Carnelian Capital https://validator.w3.org/feed/docs/rss2.html Our Journey Home Annual Stewardship Activity Vikas Khemani | Q3 Earnings Strong | Why 2026 Could Be a Big Year for Markets? | Business News Man Industries shares gain after winning orders worth ₹1,000 crore with Saudi unit Carnelian asset hires former 360 exec to build PR Vertical Global Volatility, Union Budget And India’s Market Outlook For 2026 | Vikas Khemani Continue To Believe That The Downside Remains Limited, It Is A Stock Pickers Market: Carnelian Asset India-US Trade Deal Timeline Uncertain as Fund Managers Expect Limited Market Impact Earnings momentum and trade clarity to drive markets: Vikas Khemani India-US Trade Deal Timeline Uncertain as Fund Managers Expect Limited Market Impact 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 What will it take for a 2025 outperformer to defy the mean reversion in 2026? Firstsource Solutions schedules analyst meeting on June 30 Why FIIs Are Returning to India Again as Valuations Ease and Growth Outlook Improves 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 IT Stocks Finally A Buy? Vikas Khemani Sees Big Opportunity After Selloff | Top Investment Themes 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 Earnings growth to stay robust at 14-16%; IT correction a buying opportunity: Vikas Khemani 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 DISCLOSURES Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bulls FAD FOMO FADE 3 – the global AI frenzy Presentation & Factsheets Carnelian Bespoke Portfolio (Temporarily closed for subscription) Carnelian Contra Portfolio Strategy Carnelian Capital Compounder Strategy Carnelian Shift Strategy 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. 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 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. What Is Portfolio Evaluation? Meaning, Benefits & Steps Explained Team ET Alpha Wealth Summit: India outperformed emerging markets over a 10-15 year period; market lag is recency bias: Vikas Khemani 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 Carnelian’s Vikas Khemani sees manufacturing as India’s biggest long-term opportunity 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 ET Alpha Wealth Summit: Will AI disrupt India’s growth story or accelerate it? Gland Pharma adds investor meetings for June 04, 2026 Beyond Narratives : FAD - FOMO - FADE : 2 Investors’ blind date with… Business News: बाज़ार पर Vikas Khemani ने क्या कहा? देखिए हमारा खास शो | Stock Market Q-Line Biotech IPO gets 95x subscription; Bio Medica Laboratories, Autofurnish public issues see tepid response on final day US-Iran War, Rupee Fall & Supply Shocks Yet India Holds Steady: Vikas Khemani’s ‘India Conviction’