Carnelian Capital https://validator.w3.org/feed/docs/rss2.html Presentation & Factsheets 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 Beyond Narratives… 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 Beyond Narratives : FAD – FOMO – FADE : 2 Investors’ blind date with… Should you really diversify globally? 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 ET Alpha Wealth Summit 2026: India’s top investment minds decode the next decade of wealth creation Our Journey DISCLOSURES Team Home Carnelian Contra Portfolio Strategy Carnelian Shift Strategy Carnelian Capital Compounder Strategy Optimists’ take on managing Risk Affle 3i Limited Discloses Analyst Meeting with Carnelian Asset Management on May 13, 2026 ET Alpha Wealth Summit: How AI, volatility and global trends will shape D-Street’s next move Moneycontrol Pro Panorama | Verdict Vibes ET Alpha Wealth Summit: D-St moguls set to decode the next wealth-creation avenues He Lost His Father’s Money… And Today Manages ₹16,000 Crores | Vikas Khemani | Kushal Lodha #325 India’s new-age platforms: From fad to fundamentals Carnelian Quarterly Catchup – Market outlook & portfolio update When the expected fails, unexpected blossoms Prashant Bhushan urges RBI to intervene in the proposed re-appointment of Bakhshi as ICICI Bank’s MD and CEO Roshan Nair Appointed as Chief Human Resources Officer at Carnelian Asset Management and Advisors Pvt Ltd Defence Stocks Are Trading At Expensive Valuations: Carnelian Asset Management | CNBC TV18 2026 Outlook – From a Year of Caution to a Year of Opportunity Budget Beyond STT Beyond Narrative: AI – Transformation or Disruption How peak pessimism creates best wealth creation opportunities in markets Source of Alpha – Revisiting MAGIC Framework A different perspective on Active vs Passive Investing Don’t Bet Against India: Vikas Khemani On Why FIIs Will Return And Trigger A Huge Market Euphoria