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Carnelian Quarterly Catch Up - Carnelian Contra Portfolio Strategy

Writer's picture: Team CarnelianTeam Carnelian

The market continues to be volatile owing to geo-political uncertainty, tariff wars, currency devaluations & changing global interest rate environment.


In this Quarterly Catch-Up, our Founder, Vikas Khemani, shares his outlook on the market and re-opening the “Carnelian YnG Strategy” (CYnG) as “Carnelian Contra Portfolio Strategy” (CCPS) with a slightly broader mandate.

 
 
 

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