indian equities with a focus on quality, growth, and risk frameworks. - [Quarterly Catch-up](https://carneliancapital.co.in/quarterly-catch-up) - Watch Carnelian’s Quarterly Catch‑Up: insights on market outlook, portfolio updates & emerging trends from our team of investment experts. - [Presentation & Factsheets](https://carneliancapital.co.in/presentation-factsheets) - Explore Carnelian Asset Management presentations & factsheets covering Compounder, Shift, Contra Portfolio strategies and bespoke PMS offerings. - [DISCLOSURES](https://carneliancapital.co.in/disclosures) - CARNELIAN'S DISCLOURES, complaint handling, and grievance redressal details, with SEBI contact info for offshore fund investors in Gift City. - [Our Journey](https://carneliancapital.co.in/journey) - Explore Carnelian Asset’s journey from its 2019 inception to ₹13,000+ Cr AUM—marking innovation, resilience, and growth through flagship funds and partnerships. - [Contact](https://carneliancapital.co.in/contact) - Connect with Carnelian Asset Management for investment insights and partnership opportunities. Our experts help you craft strategies for long-term wealth growth. - [Forms](https://carneliancapital.co.in/forms) - Access all Carnelian Asset forms including AIF, PMS, redemption, transfer, broker code change, and modification requests with ease in one place. - [Annual Stewardship Activity](https://carneliancapital.co.in/annual-stewardship-activity) - Carnelian Asset Annual Stewardship Policy outlines our approach to responsible investing, engagement, and governance for sustainable value creation. - [Team](https://carneliancapital.co.in/team) - Meet the team behind Carnelian Asset — 84+ passionate professionals and visionary founders committed to integrity, excellence, and long-term client success. - [Careers](https://carneliancapital.co.in/careers) - Join Carnelian Asset Management to grow your career in a culture of excellence, mentorship, and innovation while shaping the future of investing. - [Thank You](https://carneliancapital.co.in/thank-you) - Our team is happy to assist you. You can schedule a Microsoft Teams meeting with one of our experts at a time that works best for you. Schedule Meeting - [AIF](https://carneliancapital.co.in/aif) - Discover Carnelian’s AIF offerings: flexi‑cap & multi‑cap funds designed to capture India’s structural growth trends and mega opportunities. - [PMS](https://carneliancapital.co.in/pms) - Explore Carnelian’s PMS offerings: Compounder, Shift, Contra & Bespoke strategies tailored to capture India’s growth story and structural shifts. - [Interviews](https://carneliancapital.co.in/interviews) - Watch insightful interviews with Carnelian Asset’s leadership and analysts as they discuss market trends, strategy & India’s investment landscape. - [In the News](https://carneliancapital.co.in/in-the-news) - Browse Carnelian Asset in‑the‑news: media coverage, press appearances and latest updates showcasing our investment insights and India‑growth focus. - [Letters to investors](https://carneliancapital.co.in/blog) - Explore Carnelian Asset’s blog for insights on markets, investing strategies, India’s growth story and expert commentary from our team. - [Our Offerings](https://carneliancapital.co.in/our-offerings) - Explore Carnelian Asset’s PMS, AIF, and Offshore offerings, designed to capture India’s growth story and mega trend opportunities for investors. - [SEBI Score’s](https://carneliancapital.co.in/sebi-scores) - Access SEBI SCORES for grievance redressal, use the mobile app or visit the website, and contact SEBI via toll-free helpline 1800 266 7575. - [UPI disclosure](https://carneliancapital.co.in/upi-disclosure) - Make secure payments to your Carnelian portfolio via UPI. Verify UPI ID authenticity, follow SEBI guidelines, and ensure safe transactions every time. - [RIA Disclosure](https://carneliancapital.co.in/ria-disclosure) - SEBI Investment Advisor compliance disclosure: Annual audits for FY 2022-23 & FY 2023-24 conducted and fully complied with regulations. - [Privacy Policy](https://carneliancapital.co.in/privacy-policy) - Carnelian Asset's Privacy Policy: how we collect, use, and protect your personal data, with terms, cookies, and website usage guidelines. - [Disclaimer](https://carneliancapital.co.in/disclaimer) - Carnelian’s disclaimer: information & services are provided ‘as is’, not financial advice, and users assume all risks while using the site. - [Investment Process](https://carneliancapital.co.in/investment-process) - Explore Carnelian’s investment process: ideation, fundamental analysis, portfolio construction, active management, and disciplined exit for superior alpha. - [Investment Philosophy](https://carneliancapital.co.in/investment-philosophy) - Discover Carnelian’s investment philosophy—prioritizing quality, growth, and risk management with forensic analysis to create sustainable long-term value. - [What Differentiates Us?](https://carneliancapital.co.in/what-differentiates-us) - Discover what sets Carnelian apart — a disciplined, theme-driven investment approach blending Magic & Compounder strategies for superior risk-adjusted returns. - [SEBI Master Circular for Online Resolution of Disputes](https://carneliancapital.co.in/sebi-master-circular-for-online-resolution-of-disputes) - SEBI Master Circular for Online Resolution of Disputes ODR Portal can be accessed at https://smartodr.in/ w.e.f. 15th September 2023. 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Product Interested *Product Interested *PMSAIFAnyAmount *Amount *Less than 1Cr1 Cr to 3 Cr3 Cr to 5 Cr5 Cr to 10 CrGreater than 10 CrStrategy Interested *Need To DiscussCarnelian Capital Compounder StrategyCarnelian Shift StrategyCarnelian Contra Portfolio StrategyCarnelian Bespoke Portfolio StrategyCarnelian Bharat - [Grievances](https://carneliancapital.co.in/grievances) - Investor Grievance Policy Investors are entitled to make any complaint about a service matter or clarification in writing, orally or telephonically directly to the Company, to its Service Desk via e-mail at services@carneliancapital.co.in However, if the query or matter is not resolved as per the timeline given, the Company provides the following mechanism to its - [SEBI Score](https://carneliancapital.co.in/sebi-score) - Weblink – https://scores.sebi.gov.in SEBI Toll Free Helpline at 1800 266 7575 SCORES Mobile Application downloaded link: Android App Link https://play.google.com/store/apps/details?id=com.ionicframework.sebi236330IPhone App Link https://apps.apple.com/in/app/sebiscores/id1493257302 ​ Or you may also write to any of the offices of SEBI. - [Risk Framework](https://carneliancapital.co.in/risk-framework) - Risk Framework Risk is a critical component of our business, and we are fundamentally engaged in risk-taking. 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Lorem ipsum dolor consectetur adipiscing tempor incididunt - [Default Kit](https://carneliancapital.co.in/?elementor_library=default-kit) ## News Media - [Carnelian Asset Management gets SEBI's nod to launch mutual fund business](https://carneliancapital.co.in/news-media/carnelian-asset-management-gets-sebis-nod-to-launch-mutual-fund-business-7) - [Carnelian asset management to launch mutual fund business](https://carneliancapital.co.in/news-media/carnelian-asset-management-to-launch-mutual-fund-business-2) - [Carnelian gets Sebi nod to launch MF biz](https://carneliancapital.co.in/news-media/carnelian-gets-sebi-nod-to-launch-mf-biz-4) - [Carnelian gets Sebi nod to launch MF biz](https://carneliancapital.co.in/news-media/carnelian-gets-sebi-nod-to-launch-mf-biz-3) - [Carnelian gets Sebi nod to launch MF biz](https://carneliancapital.co.in/news-media/carnelian-gets-sebi-nod-to-launch-mf-biz-2) - [Carnelian gets SEBI nod to launch MF biz](https://carneliancapital.co.in/news-media/carnelian-gets-sebi-nod-to-launch-mf-biz) - [Carnelian asset management gets nod to launch Mfs](https://carneliancapital.co.in/news-media/carnelian-asset-management-gets-nod-to-launch-mfs) - [Carnelian receives SEBI nod to launch MF business](https://carneliancapital.co.in/news-media/carnelian-receives-sebi-nod-to-launch-mf-business) - [Sebi nod for Carnelian mutual fund business](https://carneliancapital.co.in/news-media/sebi-nod-for-carnelian-mutual-fund-business) - [Carnelian wins Sebi Nod for Mutual Fund Entry](https://carneliancapital.co.in/news-media/carnelian-wins-sebi-nod-for-mutual-fund-entry) - [Carnelian Asset Management gets SEBI's nod to launch mutual fund business](https://carneliancapital.co.in/news-media/carnelian-asset-management-gets-sebis-nod-to-launch-mutual-fund-business-8) - [Carnelian Asset Management Gets SEBI Approval To Launch Mutual Fund Business In India](https://carneliancapital.co.in/news-media/carnelian-asset-management-gets-sebi-approval-to-launch-mutual-fund-business-in-india) - [कार्नेलियन एसेट मैनेजमेंट को म्यूचुअल फंड कारोबार शुरू करने के लिए सेबी की मंजूरी](https://carneliancapital.co.in/news-media/कार्नेलियन-एसेट-मैनेजमे-4) - [कार्नेलियन एसेट मैनेजमेंट को म्यूचुअल फंड कारोबार शुरू करने के लिए सेबी की मंजूरी](https://carneliancapital.co.in/news-media/कार्नेलियन-एसेट-मैनेजमे-3) - [Carnelian Asset Management Gets SEBI Approval for Mutual Fund Business](https://carneliancapital.co.in/news-media/carnelian-asset-management-gets-sebi-approval-for-mutual-fund-business) - [Carnelian Asset Management को मिला SEBI का ग्रीन सिग्नल, लॉन्च करेगी Mutual Funds](https://carneliancapital.co.in/news-media/carnelian-asset-management-को-मिला-sebi-का-ग्रीन-सिग्न) - [Carnelian Asset Management & Advisors Receives SEBI Approval to Launch Mutual Fund Business](https://carneliancapital.co.in/news-media/carnelian-asset-management-advisors-receives-sebi-approval-to-launch-mutual-fund-business) - [कार्नेलियन एसेट मैनेजमेंट को म्यूचुअल फंड कारोबार शुरू करने के लिए सेबी की मंजूरी](https://carneliancapital.co.in/news-media/कार्नेलियन-एसेट-मैनेजमे-2) - [Vikas Khemani’s Carnelian Asset Management receives SEBI approval for mutual fund business](https://carneliancapital.co.in/news-media/vikas-khemanis-carnelian-asset-management-receives-sebi-approval-for-mutual-fund-business-2) - [Carnelian Asset Management Receives SEBI Nod for Mutual Funds](https://carneliancapital.co.in/news-media/carnelian-asset-management-receives-sebi-nod-for-mutual-funds) - [Carnelian Asset Management gets Sebi’s nod to launch mutual fund business](https://carneliancapital.co.in/news-media/carnelian-asset-management-gets-sebis-nod-to-launch-mutual-fund-business-6) - [Carnelian Asset Management to launch mutual fund business](https://carneliancapital.co.in/news-media/carnelian-asset-management-to-launch-mutual-fund-business) - [Carnelian Asset Management Secures SEBI Nod to Launch Mutual Fund Business](https://carneliancapital.co.in/news-media/carnelian-asset-management-secures-sebi-nod-to-launch-mutual-fund-business) - [Carnelian Asset Management receives SEBI approval to launch mutual fund business](https://carneliancapital.co.in/news-media/carnelian-asset-management-receives-sebi-approval-to-launch-mutual-fund-business-3) - [Carnelian gets SEBI nod to launch mutual funds in India](https://carneliancapital.co.in/news-media/carnelian-gets-sebi-nod-to-launch-mutual-funds-in-india) - [Carnelian Asset Management Gets Sebi’s Nod To Launch Mutual Fund Business](https://carneliancapital.co.in/news-media/carnelian-asset-management-gets-sebis-nod-to-launch-mutual-fund-business-5) - [Carnelian Asset Management Gets Sebi Nod for Mutual Funds](https://carneliancapital.co.in/news-media/carnelian-asset-management-gets-sebi-nod-for-mutual-funds) - [Carnelian Set To Launch Mutual Funds as SEBI Grants Approval](https://carneliancapital.co.in/news-media/carnelian-set-to-launch-mutual-funds-as-sebi-grants-approval) - [Carnelian Asset Management & Advisors to join the mutual fund industry](https://carneliancapital.co.in/news-media/carnelian-asset-management-advisors-to-join-the-mutual-fund-industry) - [Carnelian Asset Management Gets Sebi's Nod to Launch Mutual Fund Business](https://carneliancapital.co.in/news-media/carnelian-asset-management-gets-sebis-nod-to-launch-mutual-fund-business-4) - [कार्नेलियन एसेट मैनेजमेंट को म्यूचुअल फंड कारोबार शुरू करने के लिए सेबी की मंजूरी](https://carneliancapital.co.in/news-media/कार्नेलियन-एसेट-मैनेजमें) - [Carnelian Asset Management gets Sebi's nod to launch mutual fund business](https://carneliancapital.co.in/news-media/carnelian-asset-management-gets-sebis-nod-to-launch-mutual-fund-business-3) - [Carnelian Asset Management: अब आम निवेशक भी लगा सकेंगे कार्नेलियन में पैसा, सेबी ने म्यूचुअल फंड के लिए दी हरी झंडी](https://carneliancapital.co.in/news-media/carnelian-asset-management-अब-आम-निवेशक-भी-लगा-सके) - [SEBI Grants Mutual Fund Licence To Vikas Khemani's Carnelian Asset Management](https://carneliancapital.co.in/news-media/sebi-grants-mutual-fund-licence-to-vikas-khemanis-carnelian-asset-management) - [Mutual fund industry gets a new player as Carnelian receives SEBI approval](https://carneliancapital.co.in/news-media/mutual-fund-industry-gets-a-new-player-as-carnelian-receives-sebi-approval) - [Carnelian Asset Management receives SEBI approval to launch mutual fund business](https://carneliancapital.co.in/news-media/carnelian-asset-management-receives-sebi-approval-to-launch-mutual-fund-business-2) - [Carnelian Asset Management receives SEBI approval to launch mutual fund business](https://carneliancapital.co.in/news-media/carnelian-asset-management-receives-sebi-approval-to-launch-mutual-fund-business) - [Vikas Khemani-backed Carnelian Asset Management gets SEBI nod to launch mutual funds](https://carneliancapital.co.in/news-media/vikas-khemani-backed-carnelian-asset-management-gets-sebi-nod-to-launch-mutual-funds) - [Carnelian Asset Management gets MF licence; Nippon Life Q1 profit jumps 27%](https://carneliancapital.co.in/news-media/carnelian-asset-management-gets-mf-licence-nippon-life-q1-profit-jumps-27) - [Carnelian Asset Management gets SEBI approval to enter mutual fund business](https://carneliancapital.co.in/news-media/carnelian-asset-management-gets-sebi-approval-to-enter-mutual-fund-business) - [Carnelian Asset Management gets Sebi's nod to launch mutual fund business](https://carneliancapital.co.in/news-media/carnelian-asset-management-gets-sebis-nod-to-launch-mutual-fund-business-2) - [Carnelian Asset Management gets SEBI's nod to launch mutual fund business](https://carneliancapital.co.in/news-media/carnelian-asset-management-gets-sebis-nod-to-launch-mutual-fund-business) - [Vikas Khemani’s Carnelian Asset Management receives SEBI approval for mutual fund business](https://carneliancapital.co.in/news-media/vikas-khemanis-carnelian-asset-management-receives-sebi-approval-for-mutual-fund-business) - [Caliber Mining and Logistics raises Rs 135 crore from 7 anchor investors ahead of Rs 450-crore IPO](https://carneliancapital.co.in/news-media/caliber-mining-and-logistics-raises-rs-135-crore-from-7-anchor-investors-ahead-of-rs-450-crore-ipo) - [भारत की Manufacturing छलांग, कम लागत से Global Power बनने की तैयारी](https://carneliancapital.co.in/news-media/भारत-की-manufacturing-छलांग-कम-लागत-से-global-p) - [India's Manufacturing Sector Poised for Global Leap as Structural Growth Gains Momentum: Report](https://carneliancapital.co.in/news-media/indias-manufacturing-sector-poised-for-global-leap-as-structural-growth-gains-momentum-report) - [India moving beyond low-cost manufacturing to global competitiveness: Report](https://carneliancapital.co.in/news-media/india-moving-beyond-low-cost-manufacturing-to-global-competitiveness-report-3) - [FTAs, weaker rupee could strengthen India's manufacturing story: Carnelian's Vikas Khemani](https://carneliancapital.co.in/news-media/ftas-weaker-rupee-could-strengthen-indias-manufacturing-story-carnelians-vikas-khemani) - [India Shifts from Low-Cost Manufacturing to Global Competitiveness](https://carneliancapital.co.in/news-media/india-shifts-from-low-cost-manufacturing-to-global-competitiveness) - [India moving beyond low-cost manufacturing to global competitiveness: Report](https://carneliancapital.co.in/news-media/india-moving-beyond-low-cost-manufacturing-to-global-competitiveness-report-2) - [India Manufacturing Growth Driven by Exports, Capex: Report](https://carneliancapital.co.in/news-media/india-manufacturing-growth-driven-by-exports-capex-report) - [India moving beyond low-cost manufacturing to global competitiveness: Report](https://carneliancapital.co.in/news-media/india-moving-beyond-low-cost-manufacturing-to-global-competitiveness-report) - [Daily Voice: Indian market is healthier than a few quarters ago, but not out of the woods yet, says Carnelian fund manager](https://carneliancapital.co.in/news-media/daily-voice-indian-market-is-healthier-than-a-few-quarters-ago-but-not-out-of-the-woods-yet-says-carnelian-fund-manager) - [Earnings Delivery Key to Future Gains, Says