Carnelian Capital https://validator.w3.org/feed/docs/rss2.html Grievances Values Carnelian Investing Principles Carnelian Investment principles - MCO framework Macro Outlook for 2020 Carnelian Update - Some respite but continue to focus on risk Carnelian Update – Chartering in unprecedented times Carnelian Update - Completing 1st Year of our Journey Carnelian Update - Emergence of a new trend Carnelian Update -Be careful not fearful Carnelian Update - Digital Revolution Carnelian Update - Lollapalooza Effect in making Carnelian Update - What next? Carnelian Update - Learn from history to do an encore Carnelian Update – Don’t only believe us… USD 500bn giant in making… Carnelian Update – “Max”imising Magic;Process or outcome? An idea whose time has come - another magic story “Who Stole My Returns – Me or Market?”A different perspective on risk Type A risk - one of the biggest wealth destroyers - a deep dive Next pot of Gold! Speed bumps ahead: Focus on Risks and BRICs in Samvat 2078 2022 to be the year of de-rating & modest earnings growth FAD-FOMO-FADE Structural tailwinds vs Cyclical headwinds A “Magic”al Delivery! Embrace volatility & build this Vintage Manufacturing - All Stars Aligned Predictably Irrational - Psychology of Investing CLEAR vision avoids casualties… Three Peaks & Twin Engine will lead to 70,000 Culture - The compounding machine 2023: Tailwinds amidst headwinds… This time it’s different Budget, Adani and Fed!!! Choices that one makes! a Fund Manager’s dilemma…. Is a financial crisis looming? CONNECTing dots We don’t find the market expensive - simplifying asset valuation… US recession, Geo-Politics - this time it is different. Show me the Margins! 2023, a momentous year - reflecting on our journey… A different perspective on Active vs Passive Investing Bharat Amritkaal!!! - The India story re-begins… Bharat Amritkaal Series – Biggest Mega Trend – Youngest, largest & aspiring! Power shift from BJP to NDA - Will this change the policy mood? Bharat Amritkaal Series - India, factory to the world Source of Alpha – Revisiting MAGIC Framework Beyond Narrative: AI - Transformation or Disruption Home