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VIKAS KHEMANI PORTFOLIO
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: Market titans decode AI, wealth creation & India’s next investment cycleAs markets grow volatile, the Economic Times' Alpha Wealth Summit in Mumbai will gather experts to discuss future wealth creation. Sessions...
- ET Alpha Wealth Summit 2026: Decoding the future of Indian stock market in uncertain timesIndian investors navigate a complex wealth creation landscape. Geopolitical shifts and rapid AI adoption demand new strategies. The ET Alph...
- ET Alpha Wealth Summit: How AI, volatility and global trends will shape D-Street’s next moveMarkets navigated Covid-19's impact and Trump's tariffs, only to face Middle East geopolitical tensions. The ET Alpha Wealth Summit on June...
- ET Alpha Wealth Summit: D-St moguls set to decode the next wealth-creation avenuesThe Economic Times will host the ET Alpha Wealth Summit on June 4 in Mumbai. Fund managers and market veterans like Saurabh Mukherjea, S Na...
- 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...
- ET Alpha Wealth Summit: Learn the secrets of finding alpha & what it takes to build a Rs 100 crore portfolioInvestors and experts are set to gather in Mumbai on June 4 for the ET Alpha Wealth Summit. The event will focus on finding hidden market o...
- Vikas Khemani-backed Q-Line Biotech IPO subscribed over 2 times on Day 1 as GMP soars to 42%Vikas Khemani-backed Q-Line Biotech's IPO opened on Wednesday, aiming to raise up to Rs 214.48 crore on NSE Emerge. The company, operating ...
- 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...
- 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. ...
- Q4 moves: Ace investor Mukul Agrawal raises stake in 2 smallcap companies. Do you own?Ace investor Mukul Agrawal significantly boosted his holdings in Hindustan Construction Company (HCC) and Capacit’e Infraprojects during Q4...
- 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...
- Momentum continues to remain strong; stretched valuation the only concern for markets: Vikas KhemaniSee, again, I think investing is all about the medium to long term. If you are invested in stretched stocks or stressed segments where a lo...
- Value doesn't mean cheap; stay in companies that can deliver 18- 20% growth for a sustainable period: Vikas Khemani"Value does not mean it is cheap. You know, it is about whether you are getting good companies at a reasonable price and that is what our f...
- Vikas Khemani’s top tips: Remain invested & forget FOMO“Most of the uninformed investors end up riding into the late stage of the euphoria and that is where they end up losing money. People shou...
- 3 sectors Vikas Khemani is bullish on for next few yearsI would say there would be more flow which will be coming back. The simple reason -- in emerging market basket, India stands out. So, I see...
- Positive on metals, be company-specific while trading: Vikas Khemani"As the growth comes back and as investments pick up, metals also will do very well and return of overall global growth also is good news f...
- Next year is going to be phenomenal for Indian equities: Vikas KhemaniVikas Khemani, Exec. VP & Co-Head, Institutional Equities, Edelweiss reacts to the Index of Industrial Production (IIP)numbers out today.
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