Carnelian Capital https://validator.w3.org/feed/docs/rss2.html Sailing amidst uncertainties 3 years of our journey so far…. then and now Embrace volatility & build this Vintage CLEAR vision avoids casualties… Predictably Irrational – Psychology of Investing Culture – The compounding machine Three Peaks & Twin Engine will lead to 70,000 This time it’s different Is a financial crisis looming? Small is beautiful – What makes them big? Demand creates its own supply We don’t find the market expensive – simplifying asset valuation… When to sell?? – An investor’s dilemma Show me the Margins! CONNECTing dots Beyond Narratives… Our Journey Team US recession, Geo-Politics – this time it is different. Charlie – Our North Star 2023, a momentous year – reflecting on our journey… Presentation & Factsheets A different perspective on Active vs Passive Investing Carnelian Bespoke Portfolio (Temporarily closed for subscription) Choices that one makes! a Fund Manager’s dilemma…. Bharat Amritkaal!!! – The India story re-begins… Bharat Amritkaal Series – Biggest Mega Trend – Youngest, largest & aspiring! Bharat Amritkaal Series – India, factory to the world Power shift from BJP to NDA – Will this change the policy mood? Carnelian Bharat Amritkaal Series – Infrastructure: Rebuilding India for Amritkaal More, New and Better! – India consumption story Temporary headwinds amidst structural tailwinds Beyond Narratives – Is consumption slow? 2025 – Year of keeping low expectations and staying disciplined Steering through the fog together Markets & Maha Kumbh – Exponential India The Oracle’s Farewell Beyond Narratives – Insider selling – a different perspective Budget, Adani and Fed!!! Contra Portfolio Strategy – investing beyond consensus 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 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 ET Alpha Wealth Summit 2026: India’s top investment minds decode the next decade of wealth creation How peak pessimism creates best wealth creation opportunities in markets Don’t Bet Against India: Vikas Khemani On Why FIIs Will Return And Trigger A Huge Market Euphoria DISCLOSURES Beyond Narratives : FAD – FOMO – FADE : 2 Investors’ blind date with… Home