Carnelian Fund Manager](https://carneliancapital.co.in/news-media/earnings-delivery-key-to-future-gains-says-carnelian-fund-manager) - [6 out of 10 discretionary equity PMS outperform benchmark: APMI](https://carneliancapital.co.in/news-media/6-out-of-10-discretionary-equity-pms-outperform-benchmark-apmi) - [India-US Trade Deal Timeline Uncertain as Fund Managers Expect Limited Market Impact](https://carneliancapital.co.in/news-media/india-us-trade-deal-timeline-uncertain-as-fund-managers-expect-limited-market-impact) - [Earnings momentum and trade clarity to drive markets: Vikas Khemani](https://carneliancapital.co.in/news-media/earnings-momentum-and-trade-clarity-to-drive-markets-vikas-khemani) - [India-US Trade Deal Timeline Uncertain as Fund Managers Expect Limited Market Impact](https://carneliancapital.co.in/news-media/india-us-trade-deal-timeline-uncertain-as-fund-managers-expect-limited-market-impact-2) - [Funding and acquisitions in Indian startup this week [Jan 05 - Jan 10, 2026]](https://carneliancapital.co.in/news-media/funding-and-acquisitions-in-indian-startup-this-week-jan-05-jan-10-2026) - [Daily Voice: Carnelian’s Manoj Bahety sees IT, auto, BFSI as attractive contra plays on valuation comfort](https://carneliancapital.co.in/news-media/daily-voice-carnelians-manoj-bahety-sees-it-auto-bfsi-as-attractive-contra-plays-on-valuation-comfort) - [What will it take for a 2025 outperformer to defy the mean reversion in 2026?](https://carneliancapital.co.in/news-media/what-will-it-take-for-a-2025-outperformer-to-defy-the-mean-reversion-in-2026) - [IT Stocks Finally A Buy? Vikas Khemani Sees Big Opportunity After Selloff | Top Investment Themes](https://carneliancapital.co.in/news-media/it-stocks-finally-a-buy-vikas-khemani-sees-big-opportunity-after-selloff-top-investment-themes) - [Earnings growth to stay robust at 14–16%; IT correction a buying opportunity: Vikas Khemani](https://carneliancapital.co.in/news-media/earnings-growth-to-stay-robust-at-14-16-it-correction-a-buying-opportunity-vikas-khemani) - [Firstsource Solutions schedules analyst meeting on June 30](https://carneliancapital.co.in/news-media/firstsource-solutions-schedules-analyst-meeting-on-june-30) - [Why FIIs Are Returning to India Again as Valuations Ease and Growth Outlook Improves](https://carneliancapital.co.in/news-media/why-fiis-are-returning-to-india-again-as-valuations-ease-and-growth-outlook-improves) - [Man Industries shares gain after winning orders worth ₹1,000 crore with Saudi unit](https://carneliancapital.co.in/news-media/man-industries-shares-gain-after-winning-orders-worth-₹1000-crore-with-saudi-unit) - [Carnelian asset hires former 360 exec to build PR Vertical](https://carneliancapital.co.in/news-media/carnelian-asset-hires-former-360-exec-to-build-pr-vertical) - [Expert View: Vikas Khemani shares pitfalls of global investing, says large-cap trade is overcrowded](https://carneliancapital.co.in/news-media/expert-view-vikas-khemani-shares-pitfalls-of-global-investing-says-large-cap-trade-is-overcrowded) - [Global AI trade looks crowded, India could benefit when the tide turns](https://carneliancapital.co.in/news-media/global-ai-trade-looks-crowded-india-could-benefit-when-the-tide-turns) - [Pulse of the Street: Friday surge helps markets close volatile week in green](https://carneliancapital.co.in/news-media/pulse-of-the-street-friday-surge-helps-markets-close-volatile-week-in-green) - [ET Alpha Wealth Summit Masterclass | 'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear now](https://carneliancapital.co.in/news-media/et-alpha-wealth-summit-masterclass-when-you-zoom-out-things-look-very-good-vikas-khemani-on-the-india-story-every-investor-needs-to-hear-now) - [12 Years of PM Modi: ‘These are the times to invest in India’, says Vikas Khemani of Carnelian Asset Management | Watch](https://carneliancapital.co.in/news-media/12-years-of-pm-modi-these-are-the-times-to-invest-in-india-says-vikas-khemani-of-carnelian-asset-management-watch) - [DIIs' net purchases cross Rs 4 lakh crore on Dalal Street in 2026 while FIIs run away](https://carneliancapital.co.in/news-media/diis-net-purchases-cross-rs-4-lakh-crore-on-dalal-street-in-2026-while-fiis-run-away) - [Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bulls](https://carneliancapital.co.in/news-media/ghayal-hoon-isiliye-ghatak-hoon-why-a-global-tech-crash-could-be-the-right-medicine-for-wounded-nifty-bulls) - [Vikas Khemani, Founder & CIO, Carnelian Asset Management and Advisors, argues that alpha is far from dead in a transforming economy like India. He highlights how experience, sector insight and, above all, behavioural discipline create a lasting edge.](https://carneliancapital.co.in/news-media/vikas-khemani-founder-cio-carnelian-asset-management-and-advisors-argues-that-alpha-is-far-from-dead-in-a-transforming-economy-like-india-he-highlights-how-experience-sector-insight-and-ab-2) - [Vikas Khemani, Founder & CIO, Carnelian Asset Management and Advisors, argues that alpha is far from dead in a transforming economy like India. He highlights how experience, sector insight and, above all, behavioural discipline create a lasting edge.](https://carneliancapital.co.in/news-media/vikas-khemani-founder-cio-carnelian-asset-management-and-advisors-argues-that-alpha-is-far-from-dead-in-a-transforming-economy-like-india-he-highlights-how-experience-sector-insight-and-ab) - [ET Alpha Wealth Summit: India outperformed emerging markets over a 10-15 year period; market lag is recency bias: Vikas Khemani](https://carneliancapital.co.in/news-media/et-alpha-wealth-summit-india-outperformed-emerging-markets-over-a-10-15-year-period-market-lag-is-recency-bias-vikas-khemani-2) - [Vikas Khemani decodes 3 ways to find Alpha on D-Street](https://carneliancapital.co.in/news-media/vikas-khemani-decodes-3-ways-to-find-alpha-on-d-street) - [ET Alpha Wealth Summit: India outperformed emerging markets over a 10-15 year period; market lag is recency bias: Vikas Khemani](https://carneliancapital.co.in/news-media/et-alpha-wealth-summit-india-outperformed-emerging-markets-over-a-10-15-year-period-market-lag-is-recency-bias-vikas-khemani) - [Carnelian's Vikas Khemani sees manufacturing as India's biggest long-term opportunity](https://carneliancapital.co.in/news-media/carnelians-vikas-khemani-sees-manufacturing-as-indias-biggest-long-term-opportunity) - [Profit-sharing PMS vs flat-fee PMS: Which option works better for investors?](https://carneliancapital.co.in/news-media/profit-sharing-pms-vs-flat-fee-pms-which-option-works-better-for-investors) - [Mukul Agrawal, Vikas Khemani portfolio stock PTC Ind soars 20% in 2 days](https://carneliancapital.co.in/news-media/mukul-agrawal-vikas-khemani-portfolio-stock-ptc-ind-soars-20-in-2-days) - [ET Alpha Wealth Summit: Will AI disrupt India’s growth story or accelerate it?](https://carneliancapital.co.in/news-media/et-alpha-wealth-summit-will-ai-disrupt-indias-growth-story-or-accelerate-it) - [Gland Pharma adds investor meetings for June 04, 2026](https://carneliancapital.co.in/news-media/gland-pharma-adds-investor-meetings-for-june-04-2026) - [Q-Line Biotech IPO gets 95x subscription; Bio Medica Laboratories, Autofurnish public issues see tepid response on final day](https://carneliancapital.co.in/news-media/q-line-biotech-ipo-gets-95x-subscription-bio-medica-laboratories-autofurnish-public-issues-see-tepid-response-on-final-day) - [Markets to enter prolonged “drag phase,” not deep correction: Vikas Khemani](https://carneliancapital.co.in/news-media/markets-to-enter-prolonged-drag-phase-not-deep-correction-vikas-khemani) - [Q-Line Biotech IPO sees healthy subscription, but Bio Medica Labs public issue undersubscribed on Day 1](https://carneliancapital.co.in/news-media/q-line-biotech-ipo-sees-healthy-subscription-but-bio-medica-labs-public-issue-undersubscribed-on-day-1) - [Market Outlook Views from Mr. Kuunal Shah, Fund Manager at Carnelian Asset Management & Advisors](https://carneliancapital.co.in/news-media/market-outlook-views-from-mr-kuunal-shah-fund-manager-at-carnelian-asset-management-advisors-2) - [Market Outlook Views from Mr. Kuunal Shah, Fund Manager at Carnelian Asset Management & Advisors](https://carneliancapital.co.in/news-media/market-outlook-views-from-mr-kuunal-shah-fund-manager-at-carnelian-asset-management-advisors) - [ET Alpha Wealth Summit: Market titans decode AI, wealth creation & India’s next investment cycle](https://carneliancapital.co.in/news-media/et-alpha-wealth-summit-market-titans-decode-ai-wealth-creation-indias-next-investment-cycle) - [Sensex, Nifty rally for second straight day as US-China optimism offsets rupee woes](https://carneliancapital.co.in/news-media/sensex-nifty-rally-for-second-straight-day-as-us-china-optimism-offsets-rupee-woes) - [Affle 3i Limited Discloses Analyst Meeting with Carnelian Asset Management on May 13, 2026](https://carneliancapital.co.in/news-media/affle-3i-limited-discloses-analyst-meeting-with-carnelian-asset-management-on-may-13-2026) - [ET Alpha Wealth Summit 2026: India’s top investment minds decode the next decade of wealth creation](https://carneliancapital.co.in/news-media/et-alpha-wealth-summit-2026-indias-top-investment-minds-decode-the-next-decade-of-wealth-creation) - [How peak pessimism creates best wealth creation opportunities in markets](https://carneliancapital.co.in/news-media/how-peak-pessimism-creates-best-wealth-creation-opportunities-in-markets) - [ET Alpha Wealth Summit: How AI, volatility and global trends will shape D-Street’s next move](https://carneliancapital.co.in/news-media/et-alpha-wealth-summit-how-ai-volatility-and-global-trends-will-shape-d-streets-next-move) - [Moneycontrol Pro Panorama | Verdict Vibes](https://carneliancapital.co.in/news-media/moneycontrol-pro-panorama-verdict-vibes) - [ET Alpha Wealth Summit: D-St moguls set to decode the next wealth-creation avenues](https://carneliancapital.co.in/news-media/et-alpha-wealth-summit-d-st-moguls-set-to-decode-the-next-wealth-creation-avenues) - [Prashant Bhushan urges RBI to intervene in the proposed re-appointment of Bakhshi as ICICI Bank’s MD and CEO](https://carneliancapital.co.in/news-media/prashant-bhushan-urges-rbi-to-intervene-in-the-proposed-re-appointment-of-bakhshi-as-icici-banks-md-and-ceo) - [Roshan Nair Appointed as Chief Human Resources Officer at Carnelian Asset Management and Advisors Pvt Ltd](https://carneliancapital.co.in/news-media/roshan-nair-appointed-as-chief-human-resources-officer-at-carnelian-asset-management-and-advisors-pvt-ltd) - [Markets unprepared for a steep petrol, diesel price hike: Analysts](https://carneliancapital.co.in/news-media/markets-unprepared-for-a-steep-petrol-diesel-price-hike-analysts) - [From crude to monsoon risks: Indian consumer demand splits under inflation pressure](https://carneliancapital.co.in/news-media/from-crude-to-monsoon-risks-indian-consumer-demand-splits-under-inflation-pressure) - [Ashish Kacholia portfolio: Man Ind zooms 70% in April, hits record high](https://carneliancapital.co.in/news-media/ashish-kacholia-portfolio-man-ind-zooms-70-in-april-hits-record-high) - [Earnings may drop but opportunity bigger; Vikas Khemani makes bullish call on India markets](https://carneliancapital.co.in/news-media/earnings-may-drop-but-opportunity-bigger-vikas-khemani-makes-bullish-call-on-india-markets) - [Vikas Khemani bets big on IndiGo, BHEL, and PSU banks amid market volatility](https://carneliancapital.co.in/news-media/vikas-khemani-bets-big-on-indigo-bhel-and-psu-banks-amid-market-volatility) - [Fund commitments at GIFT City jump 60-fold in 5 years](https://carneliancapital.co.in/news-media/fund-commitments-at-gift-city-jump-60-fold-in-5-years) - [GIFT City fund ecosystem expands sharply; capital commitments cross $32 billion](https://carneliancapital.co.in/news-media/gift-city-fund-ecosystem-expands-sharply-capital-commitments-cross-32-billion) - [GIFT City Sees 60x Surge in capital commitments, emerges as global fund management hub](https://carneliancapital.co.in/news-media/gift-city-sees-60x-surge-in-capital-commitments-emerges-as-global-fund-management-hub) - ['War Crisis Peak Is Over' But FY27 Earnings Will See A Hit, Says Vikas Khemani](https://carneliancapital.co.in/news-media/war-crisis-peak-is-over-but-fy27-earnings-will-see-a-hit-says-vikas-khemani) - [Vikas Khemani Net Worth, Portfolio, and More Details](https://carneliancapital.co.in/news-media/vikas-khemani-net-worth-portfolio-and-more-details) - [War, falling markets, and a two-year window: Why Vikas Khemani is buying banks, aviation, and pharma right now](https://carneliancapital.co.in/news-media/war-falling-markets-and-a-two-year-window-why-vikas-khemani-is-buying-banks-aviation-and-pharma-right-now) - [Private Vs PSU Banks In 12 Months — Vikas Khemani Picks The Outperformer](https://carneliancapital.co.in/news-media/private-vs-psu-banks-in-12-months-vikas-khemani-picks-the-outperformer) - [Buffett Indicator vs Nifty P/E: Analysts warn risk against mid, smallcaps](https://carneliancapital.co.in/news-media/buffett-indicator-vs-nifty-p-e-analysts-warn-risk-against-mid-smallcaps) - [PSU stocks lose ₹6 trillion in market cap amid West Asia-led sell-off](https://carneliancapital.co.in/news-media/psu-stocks-lose-₹6-trillion-in-market-cap-amid-west-asia-led-sell-off) - [Market volatility offering long term opportunities as valuations correct: Vikas Khemani](https://carneliancapital.co.in/news-media/market-volatility-offering-long-term-opportunities-as-valuations-correct-vikas-khemani) - [FutureCure Health expands vertigo diagnosis and treatment services through NeuroEquilibrium network](https://carneliancapital.co.in/news-media/futurecure-health-expands-vertigo-diagnosis-and-treatment-services-through-neuroequilibrium-network) - [Markets could see up to 10% fall on Middle East tensions, time to buy in a staggered manner: Vikas Khemani](https://carneliancapital.co.in/news-media/markets-could-see-up-to-10-fall-on-middle-east-tensions-time-to-buy-in-a-staggered-manner-vikas-khemani-2) - [Indian Stock Market Crash: युद्ध शेअर मार्केटचा बाजार उठवणार, आणखी 10% कोसळण्याची शक्यता! गुंतवणूकदारांनी वेळीच सावध होण्याची गरज](https://carneliancapital.co.in/news-media/indian-stock-market-crash-युद्ध-शेअर-मार्केटचा) - [Strong Indian economy makes current crisis manageable: Vikas Khemani](https://carneliancapital.co.in/news-media/strong-indian-economy-makes-current-crisis-manageable-vikas-khemani) - [Markets could see up to 10% fall on Middle East tensions, time to buy in a staggered manner: Vikas Khemani](https://carneliancapital.co.in/news-media/markets-could-see-up-to-10-fall-on-middle-east-tensions-time-to-buy-in-a-staggered-manner-vikas-khemani) - [In a volatile world, investors look for stability and growth, and India fits that profile: Carnelian's Swati Khemani](https://carneliancapital.co.in/news-media/in-a-volatile-world-investors-look-for-stability-and-growth-and-india-fits-that-profile-carnelians-swati-khemani) - [Daily Voice: India better placed to absorb oil shocks despite Middle East tensions, says Carnelian’s Swati Khemani](https://carneliancapital.co.in/news-media/daily-voice-india-better-placed-to-absorb-oil-shocks-despite-middle-east-tensions-says-carnelians-swati-khemani) - [Poor sentiment is a good vintage for building a portfolio: Vikas Khemani](https://carneliancapital.co.in/news-media/poor-sentiment-is-a-good-vintage-for-building-a-portfolio-vikas-khemani) - [Kunal Shah participated in Opening Bell show online](https://carneliancapital.co.in/news-media/kunal-shah-participated-in-opening-bell-show-online) - [Kunal Shah - Trump’s 25% Tariff Shock: Key sectors, stocks likely to be impacted](https://carneliancapital.co.in/news-media/kunal-shah-trumps-25-tariff-shock-key-sectors-stocks-likely-to-be-impacted) - [Tremors from Tehran rattle world, Indian markets plunge 1.3%](https://carneliancapital.co.in/news-media/tremors-from-tehran-rattle-world-indian-markets-plunge-1-3) - [Current Market Volatility Ideal For Stock Picking Opportunities, Says Vikas Khemani](https://carneliancapital.co.in/news-media/current-market-volatility-ideal-for-stock-picking-opportunities-says-vikas-khemani) - [Clarity in Uncertain Times: A crystal gazing investment summit being organized by wealth & investment services firm PMS AIF World](https://carneliancapital.co.in/news-media/clarity-in-uncertain-times-a-crystal-gazing-investment-summit-being-organized-by-wealth-investment-services-firm-pms-aif-world) - [Smallcap index gains 6% in just 9 sessions! Is this the start of something big?](https://carneliancapital.co.in/news-media/smallcap-index-gains-6-in-just-9-sessions-is-this-the-start-of-something-big) - ['Narayana Murthy preached R&D to govt, but didn't invest himself': Fund managers after Anthropic shock hits IT stocks](https://carneliancapital.co.in/news-media/narayana-murthy-preached-rd-to-govt-but-didnt-invest-himself-fund-managers-after-anthropic-shock-hits-it-stocks-2) - ['Wake