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CARNELIAN CAPITAL
ET Alpha Wealth Summit Masterclass | '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...
ET Alpha Wealth Summit | We are in Sankat Kaal, and in this Sagar Manthan, our job is to look for the next generation of winners: Saurabh MukherjeaIndia's economic future lies with manufacturing exporters, not consumer companies. Saurabh Mukherjea predicts this shift will drive earning...
ET Alpha Wealth Summit | India's next decade: AI is an enabler, not a threat; investor expectations the real risk: Kailash KulkarniIndia's growth is diversifying beyond single sectors, with trade deals and manufacturing exports emerging as key drivers. Experts at the ET...
ET Alpha Wealth Summit | 'India's AI index beat Mag-7 plus Nvidia': Hiren Ved says stop mourning FII exits and start investing smarterIndia is in an 'Opportunity Kaal', not an AI drought, and that companies using AI aggressively will leave rivals behind within five years, ...
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...
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...
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...
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...
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...
Malabar, Carnelian buy 9.96% stake in IPO-bound Scoda TubesMalabar Investments, a Mauritiusbased fund, subscribed to 2.4 million shares at Rs 125 per share, resulting in a 5.43% stake. Carnelian Cap...
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...
Banks to remain a compounding story in this market: Vikas KhemaniI feel that banking sector can deliver anywhere between 15% to 20% return compounding over next five, six years as long as the economic gro...
ETMarkets PMS Talk: Manoj Bahety explains how he wants to capture “trillion dollar India opportunity” through his fundCarnelian Capital Compounder Fund aims to invest in a concentrated portfolio of 25 long-only stocks within its QARP framework, focusing on ...
We are almost back to 2018 level and one can find great picks: Vikas KhemaniThe Carnelian Capital founder says there is a second and third order impact of coronavirus epidemic across the globe and across various ass...
We are going to see a slow and steady repair in economy: Vikas Khemani, Carnelian Capital AdvisorsThe moment you raise your cut-off for risk, suddenly the demand goes away.
Go for value buys in next 3-4 months, deterioration phase nearly over: Vikas KhemaniWe should be leaving the worse behind and enter the recovery phase by Oct or Nov.
BFSIs to lead rally, private banks’ earnings may grow 20-25% over 3-5 years: Vikas Khemani, Carnelian CapitalAs animal spirits go up and risk perception goes down, you will start seeing acceleration, says Khemani.
Time to start nibbling at midcaps: Vikas Khemani, Carnelian CapitalOver next 12 months, we can have three, four more rate cuts, says Khemani.
Axis Capital MD Dharmesh Mehta takes sabbatical“I have taken sabbatical leave from Tuesday as I was involved in submitted bid for a competing business of Axis Capital,” said Mehta.
Three months down the line, all NBFCs will be back: Vikas Khemani, Founder, Carnelian CapitalFrom now to May is a great period to build an investing portfolio, says the Carnelian Capital founder.