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CARNELIAN ASSET MANAGEMENT
'India's AI index beat Mag-7 plus Nvidia': Hiren Ved says stop mourning FII exits and start investing smarter- India's next decade: AI is an enabler, not a threat; investor expectations the real risk: Kailash Kulkarni
- We are in Sankat Kaal, and in this Sagar Manthan, our job is to look for the next generation of winners: Saurabh Mukherjea
- 'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear nowIndia has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlight...10 Jun, 2026, 10.59 AM IST
- DIIs' net purchases cross Rs 4 lakh crore on Dalal Street in 2026 while FIIs run awayDomestic institutional investors (DIIs) have remained strong buyers of Indian equities in 2026, with net purchases crossing Rs 4.16 lakh cr...09 Jun, 2026, 01.01 PM IST
- Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bullsGlobal capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opp...09 Jun, 2026, 08.48 AM IST
- ET Alpha Wealth Summit: What's next for markets, AI and India's growth story?Leading investors will convene at the ET Alpha Wealth Summit in Mumbai on June 4 to dissect market trends and identify opportunities. Discu...03 Jun, 2026, 04.33 PM IST
- ET Alpha Wealth Summit 2026: India’s top investment minds decode the next decade of wealth creationThe ET Alpha Wealth Summit 2026, hosted by The Economic Times on 4th June in Mumbai, is an exclusive, closed-door event where India’s top i...01 Jun, 2026, 11.34 AM IST
- Markets to enter prolonged “drag phase,” not deep correction: Vikas KhemaniMarket expert Vikas Khemani anticipates a consolidation phase for Indian equities rather than a sharp breakout, citing persistent global ma...22 May, 2026, 05.37 PM IST
- Vikas Khemani bets big on IndiGo, BHEL, and PSU banks amid market volatilityVikas Khemani of Carnelian Asset Management outlines his investment strategy amid market volatility. He favors mid and large-cap stocks, wi...16 Apr, 2026, 04.37 PM IST
- Earnings may drop but opportunity bigger; Vikas Khemani makes bullish call on India marketsIndian markets are rallying after a sell-off. Vikas Khemani of Carnelian Asset Management believes India's investment case remains strong. ...16 Apr, 2026, 04.36 PM IST
- War, falling markets, and a two-year window: Why Vikas Khemani is buying banks, aviation, and pharma right nowIndian markets are down, presenting a buying opportunity for long-term investors. Vikas Khemani of Carnelian Asset Management sees potentia...24 Mar, 2026, 01.20 PM IST
- Strong Indian economy makes current crisis manageable: Vikas KhemaniMarket turbulence offers chances to buy. Vikas Khemani of Carnelian Asset Management sees opportunity in corrections. He highlights banks, ...09 Mar, 2026, 02.01 PM IST
- Stay the course, no need for tactical portfolio shift: Vikas KhemaniVikas Khemani from Carnelian Asset Management suggests a portfolio focused on India's long-term potential. Banking, financial services, and...14 Jun, 2025, 11.07 AM IST
- Short-term volatility may persist, but FII flows and economic activity to keep sentiment positive: Vikas KhemaniVikas Khemani of Carnelian Asset Management remains optimistic about Indian markets, citing a strong domestic growth story and the resoluti...20 May, 2025, 01.11 PM IST
- ETMarkets AIF Talk: With Rs 10,000 cr in AUM, Carnelian sees tariff volatility as investment opportunity, sees Manoj BahetyBahety concluded by reiterating his bullish stance on India’s long-term prospects, encouraging investors to focus on fundamentals and look ...22 Apr, 2025, 09.00 AM IST
- Vikas Khemani on key triggers that will shape the market’s next big moveMost people kind of turned bearish on global concerns, oil prices. So, people tend to kind of extrapolate more bad news. So that has happen...21 Mar, 2025, 12.08 PM IST
- Small and midcap stocks may face volatility, but long-term returns still strong: Vikas KhemaniEvery day there was some negative news flow, global concern, geopolitical concern, inflation concern, oil prices, commodity, everything was...19 Feb, 2025, 12.09 PM IST
- Market pain temporary; India’s growth trajectory remains unchanged: Vikas KhemaniSo, idea is to temper expectation, get back to basics and keep doing from long-term perspective stock picking and keep remain invested. I m...19 Feb, 2025, 11.44 AM IST
- TVS, Dabur promoters, HNIs to back Khemani's Rs 5,000-crore PIPE fundExisting investors such as the promoter family offices of TVS Capital, Ajanta Pharma, Pidilite, Dalmia and Dabur are likely to invest in th...21 Mar, 2024, 06.27 AM IST
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