Up Call': Vikas Khemani Calls Out Narayana Murthy Over Lack of R&D as AI Threatens Indian IT](https://carneliancapital.co.in/news-media/wake-up-call-vikas-khemani-calls-out-narayana-murthy-over-lack-of-rd-as-ai-threatens-indian-it-2) - [India-US trade deal: Ashish Kacholia sees 'officially' end of smallcap bear market](https://carneliancapital.co.in/news-media/india-us-trade-deal-ashish-kacholia-sees-officially-end-of-smallcap-bear-market) - ['Narayana Murthy preached R&D to govt, but didn't invest himself': Fund managers after Anthropic shock hits IT stocks](https://carneliancapital.co.in/news-media/narayana-murthy-preached-rd-to-govt-but-didnt-invest-himself-fund-managers-after-anthropic-shock-hits-it-stocks) - ['Wake Up Call': Vikas Khemani Calls Out Narayana Murthy Over Lack of R&D as AI Threatens Indian IT](https://carneliancapital.co.in/news-media/wake-up-call-vikas-khemani-calls-out-narayana-murthy-over-lack-of-rd-as-ai-threatens-indian-it) - [Investors see red as Budget offers little to celebrate. What went wrong?](https://carneliancapital.co.in/news-media/investors-see-red-as-budget-offers-little-to-celebrate-what-went-wrong) - [Budget 2026: STT worries markets, but capex and manufacturing keep outlook positive, say veterans](https://carneliancapital.co.in/news-media/budget-2026-stt-worries-markets-but-capex-and-manufacturing-keep-outlook-positive-say-veterans) - [Budget 2026: Khemani Expects Higher Capex, R&D Push and Tax Reforms for Growth Momentum](https://carneliancapital.co.in/news-media/budget-2026-khemani-expects-higher-capex-rd-push-and-tax-reforms-for-growth-momentum-2) - [ETBudget Boardroom | Capex, R&D push and tax reforms key expectations from Budget 2026: Vikas Khemani](https://carneliancapital.co.in/news-media/etbudget-boardroom-capex-rd-push-and-tax-reforms-key-expectations-from-budget-2026-vikas-khemani-2) - [Market Crises Create Investment Opportunities Despite Increased Frequency, Says HDFC AMC's Setalvad](https://carneliancapital.co.in/news-media/market-crises-create-investment-opportunities-despite-increased-frequency-says-hdfc-amcs-setalvad) - [Who are the top pure PMS players?](https://carneliancapital.co.in/news-media/who-are-the-top-pure-pms-players) - [Budget 2026: Khemani Expects Higher Capex, R&D Push and Tax Reforms for Growth Momentum](https://carneliancapital.co.in/news-media/budget-2026-khemani-expects-higher-capex-rd-push-and-tax-reforms-for-growth-momentum) - [ETBudget Boardroom | Capex, R&D push and tax reforms key expectations from Budget 2026: Vikas Khemani](https://carneliancapital.co.in/news-media/etbudget-boardroom-capex-rd-push-and-tax-reforms-key-expectations-from-budget-2026-vikas-khemani) - [PMS Tracker: 10 best performing PMS portfolios of 2025 with gains of up to 42%](https://carneliancapital.co.in/news-media/pms-tracker-10-best-performing-pms-portfolios-of-2025-with-gains-of-up-to-42) - [CFA Society India Hosts the 16th India Investment Conference](https://carneliancapital.co.in/news-media/cfa-society-india-hosts-the-16th-india-investment-conference) - [Market crises are becoming more frequent and that’s not bad news, says HDFC AMC’s Setalvad](https://carneliancapital.co.in/news-media/market-crises-are-becoming-more-frequent-and-thats-not-bad-news-says-hdfc-amcs-setalvad) - [India's Manufacturing Sector Shows Multi-Speed Growth with Clear Winners and Laggards](https://carneliancapital.co.in/news-media/indias-manufacturing-sector-shows-multi-speed-growth-with-clear-winners-and-laggards) - [India's Manufacturing Growth Diverging — Winners, Laggards, What Comes Next](https://carneliancapital.co.in/news-media/indias-manufacturing-growth-diverging-winners-laggards-what-comes-next) - [ETMarkets Smart Talk| We expect Nifty to be in the range of 28,000-29,000 in coming CY2026, says Vikas Khemani](https://carneliancapital.co.in/news-media/etmarkets-smart-talk-we-expect-nifty-to-be-in-the-range-of-28000-29000-in-coming-cy2026-says-vikas-khemani) - [Don't write off IT sector in 2026: Vikas Khemani](https://carneliancapital.co.in/news-media/dont-write-off-it-sector-in-2026-vikas-khemani) - [Exclusive | Equity Strategy 2026: Vikas Khemani breaks down market opportunities for next year | Video](https://carneliancapital.co.in/news-media/exclusive-equity-strategy-2026-vikas-khemani-breaks-down-market-opportunities-for-next-year-video) - [Financials, consumption and manufacturing to lead next market upcycle: Vikas Khemani](https://carneliancapital.co.in/news-media/financials-consumption-and-manufacturing-to-lead-next-market-upcycle-vikas-khemani) - [FII flows could return in 2026, markets not pricing in the upside yet: Vikas Khemani](https://carneliancapital.co.in/news-media/fii-flows-could-return-in-2026-markets-not-pricing-in-the-upside-yet-vikas-khemani) - [Youth leadership Summit](https://carneliancapital.co.in/news-media/youth-leadership-summit) - [Indian investors bet on earnings revival to spot new winners in 2026](https://carneliancapital.co.in/news-media/indian-investors-bet-on-earnings-revival-to-spot-new-winners-in-2026) - [Indian investors bet on earnings revival to power stock gains](https://carneliancapital.co.in/news-media/indian-investors-bet-on-earnings-revival-to-power-stock-gains-2) - [No case for passive investing in India for next decade as alpha lies outside indices: Vikas Khemani](https://carneliancapital.co.in/news-media/no-case-for-passive-investing-in-india-for-next-decade-as-alpha-lies-outside-indices-vikas-khemani) - [Indian Investors Bet on Earnings Revival to Power Stock Gains](https://carneliancapital.co.in/news-media/indian-investors-bet-on-earnings-revival-to-power-stock-gains) - [Indore YEF Bharat Summit: India To Surpass Germany, Become 3rd Largest Economy By 2027, Says Union Communication Minister Jyotiraditya Scindia](https://carneliancapital.co.in/news-media/indore-yef-bharat-summit-india-to-surpass-germany-become-3rd-largest-economy-by-2027-says-union-communication-minister-jyotiraditya-scindia) - [India becomes he fourth-largest economy](https://carneliancapital.co.in/news-media/india-becomes-he-fourth-largest-economy) - [YEF Bharat Summit 2025: Empowering Nation-First Entrepreneurship](https://carneliancapital.co.in/news-media/yef-bharat-summit-2025-empowering-nation-first-entrepreneurship) - [YEF Bharat to host YEF Bharat Summit 2025 in Indore on 20th December; Chief Minister Dr. Mohan Yadav to inaugurate the event](https://carneliancapital.co.in/news-media/yef-bharat-to-host-yef-bharat-summit-2025-in-indore-on-20th-december-chief-minister-dr-mohan-yadav-to-inaugurate-the-event) - [सूरत : चैंबर ने किया इंटरैक्टिव सेशन आयोजित, विकास खेमानी ने इन्वेस्टर्स को लॉन्ग-टर्म वेल्थ क्रिएशन पर किया गाइड](https://carneliancapital.co.in/news-media/सूरत-चैंबर-ने-किया-इंटरैक) - [Be Cautious On IPOs And Renewable Space Heading into 2026, Says Vikas Khemani](https://carneliancapital.co.in/news-media/be-cautious-on-ipos-and-renewable-space-heading-into-2026-says-vikas-khemani) - [Top Sectors to Bet On Heading in to 2026](https://carneliancapital.co.in/news-media/top-sectors-to-bet-on-heading-in-to-2026) - [Growth Multiplier Fest 2025 Concludes with Grand Sufi Night and Awards Ceremony](https://carneliancapital.co.in/news-media/growth-multiplier-fest-2025-concludes-with-grand-sufi-night-and-awards-ceremony) - [Expert view: Expect a superior earning growth trajectory in FY25; see IT as contra play, says Manoj Bahety of Carnelian](https://carneliancapital.co.in/news-media/expert-view-expect-a-superior-earning-growth-trajectory-in-fy25-see-it-as-contra-play-says-manoj-bahety-of-carnelian) - Expert view: Expect a superior earning growth trajectory in FY25; see IT as contra play, says Manoj Bahety of Carnelian - [Sensex, Nifty End Flat in Highly Volatile Trade on Budget Day](https://carneliancapital.co.in/news-media/sensex-nifty-end-flat-in-highly-volatile-trade-on-budget-day-3) - [Excited about the $20 billion pipeline? Vikas Khemani says 80% upcoming IPOs have poor business quality](https://carneliancapital.co.in/news-media/excited-about-the-20-billion-pipeline-vikas-khemani-says-80-upcoming-ipos-have-poor-business-quality) - [‘Be Extra Careful’: Vikas Khemani Says Eight In 10 IPO Candidates Show Weak Business Quality](https://carneliancapital.co.in/news-media/be-extra-careful-vikas-khemani-says-eight-in-10-ipo-candidates-show-weak-business-quality) - [A $100 million fund manager cautions against India's IPO frenzy](https://carneliancapital.co.in/news-media/a-100-million-fund-manager-cautions-against-indias-ipo-frenzy) - [Vikas Khemani on market correction: 'A good buyer's market for stock pickers'](https://carneliancapital.co.in/news-media/vikas-khemani-on-market-correction-a-good-buyers-market-for-stock-pickers) - [Camelian Asset's Vikas Khemani sees 2026 as a strong year for Indian markets](https://carneliancapital.co.in/news-media/camelian-assets-vikas-khemani-sees-2026-as-a-strong-year-for-indian-markets) - [Park Hospital to launch Rs 920-crore IPO on December 10, sets price band at Rs 154-162 per share](https://carneliancapital.co.in/news-media/park-hospital-to-launch-rs-920-crore-ipo-on-december-10-sets-price-band-at-rs-154-162-per-share) - [Low promoter skin in the game emerges](https://carneliancapital.co.in/news-media/low-promoter-skin-in-the-game-emerges) - [Why Small & Mid Caps Drive Big Returns?](https://carneliancapital.co.in/news-media/why-small-mid-caps-drive-big-returns) - [Live: Can Bihar poll outcome trigger Nifty to reclaim 26,000-mark? | Opening Bell](https://carneliancapital.co.in/news-media/live-can-bihar-poll-outcome-trigger-nifty-to-reclaim-26000-mark-opening-bell) - [Live: Will Nifty continue its rangebound move this week? | Opening Bell](https://carneliancapital.co.in/news-media/live-will-nifty-continue-its-rangebound-move-this-week-opening-bell) - [YES, RBL Bank foreign deals put mid-cap bank stocks in focus; time to buy?](https://carneliancapital.co.in/news-media/yes-rbl-bank-foreign-deals-put-mid-cap-bank-stocks-in-focus-time-to-buy) - [Vikas Khemani predicts 15–20% market gains this Samvat, says PSU banks and manufacturing to lead India’s next big bull run](https://carneliancapital.co.in/news-media/vikas-khemani-predicts-15-20-market-gains-this-samvat-says-psu-banks-and-manufacturing-to-lead-indias-next-big-bull-run) - [Uncertainty Lifting? Market Veteran Sees Dalal Street Doing 'Very Well' In Next 12 Months — Here's Why](https://carneliancapital.co.in/news-media/uncertainty-lifting-market-veteran-sees-dalal-street-doing-very-well-in-next-12-months-heres-why) - [Daily Voice: Nifty at 30,000 by next Samvat? Carnelian’s Vikas Khemani bets on IT rebound and FII flows](https://carneliancapital.co.in/news-media/daily-voice-nifty-at-30000-by-next-samvat-carnelians-vikas-khemani-bets-on-it-rebound-and-fii-flows) - [Stock market to hit new high in next 6–12 months; expect US-India trade deal soon: Swati Khemani](https://carneliancapital.co.in/news-media/stock-market-to-hit-new-high-in-next-6-12-months-expect-us-india-trade-deal-soon-swati-khemani) - [Vikas Khemani's View On Unlisted Trading Of Tata Capital Shares](https://carneliancapital.co.in/news-media/vikas-khemanis-view-on-unlisted-trading-of-tata-capital-shares) - [More Bullish On Aditya Birla Capital Than Tata Capital, Says Vikas Khemani](https://carneliancapital.co.in/news-media/more-bullish-on-aditya-birla-capital-than-tata-capital-says-vikas-khemani) - [Mukul Agrawal portfolio: PTC Industries stock soars 9%, nears record high](https://carneliancapital.co.in/news-media/mukul-agrawal-portfolio-ptc-industries-stock-soars-9-nears-record-high) - [Market holds nerves on hope of Taco trade, rupee lowest in 5 months](https://carneliancapital.co.in/news-media/market-holds-nerves-on-hope-of-taco-trade-rupee-lowest-in-5-months) - [Two new players - Abakkus AMC and Choice International to start MF business soon](https://carneliancapital.co.in/news-media/two-new-players-abakkus-amc-and-choice-international-to-start-mf-business-soon) - Two new players - Abakkus AMC and Choice International to start MF business soon - [Swati Ma'am's interview in Financial Express, Out in a story format.](https://carneliancapital.co.in/news-media/swati-maams-interview-in-financial-express-out-in-a-story-format) - Swati Ma'am's interview in Financial Express, Out in a story format. - [Swati Ma'am featured in Afterhours column.](https://carneliancapital.co.in/news-media/swati-maam-featured-in-afterhours-column) - Swati Ma'am featured in Afterhours column. - [Stocks that promoters bought & sold in past 30 days](https://carneliancapital.co.in/news-media/stocks-that-promoters-bought-sold-in-past-30-days) - Stocks that promoters bought & sold in past 30 days - [Manufacturing & BFSI are good investment opportunities, not MFIs: Manoj Bahety](https://carneliancapital.co.in/news-media/manufacturing-bfsi-are-good-investment-opportunities-not-mfis-manoj-bahety) - Manufacturing & BFSI are good investment opportunities, not MFIs: Manoj Bahety - [Market Underweight On India Relative To Long-Term', Vikas Khemani On Fundamentals | Business News](https://carneliancapital.co.in/news-media/market-underweight-on-india-relative-to-long-term-vikas-khemani-on-fundamentals-business-news) - [Edelweiss Employees Trust sells 1.7 pc stake in Edelweiss Fin for Rs 145 cr](https://carneliancapital.co.in/news-media/10896) - [Market Sentiment Analysis With Vikas Khemani: India Story | Banks Vs I.T: What Will Outperform?](https://carneliancapital.co.in/news-media/market-sentiment-analysis-with-vikas-khemani-india-story-banks-vs-i-t-what-will-outperform) - [Manoj Bahety interviewed in the show Markets ke Maharati](https://carneliancapital.co.in/news-media/manoj-bahety-interviewed-in-the-show-markets-ke-maharati) - [Vikas Khemani featured in deep dive with Nikunj Dalmia](https://carneliancapital.co.in/news-media/vikas-khemani-featured-in-deep-dive-with-nikunj-dalmia) - [Vikas Khemani's Unfiltered Analysis Of The Stock Market, Economy & The India Story | Talking Point](https://carneliancapital.co.in/news-media/vikas-khemanis-unfiltered-analysis-of-the-stock-market-economy-the-india-story-talking-point) - [Most Of The Damage In The Stock Market Is Behind Us: Big Statement By Carnelian's Vikas Khemani](https://carneliancapital.co.in/news-media/most-of-the-damage-in-the-stock-market-is-behind-us-big-statement-by-carnelians-vikas-khemani) - [Long-Term Structural Drivers Of Growth For Pharma, Chemicals Cos Still Intact: Carnelian Asset](https://carneliancapital.co.in/news-media/long-term-structural-drivers-of-growth-for-pharma-chemicals-cos-still-intact-carnelian-asset) - [आगे कहां जाएगा निफ्टी, बैंक निफ्टी?](https://carneliancapital.co.in/news-media/आगे-कहां-जाएगा-निफ्टी-बैं) - आगे कहां जाएगा निफ्टी, बैंक निफ्टी? - [Banks will be the sector for the year, predicts Carnelian Assets' Vikas Khemani](https://carneliancapital.co.in/news-media/banks-will-be-the-sector-for-the-year-predicts-carnelian-assets-vikas-khemani) - Banks will be the sector for the year, predicts Carnelian Assets' Vikas Khemani - [Vikas Khemani's Take On Banking, IT And Consumption Sector](https://carneliancapital.co.in/news-media/vikas-khemanis-take-on-banking-it-and-consumption-sector) - Vikas Khemani's Take On Banking, IT And Consumption Sector - [Vikas Khemani on ₹0 to ₹10,000 Crore AUM Journey, Leaving Million Dollar Job & Building Wealth](https://carneliancapital.co.in/news-media/vikas-khemani-on-₹0-to-₹10000-crore-aum-journey-leaving-million-dollar-job-building-wealth) - [Sensex, Nifty End Flat in Highly Volatile Trade on Budget Day](https://carneliancapital.co.in/news-media/sensex-nifty-end-flat-in-highly-volatile-trade-on-budget-day-2) - Sensex, Nifty End Flat in Highly Volatile Trade on Budget Day - [Budget 2025: FM needs to focus more on infra investment than stimulating consumer demand via populist measures](https://carneliancapital.co.in/news-media/budget-2025-fm-needs-to-focus-more-on-infra-investment-than-stimulating-consumer-demand-via-populist-measures) - Budget 2025: FM needs to focus more on infra investment than stimulating consumer demand via populist measures - [Budget 2025: FM needs to focus more on infra investment than stimulating consumer demand via populist measures](https://carneliancapital.co.in/news-media/budget-2025-fm-needs-to-focus-more-on-infra-investment-than-stimulating-consumer-demand-via-populist-measures-2) - [Corrections are an opportunity, not a threat; financials likely to do well next 12 months: Vikas Khemani](https://carneliancapital.co.in/news-media/corrections-are-an-opportunity-not-a-threat-financials-likely-to-do-well-next-12-months-vikas-khemani) - Corrections are an opportunity, not a threat; financials likely to do well next 12 months: Vikas Khemani - [Stock Market Risks, Positives & Top Bets In 2025: Vikas Khemani On Talking Point](https://carneliancapital.co.in/news-media/stock-market-risks-positives-top-bets-in-2025-vikas-khemani-on-talking-point) - [Vikas