India’s investment industry is entering an exciting phase of diversification, with a broader range of products and strategies catering to investors’ evolving needs. According to Vikas Khemani, Founder & CIO of Carnelian Asset Advisors, the market’s rapid growth, rising financialization, and expanding investor base will pave the way for multiple investment styles — from quant-driven … Read more
“I’m not saying U.S. exports will collapse, but this uncertainty can impact earnings for a quarter or two for companies exporting to the U.S. The final impact will depend on how the negotiations evolve. That said, given the current context where many countries are being levied around 25%, it’s not drastically negative — everyone is … Read more
“We have been owning a lot of CDMO. So, the manufacturing as a basket is a very-very promising basket, I would say, to remain there. And the third bucket where generally speaking a little less choices are available but still you do have choices available which is in the consumption basket across the board and … Read more
“There are no major risks around from a fundamental perspective. Now, any news flow can develop which can create short-term volatility, which cannot be controlled. So, net-net I am not feeling very negative about markets,” says Vikas Khemani, Carnelian Asset Management.Lots is happening in the market right now. You have the Moody’s downgrade coming in … Read more
“We will look for companies, at the end of it, it boils down to the company’s availability at the right price. So, you keep looking for your right price and right names and as and when they come, jump in and when we raise the new fund, we are still sitting on some bit of … Read more
“See whatever is happening elsewhere in the world right now the good part is that there is no economic impact or there is very minor or almost negligible economic impact happening on India as an economy,” says Vikas Khemani, Carnelian Capital Advisors. A lot of parallels have been drawn that this is not like 2008 … Read more