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After a year marked by record overseas sales of Rs 2.32 lakh crore in 2025, the highest ever in Indian capital markets, IT services emerged as the biggest drag, accounting for nearly Rs 80,000 crore of the outflow. The sector was hit by a 12% decline in the Nifty IT index, amid rising concerns over […]
As Indian equities undergo a phase of consolidation amid uneven global flows, seasoned investors are increasingly leaning on bottom-up stock picking rather than broad market cap or thematic investing. In a conversation with ET Now, Vikas Khemani, Carnelian Asset Management, shared his views on PSU banks, IT services, manufacturing capabilities and the prospects for market […]
After a year marked by consolidation, uneven sector performance and subdued benchmark returns, veteran market participant Vikas Khemani of Carnelian Asset Management believes the foundation has been laid for a more constructive phase for Indian equities. In a detailed interaction with ET Now, Khemani outlined why the coming year could mark a shift, with earnings […]
India’s record-breaking IPO year is drawing global attention, but one of the country’s prominent market voices says the pipeline quality gap is rapidly widening. Vikas Khemani, founder of Carnelian Capital, said after consulting with investment bankers that barely 5% of companies were worth meeting, and almost none struck the right balance between business fundamentals and […]
Indian equities are on the cusp of a strong upward cycle after nearly a year of consolidation, said Vikas Khemani, founder and CEO of Carnelian Asset Management. Khemani expects the Nifty to scale 29,000 to 30,000 units in the current Samvat year, predicting a market return of 15 to 20%, supported by rising liquidity, policy […]
The investment industry of India enters an exciting phase of diversification, with a broader range of products and strategies for the developing needs of investors. According to Vikas Khemani, founder and CIO of Carnelian Asset Advisors, the rapid growth, rising financialization of the market and the expansion of the investor base will release the way […]
“I’m not saying us exports will collapse, but this uncertainty can impact earnings for a quarter or two for companions exporting to the us the final impact will deping on how the negotiations evolve. That Saidies are the current context where many WHERE MOSY WHERE Drastically Negative – Everyone is Being Treated Similarly, “Says Vikas […]