Khemani Is ‘Unbothered’ By The Stock Market Correction; Watch Why](https://carneliancapital.co.in/news-media/vikas-khemani-is-unbothered-by-the-stock-market-correction-watch-why) - [Faster, Stronger, Cheaper: A winning framework for stock selection, explains Manoj Bahety](https://carneliancapital.co.in/news-media/faster-stronger-cheaper-a-winning-framework-for-stock-selection-explains-manoj-bahety) - Faster, Stronger, Cheaper: A winning framework for stock selection, explains Manoj Bahety - [A 3-5% Correction From Here Could Get Market To Stabilise: Carnelian Asset Management](https://carneliancapital.co.in/news-media/a-3-5-correction-from-here-could-get-market-to-stabilise-carnelian-asset-management) - [Vikas Khemani's Share Market View: 'Seeing Signs Of Bounce Back In Chinese Equities'](https://carneliancapital.co.in/news-media/vikas-khemanis-share-market-view-seeing-signs-of-bounce-back-in-chinese-equities) - [Nifty Can Potentially Go To One Lakh In The Next 10-12 Years: Carnelian Asset Managers](https://carneliancapital.co.in/news-media/nifty-can-potentially-go-to-one-lakh-in-the-next-10-12-years-carnelian-asset-managers) - [Nifty can hit 100,000; mid, smallcaps are a real pot of gold: Vikas Khemani](https://carneliancapital.co.in/news-media/nifty-can-hit-100000-mid-smallcaps-are-a-real-pot-of-gold-vikas-khemani) - Nifty can hit 100,000; mid, smallcaps are a real pot of gold: Vikas Khemani - [The Company’s नियत Matters | I Did It My Way | Carnelian Asset Advisors' Vikas Khemani | N18V](https://carneliancapital.co.in/news-media/the-companys-नियत-matters-i-did-it-my-way-carnelian-asset-advisors-vikas-khemani-n18v) - [Carnelian AMC plans $250 mn offshore fund from GIFT City, says founder Khemani](https://carneliancapital.co.in/news-media/carnelian-amc-plans-250-mn-offshore-fund-from-gift-city-says-founder-khemani) - Carnelian AMC plans $250 mn offshore fund from GIFT City, says founder Khemani - [Daily Voice: Vikas Khemani bullish on FY25. Here are his 2 must-haves](https://carneliancapital.co.in/news-media/daily-voice-vikas-khemani-bullish-on-fy25-here-are-his-2-must-haves) - Daily Voice: Vikas Khemani bullish on FY25. Here are his 2 must-haves - [Amidst heat wave warning, AC makers, dairy stocks may sizzle](https://carneliancapital.co.in/news-media/amidst-heat-wave-warning-ac-makers-dairy-stocks-may-sizzle) - Amidst heat wave warning, AC makers, dairy stocks may sizzle - [Grapevine: Carnelian Rising $600mn PIPE fund; Mars Growth May Buy into Meesho](https://carneliancapital.co.in/news-media/grapevine-carnelian-rising-600mn-pipe-fund-mars-growth-may-buy-into-meesho) - Grapevine: Carnelian Rising $600mn PIPE fund; Mars Growth May Buy into Meesho - [Stock Market Today: Carnelian Asset Management and Advisors launches Carnelian Bharat Amritkaal Fund](https://carneliancapital.co.in/news-media/stock-market-today-carnelian-asset-management-and-advisors-launches-carnelian-bharat-amritkaal-fund) - Stock Market Today: Carnelian Asset Management and Advisors launches Carnelian Bharat Amritkaal Fund - [Vikas Khemani’s Carnelian Asset Management launches Bharat Amritkaal Fund; to raise Rs 5,000 cr](https://carneliancapital.co.in/news-media/vikas-khemanis-carnelian-asset-management-launches-bharat-amritkaal-fund-to-raise-rs-5000-cr) - Vikas Khemani’s Carnelian Asset Management launches Bharat Amritkaal Fund; to raise Rs 5,000 cr - [Vikas Khemani Portfolio, Net Worth, and More Details](https://carneliancapital.co.in/news-media/vikas-khemani-portfolio-net-worth-and-more-details) - [Samvat 2082: Where fund managers are placing their bets](https://carneliancapital.co.in/news-media/samvat-2082-where-fund-managers-are-placing-their-bets) - [Vikas Khemani: Building Empire of Trust through Dedication and Excellence](https://carneliancapital.co.in/news-media/vikas-khemani-building-empire-of-trust-through-dedication-and-excellence) - [RBI's growth push more important than US tariff issues, says Vikas Khemani of Carnelian AMC](https://carneliancapital.co.in/news-media/rbis-growth-push-more-important-than-us-tariff-issues-says-vikas-khemani-of-carnelian-amc) - [Gold, silver ETFs see record inflows in Sept — Smart hedge or investor FOMO?](https://carneliancapital.co.in/news-media/gold-silver-etfs-see-record-inflows-in-sept-smart-hedge-or-investor-fomo) - [Tata Capital IPO: Vikas Khemani on FOMO in unlisted markets](https://carneliancapital.co.in/news-media/tata-capital-ipo-vikas-khemani-on-fomo-in-unlisted-markets) - [Mid-Size Indian IT Companies Will Do Better Despite US Visa Uncertainty, Says Vikas Khemani](https://carneliancapital.co.in/news-media/mid-size-indian-it-companies-will-do-better-despite-us-visa-uncertainty-says-vikas-khemani) - [India Will Have Leading Companies In AI Space In Next 10 Years, Says Vikas Khemani](https://carneliancapital.co.in/news-media/india-will-have-leading-companies-in-ai-space-in-next-10-years-says-vikas-khemani) - [H-1B, drug price noise won’t hurt Indian IT & pharma; festive cheer drives auto stocks: Vikas Khemani](https://carneliancapital.co.in/news-media/h-1b-drug-price-noise-wont-hurt-indian-it-festive-cheer-drives-auto-stocks-vikas-khemani) - [IT stocks stare at fresh margin squeeze and de-rating on H-1B fee hike sparks](https://carneliancapital.co.in/news-media/it-stocks-stare-at-fresh-margin-squeeze-and-de-rating-on-h-1b-fee-hike-sparks) - [India's Patience With Trump Paid Off': Vikas Khemani Eyes Positive Market Trend—Here's Why](https://carneliancapital.co.in/news-media/indias-patience-with-trump-paid-off-vikas-khemani-eyes-positive-market-trend-heres-why) - [Bharat Amritkaal Fund Focused On 'India's Growth Story: Vikas Khemani Picks Five 'Buckets' For Wealth Creation](https://carneliancapital.co.in/news-media/bharat-amritkaal-fund-focused-on-indias-growth-story-vikas-khemani-picks-five-buckets-for-wealth-creation) - [Another FAD in the making’: Carnelian's Vikas Khemani warns of brewing bubble in unlisted shares, preferential allotments](https://carneliancapital.co.in/news-media/another-fad-in-the-making-carnelians-vikas-khemani-warns-of-brewing-bubble-in-unlisted-shares-preferential-allotments) - [Will Indian market rebound after six consecutive weeks of decline?](https://carneliancapital.co.in/news-media/will-indian-market-rebound-after-six-consecutive-weeks-of-decline) - [Wealth creation boom ahead as India’s growth cycle picks up pace, says Vikas Khemani](https://carneliancapital.co.in/news-media/wealth-creation-boom-ahead-as-indias-growth-cycle-picks-up-pace-says-vikas-khemani) - [Daily Voice: Don't believe Trump's tariff policies will significantly alter RBI’s approach, says Swati Khemani of Carnelian](https://carneliancapital.co.in/news-media/daily-voice-dont-believe-trumps-tariff-policies-will-significantly-alter-rbis-approach-says-swati-khemani-of-carnelian) - [Market Underweight On India Relative To Long-Term', Vikas Khemani On Fundamentals | Business News](https://carneliancapital.co.in/news-media/market-underweight-on-india-relative-to-long-term-vikas-khemani-on-fundamentals-business-news-2) - [Tariff Noise vs Market Reality: Vikas Khemani Decodes FII Trends, Earnings Risks & What Matters Most](https://carneliancapital.co.in/news-media/tariff-noise-vs-market-reality-vikas-khemani-decodes-fii-trends-earnings-risks-what-matters-most) - [Why Is Vikas Khemani Bullish On The Indian Stock Market & His Analysis Of Q1 Results](https://carneliancapital.co.in/news-media/why-is-vikas-khemani-bullish-on-the-indian-stock-market-his-analysis-of-q1-results) - [Vikas Khemani’s Multibagger Stock Picks | 10 के दमदार Trades में जानें आज कौन से Stocks भरेंगे दम?](https://carneliancapital.co.in/news-media/vikas-khemanis-multibagger-stock-picks-10-के-दमदार-trades-में-जानें) - [Believe That India Will Get Re-rated Further In The Next Three To Five Years: Carnelian Asset Mgmt](https://carneliancapital.co.in/news-media/believe-that-india-will-get-re-rated-further-in-the-next-three-to-five-years-carnelian-asset-mgmt) - [Manoj Baheti on Market trends Amid Market Volatility | BIG MARKET VOICE Exclusive](https://carneliancapital.co.in/news-media/manoj-baheti-on-market-trends-amid-market-volatility-big-market-voice-exclusive) - [Nifty’s Next Key Support At 24,700 Amid Raging Middle-East Conflict; BSE In Focus |Opening Bell Live](https://carneliancapital.co.in/news-media/niftys-next-key-support-at-24700-amid-raging-middle-east-conflict-bse-in-focus-opening-bell-live) - [Vikas Khemani's Top 5 Sectoral Bets | Shares Key Advice For Investors Amidst Market Volatility](https://carneliancapital.co.in/news-media/vikas-khemanis-top-5-sectoral-bets-shares-key-advice-for-investors-amidst-market-volatility) - [Why It's The Right Time To Enter Stock Market Ft. Vikas Khemani On The Talking Point](https://carneliancapital.co.in/news-media/why-its-the-right-time-to-enter-stock-market-ft-vikas-khemani-on-the-talking-point) - [Stay the course, no need for tactical portfolio shift: Vikas Khemani](https://carneliancapital.co.in/news-media/stay-the-course-no-need-for-tactical-portfolio-shift-vikas-khemani) - [Vikas Khemani से जानिए Market Outlook, Long Term के लिए पैसा लगाने का सबसे बेस्ट टाइम...](https://carneliancapital.co.in/news-media/vikas-khemani-से-जानिए-market-outlook-long-term-के-लिए-पैसा-ल) - [Bullish On The CDMO Opportunity, Has Been Overweight For Last 1-1.5 Years: Carnelian Asset Managers](https://carneliancapital.co.in/news-media/bullish-on-the-cdmo-opportunity-has-been-overweight-for-last-1-1-5-years-carnelian-asset-managers) - [Vikas Khemani interviewed in Alpha Mangers segment](https://carneliancapital.co.in/news-media/vikas-khemani-interviewed-in-alpha-mangers-segment) - [No need to panic; these 5 sectors providing good long-term buy opportunities: Vikas Khemani](https://carneliancapital.co.in/news-media/no-need-to-panic-these-5-sectors-providing-good-long-term-buy-opportunities-vikas-khemani) - [TVS, Dabur promoters, HNIs to back Khemani's Rs 5,000-crore PIPE fund](https://carneliancapital.co.in/news-media/tvs-dabur-promoters-hnis-to-back-khemanis-rs-5000-crore-pipe-fund) - [For India, what RBI Guv is doing is far more important than what Trump is doing: Vikas Khemani](https://carneliancapital.co.in/news-media/for-india-what-rbi-guv-is-doing-is-far-more-important-than-what-trump-is-doing-vikas-khemani) - For India, what RBI Guv is doing is far more important than what Trump is doing: Vikas Khemani - [25% US tariff not a structural threat to Indian market: Vikas Khemani](https://carneliancapital.co.in/news-media/25-us-tariff-not-a-structural-threat-to-indian-market-vikas-khemani) - 25% US tariff not a structural threat to Indian market: Vikas Khemani - [Live: Can Nifty continue to defend support of 24,900? | Opening Bell](https://carneliancapital.co.in/news-media/live-can-nifty-continue-to-defend-support-of-24900-opening-bell) - Live: Can Nifty continue to defend support of 24,900? | Opening Bell - [Indian fund managers line up long-short equity funds for wealthy](https://carneliancapital.co.in/news-media/indian-fund-managers-line-up-long-short-equity-funds-for-wealthy) - Indian fund managers line up long-short equity funds for wealthy - [Could increase in promoter selling affect fundamentals down the line? Vikas Khemani answers](https://carneliancapital.co.in/news-media/could-increase-in-promoter-selling-affect-fundamentals-down-the-line-vikas-khemani-answers) - Could increase in promoter selling affect fundamentals down the line? Vikas Khemani answers - [Fear of short-term correction in the market due to the turbulent situation in the Middle East', says Vikas Khemani](https://carneliancapital.co.in/news-media/fear-of-short-term-correction-in-the-market-due-to-the-turbulent-situation-in-the-middle-east-says-vikas-khemani) - Fear of short-term correction in the market due to the turbulent situation in the Middle East', says Vikas Khemani - [ETMarkets Smart Talk | India could attract $1.5 trillion FII inflows over the next decade: Swati Khemani](https://carneliancapital.co.in/news-media/etmarkets-smart-talk-india-could-attract-1-5-trillion-fii-inflows-over-the-next-decade-swati-khemani) - ETMarkets Smart Talk | India could attract $1.5 trillion FII inflows over the next decade: Swati Khemani - [Daily Voice: Markets yet to recognise expected positive surprises in earnings growth, says Carnelian's Vikas Khemani](https://carneliancapital.co.in/news-media/daily-voice-markets-yet-to-recognise-expected-positive-surprises-in-earnings-growth-says-carnelians-vikas-khemani) - Daily Voice: Markets yet to recognise expected positive surprises in earnings growth, says Carnelian's Vikas Khemani - [Who are the PMS players with the highest AUM?](https://carneliancapital.co.in/news-media/who-are-the-pms-players-with-the-highest-aum) - Who are the PMS players with the highest AUM? - [Edelweiss Employees Trust sells 1.7 pc stake in Edelweiss Fin for Rs 145 cr](https://carneliancapital.co.in/news-media/edelweiss-employees-trust-sells-1-7-pc-stake-in-edelweiss-fin-for-rs-145-cr) - Edelweiss Employees Trust sells 1.7 pc stake in Edelweiss Fin for Rs 145 cr - [Bulk & Block Deals: Six Sigma Investments Fund bought 3.92 stake in Industrial Investment Trust](https://carneliancapital.co.in/news-media/bulk-block-deals-six-sigma-investments-fund-bought-3-92-stake-in-industrial-investment-trust) - Bulk & Block Deals: Six Sigma Investments Fund bought 3.92 stake in Industrial Investment Trust - [Short-term volatility may persist, but FII flows and economic activity to keep sentiment positive: Vikas Khemani](https://carneliancapital.co.in/news-media/short-term-volatility-may-persist-but-fii-flows-and-economic-activity-to-keep-sentiment-positive-vikas-khemani) - Short-term volatility may persist, but FII flows and economic activity to keep sentiment positive: Vikas Khemani - [India will stay the top market for 20 more years, says Vikas Khemani [Interview]](https://carneliancapital.co.in/news-media/india-will-stay-the-top-market-for-20-more-years-says-vikas-khemani-interview) - India will stay the top market for 20 more years, says Vikas Khemani [Interview] - [Vikas Khemani's standalone stories were published based on the podcast interview](https://carneliancapital.co.in/news-media/vikas-khemanis-standalone-stories-were-published-based-on-the-podcast-interview) - Vikas Khemani's standalone stories were published based on the podcast interview - [Vikas Khemani interview in The Wealth Formula show](https://carneliancapital.co.in/news-media/vikas-khemani-interview-in-the-wealth-formula-show) - Vikas Khemani interview in The Wealth Formula show - [Manoj Bahety's interview appeared online](https://carneliancapital.co.in/news-media/manoj-bahetys-interview-appeared-online) - Manoj Bahety's interview appeared online - [Vikas Khemani's views published in a story on Bank Nifty](https://carneliancapital.co.in/news-media/vikas-khemanis-views-published-in-a-story-on-bank-nifty) - Vikas Khemani's views published in a story on Bank Nifty - [Kunal Shah's views on Capital Compounder portfolio was published](https://carneliancapital.co.in/news-media/kunal-shahs-views-on-capital-compounder-portfolio-was-published) - Kunal Shah's views on Capital Compounder portfolio was published - [Vikas Khemani interviewed for views on market volatility](https://carneliancapital.co.in/news-media/vikas-khemani-interviewed-for-views-on-market-volatility) - Vikas Khemani interviewed for views on market volatility - [Nifty index above 100-DMA for 1st time in 2025; is this rally sustainable?](https://carneliancapital.co.in/news-media/nifty-index-above-100-dma-for-1st-time-in-2025-is-this-rally-sustainable) - Nifty index above 100-DMA for 1st time in 2025; is this rally sustainable? - [Pick the right stocks and stay invested: Vikas Khemani on navigating IT sector](https://carneliancapital.co.in/news-media/pick-the-right-stocks-and-stay-invested-vikas-khemani-on-navigating-it-sector) - Pick the right stocks and stay invested: Vikas Khemani on navigating IT sector - [Vikas Khemani on key triggers that will shape the market’s next big move](https://carneliancapital.co.in/news-media/vikas-khemani-on-key-triggers-that-will-shape-the-markets-next-big-move) - Vikas Khemani on key triggers that will shape the market’s next big move - [Do Not Think This Is A Big Correction Phase': Vikas Khemani](https://carneliancapital.co.in/news-media/do-not-think-this-is-a-big-correction-phase-vikas-khemani) - Do Not Think This Is A Big Correction Phase': Vikas Khemani - [Use Business Acumen, Not Patriotism For Investment Decisions, Says Vikas Khemani](https://carneliancapital.co.in/news-media/use-business-acumen-not-patriotism-for-investment-decisions-says-vikas-khemani) - Use Business Acumen, Not Patriotism For Investment Decisions, Says Vikas Khemani - [Carnelian Asset Management Eyes USD 2 Billion AUM Amid Market Challenges](https://carneliancapital.co.in/news-media/carnelian-asset-management-eyes-usd-2-billion-aum-amid-market-challenges) - Carnelian