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.