Asset Management Eyes USD 2 Billion AUM Amid Market Challenges - [Carnelian Asset targets $2 bn AUM by FY26, plans expansion in 7 cities](https://carneliancapital.co.in/news-media/carnelian-asset-targets-2-bn-aum-by-fy26-plans-expansion-in-7-cities-2) - Carnelian Asset targets $2 bn AUM by FY26, plans expansion in 7 cities - [Carnelian Asset targets $2 bn AUM by FY26, plans expansion in 7 cities](https://carneliancapital.co.in/news-media/carnelian-asset-targets-2-bn-aum-by-fy26-plans-expansion-in-7-cities) - Carnelian Asset targets $2 bn AUM by FY26, plans expansion in 7 cities - [Carnelian Asset Management Targets USD 2 Billion AUM Amid Market Fluctuations](https://carneliancapital.co.in/news-media/carnelian-asset-management-targets-usd-2-billion-aum-amid-market-fluctuations-2) - Carnelian Asset Management Targets USD 2 Billion AUM Amid Market Fluctuations - [Carnelian Asset Management Targets USD 2 Billion AUM Amid Market Fluctuations](https://carneliancapital.co.in/news-media/carnelian-asset-management-targets-usd-2-billion-aum-amid-market-fluctuations) - Carnelian Asset Management Targets USD 2 Billion AUM Amid Market Fluctuations - [Carnelian Asset Management Targets USD 2 Billion AUM by FY'26](https://carneliancapital.co.in/news-media/carnelian-asset-management-targets-usd-2-billion-aum-by-fy26) - Carnelian Asset Management Targets USD 2 Billion AUM by FY'26 - [Carnelian Asset Management aims AUM of USD 2 bn by FY'26 end](https://carneliancapital.co.in/news-media/carnelian-asset-management-aims-aum-of-usd-2-bn-by-fy26-end-2) - Carnelian Asset Management aims AUM of USD 2 bn by FY'26 end - [Carnelian Asset Management aims AUM of USD 2 bn by FY'26 end](https://carneliancapital.co.in/news-media/carnelian-asset-management-aims-aum-of-usd-2-bn-by-fy26-end) - Carnelian Asset Management aims AUM of USD 2 bn by FY'26 end - [Market pain temporary; India’s growth trajectory remains unchanged: Vikas Khemani](https://carneliancapital.co.in/news-media/market-pain-temporary-indias-growth-trajectory-remains-unchanged-vikas-khemani) - Market pain temporary; India’s growth trajectory remains unchanged: Vikas Khemani - [Banking's big moment: Vikas Khemani, Sunil Singhania bullish on the sector amid changing market trends](https://carneliancapital.co.in/news-media/bankings-big-moment-vikas-khemani-sunil-singhania-bullish-on-the-sector-amid-changing-market-trends) - Banking's big moment: Vikas Khemani, Sunil Singhania bullish on the sector amid changing market trends - [Progressive and balanced Budget effectively catering to diverse economic sectors while maintaining fiscal prudence, says Vikas Khemani](https://carneliancapital.co.in/news-media/progressive-and-balanced-budget-effectively-catering-to-diverse-economic-sectors-while-maintaining-fiscal-prudence-says-vikas-khemani) - Progressive and balanced Budget effectively catering to diverse economic sectors while maintaining fiscal prudence, says Vikas Khemani - [Markets surge to one-month high; Focus shifts to RBI policy decision](https://carneliancapital.co.in/news-media/markets-surge-to-one-month-high-focus-shifts-to-rbi-policy-decision) - Markets surge to one-month high; Focus shifts to RBI policy decision - [Right price, right time: Volatility unlocks opportunity, says Vikas Khemani](https://carneliancapital.co.in/news-media/right-price-right-time-volatility-unlocks-opportunity-says-vikas-khemani) - Right price, right time: Volatility unlocks opportunity, says Vikas Khemani - [Budget 2025 touches upon all key elements to accelerate economic growth, say experts; check top views](https://carneliancapital.co.in/news-media/budget-2025-touches-upon-all-key-elements-to-accelerate-economic-growth-say-experts-check-top-views) - Budget 2025 touches upon all key elements to accelerate economic growth, say experts; check top views - [Sensex and Nifty end flat on special trading day as Budget 2025 gets lukewarm response from investors](https://carneliancapital.co.in/news-media/sensex-and-nifty-end-flat-on-special-trading-day-as-budget-2025-gets-lukewarm-response-from-investors) - Sensex and Nifty end flat on special trading day as Budget 2025 gets lukewarm response from investors - [Rally in FMCG stocks on Budget sops will be short term, says Vikas Khemani of Carnelian Asset Advisors](https://carneliancapital.co.in/news-media/rally-in-fmcg-stocks-on-budget-sops-will-be-short-term-says-vikas-khemani-of-carnelian-asset-advisors) - Rally in FMCG stocks on Budget sops will be short term, says Vikas Khemani of Carnelian Asset Advisors - [Daily Voice: Vikas Khemani believes finance minister has a tough job balancing socialist and capitalist priorities in Budget 2025](https://carneliancapital.co.in/news-media/daily-voice-vikas-khemani-believes-finance-minister-has-a-tough-job-balancing-socialist-and-capitalist-priorities-in-budget-2025) - Daily Voice: Vikas Khemani believes finance minister has a tough job balancing socialist and capitalist priorities in Budget 2025 - [Do away with either capital gains tax or STT; lower income tax: Vikas Khemani](https://carneliancapital.co.in/news-media/do-away-with-either-capital-gains-tax-or-stt-lower-income-tax-vikas-khemani) - Do away with either capital gains tax or STT; lower income tax: Vikas Khemani - [High Expectations Pose Biggest Risk In Market For 2025, Says Vikas Khemani](https://carneliancapital.co.in/news-media/high-expectations-pose-biggest-risk-in-market-for-2025-says-vikas-khemani) - High Expectations Pose Biggest Risk In Market For 2025, Says Vikas Khemani - [Consumption isn't slowing, but market share is shifting, says Vikas Khemani of Carnelian](https://carneliancapital.co.in/news-media/consumption-isnt-slowing-but-market-share-is-shifting-says-vikas-khemani-of-carnelian) - Consumption isn't slowing, but market share is shifting, says Vikas Khemani of Carnelian - [Carnelian sold Ola shares within just one week of buying in the IPO; Here's why](https://carneliancapital.co.in/news-media/carnelian-sold-ola-shares-within-just-one-week-of-buying-in-the-ipo-heres-why) - Carnelian sold Ola shares within just one week of buying in the IPO; Here's why - [Nifty to stay range-bound; focus on sector rotation and stock-specific plays: Vikas Khemani](https://carneliancapital.co.in/news-media/nifty-to-stay-range-bound-focus-on-sector-rotation-and-stock-specific-plays-vikas-khemani) - Nifty to stay range-bound; focus on sector rotation and stock-specific plays: Vikas Khemani - [Not worried of the so-called narrative of slowdown in earnings, says Vikas Khemani of Carnelian Asset Management](https://carneliancapital.co.in/news-media/not-worried-of-the-so-called-narrative-of-slowdown-in-earnings-says-vikas-khemani-of-carnelian-asset-management) - Not worried of the so-called narrative of slowdown in earnings, says Vikas Khemani of Carnelian Asset Management - [Q&A | Short covering and capex recovery set to drive markets higher: Vikas Khemani](https://carneliancapital.co.in/news-media/qa-short-covering-and-capex-recovery-set-to-drive-markets-higher-vikas-khemani) - Q&A | Short covering and capex recovery set to drive markets higher: Vikas Khemani - [Daily Voice: Time to create high-quality portfolio over next 3-6 months, focus on these 5 sectors, says Carnelian's Swati Khemani](https://carneliancapital.co.in/news-media/daily-voice-time-to-create-high-quality-portfolio-over-next-3-6-months-focus-on-these-5-sectors-says-carnelians-swati-khemani) - Daily Voice: Time to create high-quality portfolio over next 3-6 months, focus on these 5 sectors, says Carnelian's Swati Khemani - [BS BFSI Summit: Market gurus say valuations limit near-term upside](https://carneliancapital.co.in/news-media/bs-bfsi-summit-market-gurus-say-valuations-limit-near-term-upside) - BS BFSI Summit: Market gurus say valuations limit near-term upside - [Four Ways Women Can Diversify Income Streams & Build Support Networks](https://carneliancapital.co.in/news-media/four-ways-women-can-diversify-income-streams-build-support-networks) - Four Ways Women Can Diversify Income Streams & Build Support Networks - [India best wealth creating market for next 10-15 years? Vikas Khemani on how to allocate portfolio](https://carneliancapital.co.in/news-media/india-best-wealth-creating-market-for-next-10-15-years-vikas-khemani-on-how-to-allocate-portfolio) - India best wealth creating market for next 10-15 years? Vikas Khemani on how to allocate portfolio - [Samvat 2081: Forward-thinking approach with long-term mindset key for superior returns](https://carneliancapital.co.in/news-media/samvat-2081-forward-thinking-approach-with-long-term-mindset-key-for-superior-returns) - Samvat 2081: Forward-thinking approach with long-term mindset key for superior returns - [Afcons Infrastructure raises Rs 1,621 crore from anchor investors, IPO to hit Dalal Street on October 25](https://carneliancapital.co.in/news-media/afcons-infrastructure-raises-rs-1621-crore-from-anchor-investors-ipo-to-hit-dalal-street-on-october-25) - Afcons Infrastructure raises Rs 1,621 crore from anchor investors, IPO to hit Dalal Street on October 25 - [Godavari Biorefineries IPO subscribed 27% on day 1, retail quota booked 48%](https://carneliancapital.co.in/news-media/godavari-biorefineries-ipo-subscribed-27-on-day-1-retail-quota-booked-48) - Godavari Biorefineries IPO subscribed 27% on day 1, retail quota booked 48% - [Daily Voice: Vikas Khemani of Carnelian is bullish on IT, sees revenue revival in FY25](https://carneliancapital.co.in/news-media/daily-voice-vikas-khemani-of-carnelian-is-bullish-on-it-sees-revenue-revival-in-fy25) - Daily Voice: Vikas Khemani of Carnelian is bullish on IT, sees revenue revival in FY25 - [‘Buying the dips’ & faster recoveries. Why this market rally is not like mid-2000s’ ‘mother of bull runs’](https://carneliancapital.co.in/news-media/buying-the-dips-faster-recoveries-why-this-market-rally-is-not-like-mid-2000s-mother-of-bull-runs) - ‘Buying the dips’ & faster recoveries. Why this market rally is not like mid-2000s’ ‘mother of bull runs’ - [September seasonality weighs on SBI, other PSU bank stocks. Should you buy, hold or sell?](https://carneliancapital.co.in/news-media/september-seasonality-weighs-on-sbi-other-psu-bank-stocks-should-you-buy-hold-or-sell) - September seasonality weighs on SBI, other PSU bank stocks. Should you buy, hold or sell? - [Markets are neither cheap nor expensive, investors need to keep return expectations low: Vikas Khemani](https://carneliancapital.co.in/news-media/markets-are-neither-cheap-nor-expensive-investors-need-to-keep-return-expectations-low-vikas-khemani) - Markets are neither cheap nor expensive, investors need to keep return expectations low: Vikas Khemani - [Vikas Khemani on why waiting for dips could be costly for long term investors](https://carneliancapital.co.in/news-media/vikas-khemani-on-why-waiting-for-dips-could-be-costly-for-long-term-investors) - Vikas Khemani on why waiting for dips could be costly for long term investors - [Why Vikas Khemani would take Hindenburg charge against Sebi Chair with a pinch of salt](https://carneliancapital.co.in/news-media/why-vikas-khemani-would-take-hindenburg-charge-against-sebi-chair-with-a-pinch-of-salt) - Why Vikas Khemani would take Hindenburg charge against Sebi Chair with a pinch of salt - [How To Play Markets Post Budget 2024](https://carneliancapital.co.in/news-media/how-to-play-markets-post-budget-2024) - How To Play Markets Post Budget 2024 - [Is it a tough budget for investors, and good for jobs?](https://carneliancapital.co.in/news-media/is-it-a-tough-budget-for-investors-and-good-for-jobs) - Is it a tough budget for investors, and good for jobs? - [Budget 2024 is growth oriented, addresses right sectors: Vikas Khemani](https://carneliancapital.co.in/news-media/budget-2024-is-growth-oriented-addresses-right-sectors-vikas-khemani) - Budget 2024 is growth oriented, addresses right sectors: Vikas Khemani - [Budget 2024: FMCG stocks surge up to 6% on govt’s plans to support rural economy; Nifty FMCG touches fresh high](https://carneliancapital.co.in/news-media/budget-2024-fmcg-stocks-surge-up-to-6-on-govts-plans-to-support-rural-economy-nifty-fmcg-touches-fresh-high) - Budget 2024: FMCG stocks surge up to 6% on govt’s plans to support rural economy; Nifty FMCG touches fresh high - [Why Sensex recovered 1,350 pts, Nifty topped 24,500 despite tax blow? It's the math, stupid](https://carneliancapital.co.in/news-media/why-sensex-recovered-1350-pts-nifty-topped-24500-despite-tax-blow-its-the-math-stupid) - Why Sensex recovered 1,350 pts, Nifty topped 24,500 despite tax blow? It's the math, stupid - [Bharat Amritkaal Series: Spotting Megatrend](https://carneliancapital.co.in/news-media/bharat-amritkaal-series-spotting-megatrend) - Bharat Amritkaal Series: Spotting Megatrend - [Budget 2024: What does the Indian stock market expect from the coalition government Budget? Here’s what experts say](https://carneliancapital.co.in/news-media/budget-2024-what-does-the-indian-stock-market-expect-from-the-coalition-government-budget-heres-what-experts-say) - Budget 2024: What does the Indian stock market expect from the coalition government Budget? Here’s what experts say - [Govt's push on Infra and manufacturing to continue: Vikas Khemani](https://carneliancapital.co.in/news-media/govts-push-on-infra-and-manufacturing-to-continue-vikas-khemani) - Govt's push on Infra and manufacturing to continue: Vikas Khemani - [Corporate profit to GDP hits 15 year high as input cost moderates](https://carneliancapital.co.in/news-media/corporate-profit-to-gdp-hits-15-year-high-as-input-cost-moderates) - Corporate profit to GDP hits 15 year high as input cost moderates - [These PSU stocks turned Rs 1 lakh into Rs 10 lakh in 2 years. Own any?](https://carneliancapital.co.in/news-media/these-psu-stocks-turned-rs-1-lakh-into-rs-10-lakh-in-2-years-own-any) - These PSU stocks turned Rs 1 lakh into Rs 10 lakh in 2 years. Own any? - [Indian Markets Still Way Cheaper Than Japan's 1989 Valuation Peak, Says Vikas Khemani](https://carneliancapital.co.in/news-media/indian-markets-still-way-cheaper-than-japans-1989-valuation-peak-says-vikas-khemani) - Indian Markets Still Way Cheaper Than Japan's 1989 Valuation Peak, Says Vikas Khemani - [Carnelian's Vikas Khemani Sees Wealth Creation Scope In Indian Consumption Story](https://carneliancapital.co.in/news-media/carnelians-vikas-khemani-sees-wealth-creation-scope-in-indian-consumption-story) - Carnelian's Vikas Khemani Sees Wealth Creation Scope In Indian Consumption Story - [FPIs trim stake in private banks](https://carneliancapital.co.in/news-media/fpis-trim-stake-in-private-banks) - FPIs trim stake in private banks - [Vikas Khemani's Carnelian Asset Management launches Bharat Amritkaal Fund; to raise Rs5,000 Cr.](https://carneliancapital.co.in/news-media/vikas-khemanis-carnelian-asset-management-launches-bharat-amritkaal-fund-to-raise-rs5000-cr) - Vikas Khemani's Carnelian Asset Management launches Bharat Amritkaal Fund; to raise Rs5,000 Cr. - [Carnelian Asset launches category-3 AIF](https://carneliancapital.co.in/news-media/carnelian-asset-launches-category-3-aif) - Carnelian Asset launches category-3 AIF ## Videos - [Carnelian Quarterly Catchup – Portfolio update, market outlook & launch of Carnelian Private Growth & Innovation Fund](https://carneliancapital.co.in/videos/carnelian-quarterly-catchup-portfolio-update-market-outlook-launch-of-carnelian-private-equity-fund) - Listen to our Quarterly Catch-up Call, where we have shared key updates on our portfolios, discussed our outlook on the market, and launch our first Private Equity fund - Carnelian Private Growth & Innovation Fund - [Vikas Khemani Stock Picks | 'ट्रंप टैरिफ से फार्मा कंपनियों पर खास असर नहीं होगा' |Big Market Voices](https://carneliancapital.co.in/videos/vikas-khemani-stock-picks-ट्रंप-टैरिफ-से-फार्मा) - [Oil Above $95: Should Investors Panic? Vikas Khemani Shares Investment Strategy](https://carneliancapital.co.in/videos/oil-above-95-should-investors-panic-vikas-khemani-shares-investment-strategy) - [Market Masters: Where to Invest in a Slow Market? Vikas Khemani With Anil Singhvi](https://carneliancapital.co.in/videos/market-masters-where-to-invest-in-a-slow-market-vikas-khemani-with-anil-singhvi) - [Vikas Khemani | Q3 Earnings Strong | Why 2026 Could Be a Big Year for Markets? | Business News](https://carneliancapital.co.in/videos/vikas-khemani-q3-earnings-strong-why-2026-could-be-a-big-year-for-markets-business-news) - [Global Volatility, Union Budget And India’s Market Outlook For 2026 | Vikas Khemani](https://carneliancapital.co.in/videos/global-volatility-union-budget-and-indias-market-outlook-for-2026-vikas-khemani) - [Continue To Believe That The Downside Remains Limited, It Is A Stock Pickers Market: Carnelian Asset](https://carneliancapital.co.in/videos/continue-to-believe-that-the-downside-remains-limited-it-is-a-stock-pickers-market-carnelian-asset) - [Vikas Khemani decodes 3 ways to find Alpha on D-Street](https://carneliancapital.co.in/videos/vikas-khemani-decodes-3-ways-to-find-alpha-on-d-street) - [D-Street Opens Lower | Iran-US War Has Put Pressure On Oil Prices & Currency: Carnelian Asset](https://carneliancapital.co.in/videos/d-street-opens-lower-iran-us-war-has-put-pressure-on-oil-prices-currency-carnelian-asset) - [Business News: बाज़ार पर Vikas Khemani ने क्या कहा? देखिए हमारा खास शो | Stock Market](https://carneliancapital.co.in/videos/business-news-बाज़ार-पर-vikas-khemani-ने-क्या-कहा-द) - [US-Iran War, Rupee Fall & Supply Shocks Yet India Holds Steady: Vikas Khemani's ‘India Conviction’](https://carneliancapital.co.in/videos/us-iran-war-rupee-fall-supply-shocks-yet-india-holds-steady-vikas-khemanis-india-conviction) - [Vikas Khemani's Big Market Warning: Oil Is The Real Risk Now | The FOMO Trap | Business News](https://carneliancapital.co.in/videos/vikas-khemanis-big-market-warning-oil-is-the-real-risk-now-the-fomo-trap-business-news) - [Don’t Bet Against India: Vikas Khemani On Why FIIs Will Return And Trigger A Huge Market Euphoria](https://carneliancapital.co.in/videos/dont-bet-against-india-vikas-khemani-on-why-fiis-will-return-and-trigger-a-huge-market-euphoria) - [He Lost His Father’s Money… And Today Manages ₹16,000 Crores | Vikas Khemani | Kushal Lodha #325](https://carneliancapital.co.in/videos/he-lost-his-fathers-money-and-today-manages-₹16000-crores-vikas-khemani-kushal-lodha-325) - [Carnelian Quarterly Catchup – Market outlook & portfolio update](https://carneliancapital.co.in/videos/carnelian-quarterly-catchup-market-outlook-portfolio-update-2) - Listen to for our Q𝐮𝐚𝐫𝐭𝐞𝐫𝐥𝐲 C𝐚𝐭𝐜𝐡-𝐮𝐩 𝐜𝐚𝐥𝐥 , where our Co-founders, 𝐕𝐢𝐤𝐚𝐬 𝐊𝐡𝐞𝐦𝐚𝐧𝐢 and 𝐌𝐚𝐧𝐨𝐣 𝐁𝐚𝐡𝐞𝐭𝐲, will share the market outlook along with updates on our strategies. It’s a great deep dive into how we are navigating the current market volatility and where we see the strongest growth "alpha" in the coming months. - [Defence Stocks Are Trading At Expensive Valuations: Carnelian Asset Management | CNBC TV18](https://carneliancapital.co.in/videos/defence-stocks-are-trading-at-expensive-valuations-carnelian-asset-management-cnbc-tv18) - [Market Rally Explained: Enter Now or Wait for Correction? | Vikas Khemani | Business News | ET Now](https://carneliancapital.co.in/videos/market-rally-explained-enter-now-or-wait-for-correction-vikas-khemani-business-news-et-now) - [Iran US Ceasefire Boosts Markets | Is the Worst Phase Over | Vikas Khemani Explains](https://carneliancapital.co.in/videos/iran-us-ceasefire-boosts-markets-is-the-worst-phase-over-vikas-khemani-explains) - [India vs Overseas Market - Which Is More Advisable For Investors In 2026 ?](https://carneliancapital.co.in/videos/india-vs-overseas-market-which-is-more-advisable-for-investors-in-2026) - [Where Are The Prime Opportunities In Markets Now? Vikas Khemani Reveals](https://carneliancapital.co.in/videos/where-are-the-prime-opportunities-in-markets-now-vikas-khemani-reveals) - [Is Your SIP Strategy Wrong? Swati Khemani Explains](https://carneliancapital.co.in/videos/is-your-sip-strategy-wrong-swati-khemani-explains) - [Trump Peace Talks: Have Markets Bottomed Out? | Manoj Bahety](https://carneliancapital.co.in/videos/trump-peace-talks-have-markets-bottomed-out-manoj-bahety) - [Is This The Time To Buy Stocks? Vikas Khemani’s Big Market Call | Watch | Business News | ET Now](https://carneliancapital.co.in/videos/is-this-the-time-to-buy-stocks-vikas-khemanis-big-market-call-watch-business-news-et-now) - [Why Vikas Khemani Is Only "Nibbling" In This Market | Sectors He Thinks Will Bounce Back The Fastest](https://carneliancapital.co.in/videos/why-vikas-khemani-is-only-nibbling-in-this-market-sectors-he-thinks-will-bounce-back-the-fastest) - [West Asia War Rages On: Market Experts Address Queries On Investing In A Volatile Market | CNBC TV18](https://carneliancapital.co.in/videos/west-asia-war-rages-on-market-experts-address-queries-on-investing-in-a-volatile-market-cnbc-tv18) - [Bank Stocks Falling: Is The Fear Justified & When Should Investors Buy? | Vikas Khemani Explains](https://carneliancapital.co.in/videos/bank-stocks-falling-is-the-fear-justified-when-should-investors-buy-vikas-khemani-explains) - [Uncertainties In The Past Year Have Led to A Lot Of Valuations Correcting: Carnelian Asset](https://carneliancapital.co.in/videos/uncertainties-in-the-past-year-have-led-to-a-lot-of-valuations-correcting-carnelian-asset) - [Market Crash Today: Should You Buy Banks, Consumer & Pharma Stocks? | Vikas Khemani | Business News](https://carneliancapital.co.in/videos/market-crash-today-should-you-buy-banks-consumer-pharma-stocks-vikas-khemani-business-news) - [Crisis = Opportunity? Vikas Khemani’s Market Strategy During Middle East War | Should You Buy Now?](https://carneliancapital.co.in/videos/crisis-opportunity-vikas-khemanis-market-strategy-during-middle-east-war-should-you-buy-now) - [Manoj Bahety Market Outlook: 2026 में निवेशकों को किन Sectors पर रखना चाहिए खास फोकस? | ETNS](https://carneliancapital.co.in/videos/manoj-bahety-market-outlook-2026-में-निवेशकों-को-किन-sectors-प) - [How to Survive Market Turmoil: Vikas Khemani on Trade, Tech & Silver Insights | Sonia Shenoy Podcast](https://carneliancapital.co.in/videos/how-to-survive-market-turmoil-vikas-khemani-on-trade-tech-silver-insights-sonia-shenoy-podcast-2) - [India-US Interim Deal | Many Sectors Have Opened For India: Vikas Khemani | N18V](https://carneliancapital.co.in/videos/india-us-interim-deal-many-sectors-have-opened-for-india-vikas-khemani-n18v) - [How to Survive Market Turmoil: Vikas Khemani on Trade, Tech & Silver Insights | Sonia Shenoy Podcast](https://carneliancapital.co.in/videos/how-to-survive-market-turmoil-vikas-khemani-on-trade-tech-silver-insights-sonia-shenoy-podcast) - [Budget के बाद निवेश की रणनीति पर Carnelian Asset Management के Founder Vikas Khemani से खास चर्चा!](https://carneliancapital.co.in/videos/budget-के-बाद-निवेश-की-रणनीति-पर-carneli) - [Nifty Braces For Further Pain As FIIs Return|Big Market Voices Decode STT Shock | Opening Bell Live](https://carneliancapital.co.in/videos/nifty-braces-for-further-pain-as-fiis-returnbig-market-voices-decode-stt-shock-opening-bell-live) - [How Are Market Veterans Looking At Budget 2026? | FM Nirmala Sitharaman | Union Budget 2026](https://carneliancapital.co.in/videos/how-are-market-veterans-looking-at-budget-2026-fm-nirmala-sitharaman-union-budget-2026) - [Market Swings Between Gains & Losses Even As India-EU Finalise Landmark FTA | Closing Bell Live](https://carneliancapital.co.in/videos/market-swings-between-gains-losses-even-as-india-eu-finalise-landmark-fta-closing-bell-live) - [Budget Boardroom: Market experts share budget expectations from FM Sitharaman ahead of Feb 1](https://carneliancapital.co.in/videos/budget-boardroom-market-experts-share-budget-expectations-from-fm-sitharaman-ahead-of-feb-1) - [From trade wars to tailwinds: What Budget 2026 must tell Indian Inc](https://carneliancapital.co.in/videos/from-trade-wars-to-tailwinds-what-budget-2026-must-tell-indian-inc) - [Women in Finance & Leadership: A Conversation with Swati Khemani](https://carneliancapital.co.in/videos/women-in-finance-leadership-a-conversation-with-swati-khemani) - [Carnelian's Vikas Khemani Reveals The ONE Factor That'll Determine Stock Market's 2026 Trajectory](https://carneliancapital.co.in/videos/carnelians-vikas-khemani-reveals-the-one-factor-thatll-determine-stock-markets-2026-trajectory) - [No Big Returns in the Last Year |Market Stays Flat Every Few Year | Vikas Khemani with Anil Singhvi](https://carneliancapital.co.in/videos/no-big-returns-in-the-last-year-market-stays-flat-every-few-year-vikas-khemani-with-anil-singhvi) - [Carnelian Quarterly Catchup – Market outlook & portfolio update](https://carneliancapital.co.in/videos/carnelian-quarterly-catchup-market-outlook-portfolio-update) - [2026 Market Outlook: Vikas Khemani Decodes Where India’s Alpha Lies | Indian Equities Explained](https://carneliancapital.co.in/videos/2026-market-outlook-vikas-khemani-decodes-where-indias-alpha-lies-indian-equities-explained) - [#AwaazSpecial 2026 में किन सेक्टर में मिलेगा अच्छा रिटर्न? | बाजार के लिए कैसा रहेगा 2026?](https://carneliancapital.co.in/videos/awaazspecial-2026-में-किन-सेक्टर-में-मिले) - [Carnelian AMC Manoj Baheti से जानिए 2026 की निवेश रणनीति, किन सेक्टर्स और थीम्स में छिपा है मुनाफा?](https://carneliancapital.co.in/videos/carnelian-amc-manoj-baheti-से-जानिए-2026-की-निवेश-रणनी) - [Vikas Khemani Sees A Stock Market Rally In 2026 & THIS Might Be His Top Bet](https://carneliancapital.co.in/videos/vikas-khemani-sees-a-stock-market-rally-in-2026-this-might-be-his-top-bet) - [Resistance For Nifty Bank At 58,500-58,900: Jai Bala, Cashthechaos.com | CNBC TV18](https://carneliancapital.co.in/videos/resistance-for-nifty-bank-at-58500-58900-jai-bala-cashthechaos-com-cnbc-tv18) - [Heard That Some Retail Margin Funded Positions Are Being Sold In The Market: Carnelian Asset](https://carneliancapital.co.in/videos/heard-that-some-retail-margin-funded-positions-are-being-sold-in-the-market-carnelian-asset) - [3 Sectors That Vikas Khemani Is Bullish On & His Analysis Of The Indian Stock Market](https://carneliancapital.co.in/videos/3-sectors-that-vikas-khemani-is-bullish-on-his-analysis-of-the-indian-stock-market) - [The Mistake That Cost Me LAKHS Added CRORES To My Net worth: Vikas Khemani Decodes Wealth Creation](https://carneliancapital.co.in/videos/the-mistake-that-cost-me-lakhs-added-crores-to-my-net-worth-vikas-khemani-decodes-wealth-creation) - [Vikas Khemani Sees Nifty at 30,000! | Bullish on Financials, Autos & Manufacturing | Business News](https://carneliancapital.co.in/videos/vikas-khemani-sees-nifty-at-30000-bullish-on-financials-autos-manufacturing-business-news) - [Vikas Khemani Analyses The Potential US Tariff Cut & Its Impact On Indian Stock Market](https://carneliancapital.co.in/videos/vikas-khemani-analyses-the-potential-us-tariff-cut-its-impact-on-indian-stock-market) - [What Went Wrong With Tata Capital Unlisted Shareholders: Vikas Khemani Decodes](https://carneliancapital.co.in/videos/what-went-wrong-with-tata-capital-unlisted-shareholders-vikas-khemani-decodes) - Vikas Khemani decodes what went wrong for unlisted shareholders of Tata Capital — a cautionary tale on valuation risk and FOMO investing. - [Vikas Khemani से जानिए Market Outlook, Long Term के लिए पैसा लगाने का सबसे बेस्ट टाइम...](https://carneliancapital.co.in/videos/vikas-khemani-से-जानिए-market-outlook-long-term-के-लिए-पैसा-ल) - [Bullish On The CDMO Opportunity, Has Been Overweight For Last 1-1.5 Years: Carnelian Asset Managers](https://carneliancapital.co.in/videos/bullish-on-the-cdmo-opportunity-has-been-overweight-for-last-1-1-5-years-carnelian-asset-managers) - [Vikas Khemani featured in deep dive with Nikunj Dalmia](https://carneliancapital.co.in/videos/vikas-khemani-featured-in-deep-dive-with-nikunj-dalmia) - [Carnelian catch up - staying focused on the fundamentals amidst global uncertainities](https://carneliancapital.co.in/videos/carnelian-catch-up-staying-focused-on-the-fundamentals-amidst-global-uncertainities) - Watch Carnelian’s catch-up with Vikas Khemani discussing market fundamentals, global uncertainties, and India’s potential for resilient growth. - [Carnelian Quarterly Catch Up - Carnelian Contra Portfolio Strategy](https://carneliancapital.co.in/videos/carnelian-quarterly-catch-up-carnelian-contra-portfolio-strategy) - Watch Carnelian’s Quarterly Catch-Up: Founder Vikas Khemani shares market outlook and insights on the Carnelian Contra Portfolio Strategy (CCPS). - [Carnelian quaterly catchup - Market outlook, portfolio update and new trends](https://carneliancapital.co.in/videos/carnelian-quaterly-catchup-market-outlook-portfolio-update-and-new-trends-2) - Watch Carnelian Asset’s Quarterly Catch-Up: market outlook, portfolio updates, emerging trends, and insights from founder Vikas Khemani. - [Carnelian Quarterly Catch up - Market Outlook - Earnings, liquidity & valuations](https://carneliancapital.co.in/videos/carnelian-quarterly-catch-up-market-outlook-earnings-liquidity-valuations-2) - Watch Carnelian Asset’s Quarterly Catch-Up: market outlook, earnings, liquidity, valuations, and expert insights from Vikas Khemani and team. - [Indian Market Holding On Despite US Tariffs: Carnelian Asset Management's Founder](https://carneliancapital.co.in/videos/indian-market-holding-on-despite-us-tariffs-carnelian-asset-managements-founder) - Explore why the Indian market remains resilient despite U.S. tariffs | Insights from Vikas Khemani, Founder of Carnelian Asset Management. - [Lessons from 30 Years on Dalal Street | How he built 12000 Crore AUM | Ft.Vikas Khemani](https://carneliancapital.co.in/videos/lessons-from-30-years-on-dalal-street-how-he-built-12000-crore-aum-ft-vikas-khemani) - Hear how Vikas Khemani built a ₹12,000 crore AUM in 30 years on Dalal Street and learn his market‑lessons for long‑term wealth creation. - [Carnelian Quarterly Catch-Up](https://carneliancapital.co.in/videos/carnelian-quarterly-catch-up) - Join our quarterly catch‑up with Vikas Khemani of Carnelian Asset Management — market view, portfolio update and key themes for investors. - [Carnelian Quarterly Catch Up - 3](https://carneliancapital.co.in/videos/carnelian-quarterly-catch-up-3) - Join our Quarterly Catch‑Up 3 with Vikas Khemani for market outlook and portfolio update | Carnelian Asset Management. - [Carnelian Quaterly Catch Up - Bringing clarity to chaos](https://carneliancapital.co.in/videos/carnelian-quaterly-catch-up-bringing-clarity-to-chaos) - Join our quarterly catch‑up with Vikas Khemani of Carnelian Asset Management, bringing clarity to market chaos and key themes for investors. - [Carnelian Quarterly Catch up - 28th April 2022](https://carneliancapital.co.in/videos/carnelian-quarterly-catch-up-28th-april-2022) - Watch the Carnelian Quarterly Catch‑Up – 28 Apr 2022: market review, themes, and strategic outlook | Carnelian Asset Management - [Revisiting earnings, liquidity & valuation - Quarterly Catch Up](https://carneliancapital.co.in/videos/revisiting-earnings-liquidity-valuation-quarterly-catch-up) - Revisit earnings, liquidity and valuation dynamics in our quarterly catch‑up with Vikas Khemani – gain insights into what’s driving markets | Carnelian Asset Management. - [Carnelian Quarterly Catch Up - Navigating markets through turbulence](https://carneliancapital.co.in/videos/carnelian-quarterly-catch-up-navigating-markets-through-turbulence) - Join our quarterly catch‑up with Vikas Khemani on navigating markets through turbulence, portfolio updates & key investment themes | Carnelian Asset Management. - [Market Underweight On India Relative To Long-Term', Vikas Khemani On Fundamentals | Business News](https://carneliancapital.co.in/videos/market-underweight-on-india-relative-to-long-term-vikas-khemani-on-fundamentals-business-news-2) - Why is India underweighted in global portfolios? Vikas Khemani reveals the fundamentals and long‑term view | Carnelian Asset Management & Advisors Pvt Ltd. - [Tariff Noise vs Market Reality: Vikas Khemani Decodes FII Trends, Earnings Risks & What Matters Most](https://carneliancapital.co.in/videos/tariff-noise-vs-market-reality-vikas-khemani-decodes-fii-trends-earnings-risks-what-matters-most) - Tariff noise is loud, but market reality matters. Vikas Khemani decodes FII flows, earnings risks & what really moves the market | Carnelian Asset Management & Advisors Pvt Ltd. - [Believe That India Will Get Re-rated Further In The Next Three To Five Years: Carnelian Asset Mgmt](https://carneliancapital.co.in/videos/believe-that-india-will-get-re-rated-further-in-the-next-three-to-five-years-carnelian-asset-mgmt) - Belief that India will be re‑rated further over the next 3‑5 years: insight from Carnelian Asset Management’s Vikas Khemani.” - [Why Is Vikas Khemani Bullish On The Indian Stock Market & His Analysis Of Q1 Results](https://carneliancapital.co.in/videos/why-is-vikas-khemani-bullish-on-the-indian-stock-market-his-analysis-of-q1-results) - Vikas Khemani explains why he’s bullish on the Indian stock market and breaks down Q1 results for investors | Carnelian Asset Management & Advisors Pvt Ltd - [Vikas Khemani’s Multibagger Stock Picks | 10 के दमदार Trades में जानें आज कौन से Stocks भरेंगे दम?](https://carneliancapital.co.in/videos/vikas-khemanis-multibagger-stock-picks-10-के-दमदार-trades-में-जानें) - क्विक इनसाइट्स: 10 दमदार ट्रेड्स के माध्यम से Vikas Khemani की मल्टीबैगर स्टॉक पिक्स | Carnelian Asset Management. - [India Will Compound 15-16%... : Vikas Khemani On Achieving Financial Freedom Through Amritkaal Fund](https://carneliancapital.co.in/videos/india-will-compound-15-16-vikas-khemani-on-achieving-financial-freedom-through-amritkaal-fund) - Discover how India can compound at 15‑16% and reach financial freedom through the Amritkaal Fund with Vikas Khemani | Carnelian Asset Management. - [Auto, IT, Pharma & GST: How Domestic Liquidity Keeps Markets Range-Bound | Vikas Khemani | ET Now](https://carneliancapital.co.in/videos/auto-it-pharma-gst-how-domestic-liquidity-keeps-markets-range-bound-vikas-khemani-et-now) - Vikas Khemani explains how domestic liquidity impacts Auto, IT, Pharma sectors and keeps markets range-bound | ET Now | Carnelian Asset Management. - [Consumption As A Theme Will Do Well, But Investors Need To Find The Right Names: Carnelian Asset](https://carneliancapital.co.in/videos/consumption-as-a-theme-will-do-well-but-investors-need-to-find-the-right-names-carnelian-asset) - Explore why consumption as an investment theme can perform well and how investors can pick the right stocks | Carnelian Asset Management. - [Diwali 2025 : Vikas Khemani Shares Earning Tips | Big Market Voices |Carnelian Asset Management](https://carneliancapital.co.in/videos/diwali-2025-vikas-khemani-shares-earning-tips-big-market-voices-carnelian-asset-management) - Diwali 2025: Vikas Khemani shares smart earning tips and market insights in Big Market Voices | Carnelian Asset Management. - [Carnelian quarterly catch up - Market view and portfolio update](https://carneliancapital.co.in/videos/carnelian-quarterly-catch-up-market-view-and-portfolio-update) - Listen to our quarterly catch-up call, where our founder, Vikas Khemani, sharing his views on the markets along with an update on our portfolios. - [Earnings, Liquidity & Valuation - Quarterly Catch Up](https://carneliancapital.co.in/videos/earnings-liquidity-valuation-quarterly-catch-up-2) - Listen to an interactive session with our founder Mr. Vikas Khemani on 'Earnings, Liquidity and Valuation followed by a Q&A. - [IT sector to remain a star performer for next 3-5 years: Vikas Khemani](https://carneliancapital.co.in/videos/it-sector-to-remain-a-star-performer-for-next-3-5-years-vikas-khemani) - I see the same process that happened to consumer stocks between 2009 and 2014 getting repeated in case of IT services companies and the re-rating and growth combination playing out over the next three-four years, says Vikas Khemani, Founder, Carnelian Capital Advisors. We have seen key large deal wins since the month of July primarily - [We continue to remain quite positive on IT sector: Vikas Khemani](https://carneliancapital.co.in/videos/we-continue-to-remain-quite-positive-on-it-sector-vikas-khemani) - "Of course, there are some pockets of exuberance in mid and small cap space but one has to be careful and avoid those. Otherwise, in general I do not see any major risks to the markets," says Vikas Khemani, Carnelian Capital. What is the general view on the market at the current juncture? We had - [Manoj Baheti on Market trends Amid Market Volatility | BIG MARKET VOICE Exclusive](https://carneliancapital.co.in/videos/manoj-baheti-on-market-trends-amid-market-volatility-big-market-voice-exclusive) - [Nifty’s Next Key Support At 24,700 Amid Raging Middle-East Conflict; BSE In Focus |Opening Bell Live](https://carneliancapital.co.in/videos/niftys-next-key-support-at-24700-amid-raging-middle-east-conflict-bse-in-focus-opening-bell-live) - [Vikas Khemani's Top 5 Sectoral Bets | Shares Key Advice For Investors Amidst Market Volatility](https://carneliancapital.co.in/videos/vikas-khemanis-top-5-sectoral-bets-shares-key-advice-for-investors-amidst-market-volatility) - [Why It's The Right Time To Enter Stock Market Ft. Vikas Khemani On The Talking Point](https://carneliancapital.co.in/videos/why-its-the-right-time-to-enter-stock-market-ft-vikas-khemani-on-the-talking-point) - [Market Underweight On India Relative To Long-Term', Vikas Khemani On Fundamentals | Business News](https://carneliancapital.co.in/videos/market-underweight-on-india-relative-to-long-term-vikas-khemani-on-fundamentals-business-news) - [Market Sentiment Analysis With Vikas Khemani: India Story | Banks Vs I.T: What Will Outperform?](https://carneliancapital.co.in/videos/market-sentiment-analysis-with-vikas-khemani-india-story-banks-vs-i-t-what-will-outperform) - [Vikas Khemani interviewed in Alpha Mangers segment](https://carneliancapital.co.in/videos/vikas-khemani-interviewed-in-alpha-mangers-segment) - [Stock Market Risks, Positives & Top Bets In 2025: Vikas Khemani On Talking Point](https://carneliancapital.co.in/videos/stock-market-risks-positives-top-bets-in-2025-vikas-khemani-on-talking-point-2) - [Most Of The Damage In The Stock Market Is Behind Us: Big Statement By Carnelian's Vikas Khemani](https://carneliancapital.co.in/videos/most-of-the-damage-in-the-stock-market-is-behind-us-big-statement-by-carnelians-vikas-khemani) - [Manoj Bahety interviewed in the show Markets ke Maharati](https://carneliancapital.co.in/videos/manoj-bahety-interviewed-in-the-show-markets-ke-maharati) - [Vikas Khemani's Unfiltered Analysis Of The Stock Market, Economy & The India Story | Talking Point](https://carneliancapital.co.in/videos/vikas-khemanis-unfiltered-analysis-of-the-stock-market-economy-the-india-story-talking-point) - [Long-Term Structural Drivers Of Growth For Pharma, Chemicals Cos Still Intact: Carnelian Asset](https://carneliancapital.co.in/videos/long-term-structural-drivers-of-growth-for-pharma-chemicals-cos-still-intact-carnelian-asset) - [Vikas Khemani on ₹0 to ₹10,000 Crore AUM Journey, Leaving Million Dollar Job & Building Wealth](https://carneliancapital.co.in/videos/vikas-khemani-on-₹0-to-₹10000-crore-aum-journey-leaving-million-dollar-job-building-wealth) - [Stock Market Risks, Positives & Top Bets In 2025: Vikas Khemani On Talking Point](https://carneliancapital.co.in/videos/stock-market-risks-positives-top-bets-in-2025-vikas-khemani-on-talking-point) - [Vikas Khemani Is ‘Unbothered’ By The Stock Market Correction; Watch Why](https://carneliancapital.co.in/videos/vikas-khemani-is-unbothered-by-the-stock-market-correction-watch-why) - [A 3-5% Correction From Here Could Get Market To Stabilise: Carnelian Asset Management](https://carneliancapital.co.in/videos/a-3-5-correction-from-here-could-get-market-to-stabilise-carnelian-asset-management) - [Vikas Khemani's Share Market View: 'Seeing Signs Of Bounce Back In Chinese Equities'](https://carneliancapital.co.in/videos/vikas-khemanis-share-market-view-seeing-signs-of-bounce-back-in-chinese-equities) - [Nifty Can Potentially Go To One Lakh In The Next 10-12 Years: Carnelian Asset Managers](https://carneliancapital.co.in/videos/nifty-can-potentially-go-to-one-lakh-in-the-next-10-12-years-carnelian-asset-managers) - [The Company’s नियत Matters | I Did It My Way | Carnelian Asset Advisors' Vikas Khemani | N18V](https://carneliancapital.co.in/videos/the-companys-नियत-matters-i-did-it-my-way-carnelian-asset-advisors-vikas-khemani-n18v) - [Buy, Sell or Hold?](https://carneliancapital.co.in/videos/buy-sell-or-hold) - See what our founder Mr. Vikas Khemani has to say on the current markets! - [Carnelian Wealth Creators Series - 7](https://carneliancapital.co.in/videos/carnelian-wealth-creators-series-7-2) - Carnelian Wealth Creators Series presents Vikas Khemani live in conversation with Mr. Baldev Prakash, CEO & MD, J&K Bank Ltd. who we believe is transforming the bank to scale new heights. - [5 Mega Trends driving market & economy in 2021& beyond and how to approach investing?](https://carneliancapital.co.in/videos/5-mega-trends-driving-market-economy-in-2021-beyond-and-how-to-approach-investing) - [Discussion on how Covid-19 is impacting the markets](https://carneliancapital.co.in/videos/discussion-on-how-covid-19-is-impacting-the-markets) - Which themes and sectors will be growing during the pandemic and why will they grow! - [In conversation with CNBC-TV18 on how the market performed](https://carneliancapital.co.in/videos/in-conversation-with-cnbc-tv18-on-how-the-market-performed) - In Q1 and how the market will perform in the next quarter - [Raise the stakes or stay invested? @Carnelian_Cap](https://carneliancapital.co.in/videos/raise-the-stakes-or-stay-invested-carnelian_cap) - [Will the pharma sector rally stay post the Covid? @Carnelian_Cap](https://carneliancapital.co.in/videos/will-the-pharma-sector-rally-stay-post-the-covid-carnelian_cap) - [In conversation with @CNBCTV18News](https://carneliancapital.co.in/videos/in-conversation-with-cnbctv18news) - On whether this global economic recovery gives the Indian businesses having global exposure an edge over the domestic ones. - [Next Bull Market in India a couple of quarters away - Vikas Khemani](https://carneliancapital.co.in/videos/next-bull-market-in-india-a-couple-of-quarters-away-vikas-khemani) - It is too early to say anything because the volatility in the market is unprecedented; things are evolving every single day. We have seen some sort of short covering led recovery rally but everybody knows that the economic impact of this pandemic will be far-reaching. Read more at: https://economictimes.indiatimes.com/markets/expert-view/next-bull-market-in-india-a-couple-of-quarters-away-vikas-khemani/articleshow/75095539.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst - [Value doesn't mean cheap; stay in companies that can deliver 18- 20% growth for a sustainable period](https://carneliancapital.co.in/videos/value-doesnt-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 growth is about 17-18%. That tells you that you are in this market also able to find growth stories with a reasonable valuation and with the ROC or ROE portfolio upwards of 17-18%. We are not - [CWCS - 2: Vikas Khemani in conversation with Mr. Shishir Joshipura, MD & CEO Praj Industries](https://carneliancapital.co.in/videos/cwcs-2-vikas-khemani-in-conversation-with-mr-shishir-joshipura-md-ceo-praj-industries) - [India story - From here to where?](https://carneliancapital.co.in/videos/india-story-from-here-to-where) - [Our Interview on Investing opportunities in a Post Covid world](https://carneliancapital.co.in/videos/our-interview-on-investing-opportunities-in-a-post-covid-world) - [Indian Manufacturing Industry offers Wealth Creating Opp as Factors of Production turning favourable](https://carneliancapital.co.in/videos/indian-manufacturing-industry-offers-wealth-creating-opp-as-factors-of-production-turning-favourable) - [How to Capitalize on the "Manufacturing Shift"?](https://carneliancapital.co.in/videos/how-to-capitalize-on-the-manufacturing-shift) - [Breaking Investment Stereotypes](https://carneliancapital.co.in/videos/breaking-investment-stereotypes) - [How will manufacturing businesses bring a turnaround in the Indian economy](https://carneliancapital.co.in/videos/how-will-manufacturing-businesses-bring-a-turnaround-in-the-indian-economy) - [Carnelian Wealth Creators Series - 6](https://carneliancapital.co.in/videos/carnelian-wealth-creators-series-6) - [What next from all time highs across almost all Equity Indices?](https://carneliancapital.co.in/videos/what-next-from-all-time-highs-across-almost-all-equity-indices) - [Inspiring Journey: From Small Town to Stock Market Maestro #Face2Face | Vikas Khemani | Vivek Bajaj](https://carneliancapital.co.in/videos/inspiring-journey-from-small-town-to-stock-market-maestro-face2face-vikas-khemani-vivek-bajaj) - [Stock Market Future All-time High Levels #Face2Face with Vikas Khemani](https://carneliancapital.co.in/videos/stock-market-future-all-time-high-levels-face2face-with-vikas-khemani) - [Carnelian Investment Philosophy](https://carneliancapital.co.in/videos/carnelian-investment-philosophy) - [Vikas Khemani On Global Factors Affecting Indian Stock Market](https://carneliancapital.co.in/videos/vikas-khemani-on-global-factors-affecting-indian-stock-market) - [Vikas Khemani On Global Factors Affecting Indian Stock Market](https://carneliancapital.co.in/videos/vikas-khemani-on-global-factors-affecting-indian-stock-market-2) - [Vikas Khemani On Markets In 2020](https://carneliancapital.co.in/videos/vikas-khemani-on-markets-in-2020) - [Vikas Khemani Bets On A Recovery In Financial Stocks](https://carneliancapital.co.in/videos/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 predictions for 2019-20, probably shouldn’t, advised Vikas Khemani, founder of Carnelian Capital Advisors. Its a “bad strategy”, according to Khemani, as India is still dealing with the liquidity crisis and other issues related to real estate, - [Economy Ripe For A Rebound? | Vikas Khemani To ET NOW](https://carneliancapital.co.in/videos/economy-ripe-for-a-rebound-vikas-khemani-to-et-now) - [There’s 90% probability of economy doing well in three years: Vikas Khemani, Carnelian Capital](https://carneliancapital.co.in/videos/theres-90-probability-of-economy-doing-well-in-three-years-vikas-khemani-carnelian-capital) - [Lower Commodity Prices to Benefit India, Says Vikas Khemani BQ](https://carneliancapital.co.in/videos/lower-commodity-prices-to-benefit-india-says-vikas-khemani-bq) - [Vikas Khemani: Recovery May Not Be Sharp But Dust Will Settle Down Soon](https://carneliancapital.co.in/videos/vikas-khemani-recovery-may-not-be-sharp-but-dust-will-settle-down-soon) - [Decoding the Pandemic Panic | Nilesh Shah & Vikas Khemani to ET NOW](https://carneliancapital.co.in/videos/decoding-the-pandemic-panic-nilesh-shah-vikas-khemani-to-et-now) - [Lots of value in the market but stagger your investment](https://carneliancapital.co.in/videos/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 contain it is really being watched out. Frankly speaking, nobody knows whether it is going to escalate further or going to get controlled, because you hear all kinds of data points, - [Stay with equities! 3 potential signs which suggest we are near a bottom](https://carneliancapital.co.in/videos/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 along with such massive destruction of wealth. That’s what life is all about. Read more at https://www.moneycontrol.com/news/business/markets/stay-with-equities-3-potential-signs-which-suggest-we-are-near-a-bottom-5135281.html - [How to build a COVID proof portfoilo with 10 stock for 10 years ?](https://carneliancapital.co.in/videos/how-to-build-a-covid-proof-portfoilo-with-10-stock-for-10-years) - Watch this interesting video for our recommendation. - [Carnelian Capital is betting on tech, real estate sectors for multi-year returns.](https://carneliancapital.co.in/videos/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 sectoral leaders rose between 40-90 percent while the Nifty 50 has dropped close to 20 percent. Read more at:https://www.bloombergquint.com/markets/carnelian-capital-is-betting-on-tech-real-estate-sectors-for-multi-year-returns - [How will rating downgrade affect Indian markets ?](https://carneliancapital.co.in/videos/how-will-rating-downgrade-affect-indian-markets) - ["Why is market behaving differently than what is being percieved ?"](https://carneliancapital.co.in/videos/why-is-market-behaving-differently-than-what-is-being-percieved) - Interview with PMS - AIF World. - [Interview on investment strategy & current scenario with Bloomberg Quint](https://carneliancapital.co.in/videos/interview-on-investment-strategy-current-scenario-with-bloomberg-quint) - [India's economic recovery may take much longer than market's expectation](https://carneliancapital.co.in/videos/indias-economic-recovery-may-take-much-longer-than-markets-expectation) - Interview on CNBC TV - 18 - [Top stocks for next 10 years !!](https://carneliancapital.co.in/videos/top-stocks-for-next-10-years) - Great compounding stories, as Vikas Khemani & other panelists give their picks. - [Interview with Business Standard on current market scenario](https://carneliancapital.co.in/videos/interview-with-business-standard-on-current-market-scenario) - Vikas Khemani, CEO Carnelian Capital talking on various themes, rural, consumption, BFSI.... Do read the interview to know more. Q1. Markets have run up sharply and leading indices are 10-12% from all-time highs, while earnings visibility hasn't improved commensurately. Are markets in a bubble like situation, and is there is reason to worry? Market recovery - [Carnelian Asset Management founder reveals their investment philosophy](https://carneliancapital.co.in/videos/carnelian-asset-management-founder-reveals-their-investment-philosophy) - In this interesting interview with Moneycontrol, Manoj Bahety ( Co-Founder - Carnelian Capital) explains Carnelian's investment philosophy & opportunities during this crisis. https://www.moneycontrol.com/news/business/markets/daily-voice-carnelian-amc-founder-reveals-their-investment-philosophy-5603181.html - [India, the next manufacturing hub?](https://carneliancapital.co.in/videos/india-the-next-manufacturing-hub) - [Investment mantra & tips from Carnelian Capital CEO, Vikas Khemani](https://carneliancapital.co.in/videos/investment-mantra-tips-from-carnelian-capital-ceo-vikas-khemani) - Interview on "Smart Money" show with CNBC TV 18. - [We are seeing development of a multi-year bull run in India: Vikas Khemani](https://carneliancapital.co.in/videos/we-are-seeing-development-of-a-multi-year-bull-run-in-india-vikas-khemani) - Valuation is a function of two things, earnings growth and interest rates; a 150 bps drop in interest rates increases the value of equities approximately by 25% even if everything else remains the same. Click here to read the entire article - [IT emerging as growth sector, will see significant re rating: Vikas Khemani](https://carneliancapital.co.in/videos/it-emerging-as-growth-sector-will-see-significant-re-rating-vikas-khemani) - The sector can get re-rated significantly over the next four-five years. All the leading companies as well as smaller companies will be doing very well in the sector, says the Founder, Carnelian Capital. The market has already been assigning a premium to most IT stocks. Do you think the Covid crisis is going to lead - [Talking Point With Carnelian Capital Advisors' Vikas Khemani](https://carneliancapital.co.in/videos/talking-point-with-carnelian-capital-advisors-vikas-khemani-2) - Each financial crisis has created a new sector that's gained in following years. Which one will it be this time round? Niraj Shah in conversation with Carnelian Capital Advisors Founder Vikas Khemani. - [India Can Be AI Capital Of The World, Says Tata Sons’ N Chandrasekaran](https://carneliancapital.co.in/videos/india-can-be-ai-capital-of-the-world-says-tata-sons-n-chandrasekaran) - India can become the artificial intelligence capital of the world because of the talent pool and complex problems that it has, and a policy framework for the technology can accelerate development, Tata Sons Chairman N Chandrasekaran said on Friday. He said AI can shape the future and direction of the country. "India clearly has the - [Hold Large Holdings Of ICICI Bank Suggests Vikas Khemani Founder Carnelian Capital Advisor](https://carneliancapital.co.in/videos/hold-large-holdings-of-icici-bank-suggests-vikas-khemani-founder-carnelian-capital-advisor) - [Carnelian Capital’s Vikas Khemani Sees Two Wealth-Creating Opportunities Amid Pandemic](https://carneliancapital.co.in/videos/carnelian-capitals-vikas-khemani-sees-two-wealth-creating-opportunities-amid-pandemic) - The 2001 dotcom crisis led to a boom in infrastructure and industrials. The 2008 financial crisis led to a series of populist measures sparking a consumption boom. And now the Covid-19 crisis, according to Vikas Khemani, has sparked a sectoral shift, bringing wealth-creating opportunities for investors. More specifically, manufacturing and information technology are the two - [Top 7 Stock Market Triggers of 2021: Market Guru Anil Singhvi in special chat with Vikas Khemani](https://carneliancapital.co.in/videos/top-7-stock-market-triggers-of-2021-market-guru-anil-singhvi-in-special-chat-with-vikas-khemani) - Click here to watch the video - [Talking Point With Carnelian Capital Advisors Vikas Khemani](https://carneliancapital.co.in/videos/talking-point-with-carnelian-capital-advisors-vikas-khemani) - [Budget 2021 | FM paves path for $5-trillion economy, ignore India at your own risk](https://carneliancapital.co.in/videos/budget-2021-fm-paves-path-for-5-trillion-economy-ignore-india-at-your-own-risk) - The Budget is strategic, wise, and visionary to turn India into a $5 trillion economy and a message to the world that India no longer plays by the handed over handbook, says Swati Khemani of Carnelian Capital. Finance Minister Nirmala Sitharaman delivered a splendid Budget on February 1, akin to what the Indian cricket team - [Market sell-off: Vikas Khemani of Carnelian Capital Advisors advises buying on dips](https://carneliancapital.co.in/videos/market-sell-off-vikas-khemani-of-carnelian-capital-advisors-advises-buying-on-dips) - After benchmark indices Sensex and Nifty nosedived on Friday, mirroring the bearish mood in world markets, Vikas Khemani, founder of Carnelian Capital Advisors said India is in the middle of a structural bull market. "I think we are in the middle of a structural bull market, the party has just begun. I think we are - [Vikas Khemani on key takeaways from the current market rally](https://carneliancapital.co.in/videos/vikas-khemani-on-key-takeaways-from-the-current-market-rally) - [Here's an overarching view on the diagnostics space and PSUs!](https://carneliancapital.co.in/videos/heres-an-overarching-view-on-the-diagnostics-space-and-psus) - ['Think long, think big’ is what I believe in!](https://carneliancapital.co.in/videos/think-long-think-big-is-what-i-believe-in) - Check out my article in the Business Standard newspaper today to know about my take on the Indian Markets and is it actually a good time to stay invested for long. Read the entire article on: https://wap.business-standard.com/article-amp/markets/real-money-in-market-is-made-by-remaining-invested-for-long-vikas-khemani-121072500919_1.html - [Is it the right time to invest in markets?](https://carneliancapital.co.in/videos/is-it-the-right-time-to-invest-in-markets) - See what our founder Mr. Vikas Khemani has to say on this! - [What's the market scenario ahead? What kind of Risks to focus on?](https://carneliancapital.co.in/videos/whats-the-market-scenario-ahead-what-kind-of-risks-to-focus-on) - See what our founder Mr. Vikas Khemani has to say on this! - [What will the market outlook be in 2022?](https://carneliancapital.co.in/videos/what-will-the-market-outlook-be-in-2022) - See what our founder Mr. Vikas Khemani has to say on this! - [In 2022, where to bet in the market? Which sector or shares to focus on?](https://carneliancapital.co.in/videos/in-2022-where-to-bet-in-the-market-which-sector-or-shares-to-focus-on) - See what our founder Mr. Vikas Khemani has to say on this! - [Positives of the IT sector.](https://carneliancapital.co.in/videos/positives-of-the-it-sector) - See what our founder Mr. Vikas Khemani has to say on this! - [Outlook 2022](https://carneliancapital.co.in/videos/outlook-2022) - "We have only seen the "tip of the iceberg" of IT upmove" says our founder, Mr. Vikas Khemani. Listen in as to why he feels so and if attrition concerns may play spoilsport. - [Market Outlook & Sectoral Bets](https://carneliancapital.co.in/videos/market-outlook-sectoral-bets) - Watch our founder Mr. Vikas Khemani share his views on the same. - [Beat The Street](https://carneliancapital.co.in/videos/beat-the-street) - "Market Will Get Past Prevailing Uncertainty Soon" says our founder Mr. Vikas Khemani - [Vikas Khemani shares his views on IT Sector & Infosys Q4 results.](https://carneliancapital.co.in/videos/vikas-khemani-shares-his-views-on-it-sector-infosys-q4-results) - Watch the entire video to know his views. - [Bullish on Banking & IT | Vikas Khemani, Carnelian Capital Advisors | Stocks In News | Markets News](https://carneliancapital.co.in/videos/bullish-on-banking-it-vikas-khemani-carnelian-capital-advisors-stocks-in-news-markets-news) - [In The Middle Of Fear & Panic Lies Opportunity | Vikas Khemani Of Carnelian Capital Advisors](https://carneliancapital.co.in/videos/in-the-middle-of-fear-panic-lies-opportunity-vikas-khemani-of-carnelian-capital-advisors) - [Inflation in India & U.S.](https://carneliancapital.co.in/videos/inflation-in-india-u-s) - Our founder Vikas Khemani shares his views on Inflation in India & U.S. Watch to know more. - [Anil Singhvi in Talk With Vikas Khemani, Founder, Carnelian Capital Advisors | Bazaar Aar ya Par](https://carneliancapital.co.in/videos/anil-singhvi-in-talk-with-vikas-khemani-founder-carnelian-capital-advisors-bazaar-aar-ya-par) - [Carnelian Capitals' Vikas Khemani On Sectors To Bet On In Today's Trade | Bazaar Morning Call](https://carneliancapital.co.in/videos/carnelian-capitals-vikas-khemani-on-sectors-to-bet-on-in-todays-trade-bazaar-morning-call) - [Share Market Heroes | Expert Vikas Khemani की Investment Journey पर एक नजर | CNBC Awaaz Special](https://carneliancapital.co.in/videos/share-market-heroes-expert-vikas-khemani-की-investment-journey-पर-एक-नजर-cnbc-awaaz-special) - [Rate Hikes Are Behind As Inflationary Pressure Is Reducing | Vikas Khemani](https://carneliancapital.co.in/videos/rate-hikes-are-behind-as-inflationary-pressure-is-reducing-vikas-khemani) - [Manoj Bahety of Carnelian Asset Advisors Speaks On The Expectations The Earnings Season | CNBC-TV18](https://carneliancapital.co.in/videos/manoj-bahety-of-carnelian-asset-advisors-speaks-on-the-expectations-the-earnings-season-cnbc-tv18) - [Sensex May Hit 70,000 Over Next Twelve Months | Vikas Khemani, Carnelian Capital Advisors | ET Now](https://carneliancapital.co.in/videos/sensex-may-hit-70000-over-next-twelve-months-vikas-khemani-carnelian-capital-advisors-et-now) - [India - The Structural Reset | Vikas Khemani | Carnelian Asset Advisors | PMS Bazaar](https://carneliancapital.co.in/videos/india-the-structural-reset-vikas-khemani-carnelian-asset-advisors-pms-bazaar) - [Carnelian Capital Advisors' Vikas Khemani's Market Outlook & Sectors To Bet On | Trading Hour](https://carneliancapital.co.in/videos/carnelian-capital-advisors-vikas-khemanis-market-outlook-sectors-to-bet-on-trading-hour) - [Emerging Themes For 2023 By Vikas Khemani Of Carnelian Capital Advisors LLP](https://carneliancapital.co.in/videos/emerging-themes-for-2023-by-vikas-khemani-of-carnelian-capital-advisors-llp) - [Watch our co founder Mr Vikas Khemani talks about the market -In the coming years big money will com](https://carneliancapital.co.in/videos/watch-our-co-founder-mr-vikas-khemani-talks-about-the-market-in-the-coming-years-big-money-will-com) - [Know from Vikas Khemani where are the opportunities in Defense Space, how is the outlook for the nex](https://carneliancapital.co.in/videos/know-from-vikas-khemani-where-are-the-opportunities-in-defense-space-how-is-the-outlook-for-the-nex) - [Which sector will get booster from Budget 2023? , Gautam Shah | Vikas Khemani | Pankaj Tibrewal](https://carneliancapital.co.in/videos/which-sector-will-get-booster-from-budget-2023-gautam-shah-vikas-khemani-pankaj-tibrewal) - [From Vikas Khemani - how much profit and loss to the Indian market from the reopening of China?](https://carneliancapital.co.in/videos/from-vikas-khemani-how-much-profit-and-loss-to-the-indian-market-from-the-reopening-of-china) - [What Should Investors Do When the Market Too Volatile? | Manufacturing Investment? | Vikas Khemani](https://carneliancapital.co.in/videos/what-should-investors-do-when-the-market-too-volatile-manufacturing-investment-vikas-khemani) - [4 sectors Vikas Khemani is bullish on for next 2 years](https://carneliancapital.co.in/videos/4-sectors-vikas-khemani-is-bullish-on-for-next-2-years) - Whatever hiring is happening in the new tech is helping IT companies to recover from attrition which they faced, a year, year and a half ago in a major way. So to that extent, it helps them, says Vikas Khemani, Carnelian Capital Advisors. IT took a hit. Persistent came out and said, look, we have - [This is the time to deploy capital; don’t see major downside from here: Vikas Khemani](https://carneliancapital.co.in/videos/this-is-the-time-to-deploy-capital-dont-see-major-downside-from-here-vikas-khemani) - We have been telling our clients that this is the time to deploy capital. When we get money, we do not sit on cash because nobody can time the market but we fundamentally do not see a major downside from here unless we save and accept some major unexpected catastrophic event happens. We see markets - [Debt mutual fund tax tweak a setback, but AMC profit driven by equity schemes: Vikas Khemani](https://carneliancapital.co.in/videos/debt-mutual-fund-tax-tweak-a-setback-but-amc-profit-driven-by-equity-schemes-vikas-khemani) - Most people may not abandon debt funds and that could turn into a long-term asset base, but creating new assets in the debt segment may be a challenge, says Vikas Khemani, founder of Carnelian Asset Advisors The change in tax norms for debt mutual funds may be a setback for asset management companies but more - [Why Vikas Khemani is positive on both banks and IT stocks now](https://carneliancapital.co.in/videos/why-vikas-khemani-is-positive-on-both-banks-and-it-stocks-now) - “Neither are we trimming, nor are we adding to IT positions. We are just holding on to that and I do not know whether it is 6 months or 12 months, but down the line when the US environment settles down the Fed starts talking about interest rate coming down, that would be the time - [Mr. Vikas Khemani, Founder, Carnelian Capital Advisors Says Indian Economy Is In Excellent Condition](https://carneliancapital.co.in/videos/mr-vikas-khemani-founder-carnelian-capital-advisors-says-indian-economy-is-in-excellent-condition) - [Manoj Bahety explains how he wants to capture “trillion dollar India opportunity through his fund](https://carneliancapital.co.in/videos/manoj-bahety-explains-how-he-wants-to-capture-trillion-dollar-india-opportunity-through-his-fund) - CCF (Carnelian capital compounder fund) is long only, multi-cap, sector agnostic fund focusing on capturing the “trillion-dollar India opportunity”,” says Manoj Bahety, CFA, Founder at Carnelian Capital Advisors LLP. In an interview with ETMarkets in association with PMSBazaar, Bahety, said: “Under this fund our objective is to create a concentrated portfolio of 25 stocks within - [Streetspeak: The Road Ahead For Markets With Carnelian Capital Advisors' Vikas Khemani | CNBC-TV18](https://carneliancapital.co.in/videos/streetspeak-the-road-ahead-for-markets-with-carnelian-capital-advisors-vikas-khemani-cnbc-tv18) - [India: A Journey through Time - Short, Medium, and Long Term Perspectives | Carnelian Asset Advisors](https://carneliancapital.co.in/videos/india-a-journey-through-time-short-medium-and-long-term-perspectives-carnelian-asset-advisors) - [3 sectors Vikas Khemani is bullish on for next few years](https://carneliancapital.co.in/videos/3-sectors-vikas-khemani-is-bullish-on-for-next-few-years) - As and when that rate peaks out and starts turning back, emerging market receives that flow and we have been making this case pretty much same that our sense has been last four-five months that inflation has peaked out," says Vikas Khemani, Carnelian Capital Advisors I guess the constant view what both of us have - [Vikas Khemani’s top tips: Remain invested & forget FOMO](https://carneliancapital.co.in/videos/vikas-khemanis-top-tips-remain-invested-forget-fomo) - Vikas Khemani, Founder, Carnelian Capital Advisors, says he does not see a situation where markets are going to correct in a meaningful manner, unless something unpredictable happens, which nobody can make out and which will always be around the corner. So, taking money off the table for the sake of it is not a great - [Nifty past 19,000, market marches on: Vikas Khemani, Carnelian asset advisors on how to invest now](https://carneliancapital.co.in/videos/nifty-past-19000-market-marches-on-vikas-khemani-carnelian-asset-advisors-on-how-to-invest-now) - [India’s bullish market will horn to glory: Vikas Khemani](https://carneliancapital.co.in/videos/indias-bullish-market-will-horn-to-glory-vikas-khemani) - At present 4-4.5 percent of corporate profit is devoted towards GDP but there is a strong possibility that in the near future, it will rise to we nearly 7-8 percent, says Khemani The Indian market has performed strongly over the past 20 years and can potentially deliver a 16-20 percent return over the coming three - [Alpha Moguls: Buying Stocks With Possibility Of Rerating & Growth | BQ Prime](https://carneliancapital.co.in/videos/alpha-moguls-buying-stocks-with-possibility-of-rerating-growth-bq-prime) - [Consolidation Natural For Market,' Vikas Khemani Of Carnelian Capital Advisors LLP](https://carneliancapital.co.in/videos/consolidation-natural-for-market-vikas-khemani-of-carnelian-capital-advisors-llp) - [Nifty At 20K | 40K-50K Not Very Far: Vikas Khemani](https://carneliancapital.co.in/videos/nifty-at-20k-40k-50k-not-very-far-vikas-khemani) - [India Growth Story To Continue To Be Robust,' Vikas Khemani, Carnelian Asset Management](https://carneliancapital.co.in/videos/india-growth-story-to-continue-to-be-robust-vikas-khemani-carnelian-asset-management) - [If current Govt returns to the Centre, strong growth is possible Says Vikas Khemani | Market Outlook](https://carneliancapital.co.in/videos/if-current-govt-returns-to-the-centre-strong-growth-is-possible-says-vikas-khemani-market-outlook) - [Morningstar Conference: Vikas Khemani On How To Beat Market Volatility | BQ Prime](https://carneliancapital.co.in/videos/morningstar-conference-vikas-khemani-on-how-to-beat-market-volatility-bq-prime) - [Mr. Vikas Khemani interview with CNBC Awaaz.](https://carneliancapital.co.in/videos/mr-vikas-khemani-interview-with-cnbc-awaaz) - [Central Banks Take Action, How Will Moves Impact Markets? 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