VIKAS KHEMANI
Vikas Khemani bets big on IndiGo, BHEL, and PSU banks amid market volatility
Vikas Khemani of Carnelian Asset Management outlines his investment strategy amid market volatility. He favors mid and large-cap stocks, with selective contra plays like IndiGo. Khemani prefers conventional power enablers over renewables and emphasizes company selection in banking. He maintains his market cap mix and avoids fads and unproven businesses. His approach centers on conviction, quality, and patience.
Nifty's roadmap to 24,800: Rahul Sharma of JM Financial explains why he’s buying the dip
Rahul Sharma of JM Financial remains bullish on Nifty, advising investors to “buy the dip” with 24,800 as the next key resistance. He believes support around 24,100–23,700 remains intact, backed by strong sector leadership in PSU, metals, and IT, with PSU banks likely to drive the next leg higher.
Earnings may drop but opportunity bigger; Vikas Khemani makes bullish call on India markets
Indian markets are rallying after a sell-off. Vikas Khemani of Carnelian Asset Management believes India's investment case remains strong. He sees short-term earnings disruptions as opportunities. Khemani has increased exposure to banking, financial services, and aviation. He also believes the narrative around Indian IT is exaggerated, with AI presenting new opportunities.
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 FY26. He acquired nearly 60 lakh HCC shares, increasing his stake to 1.91%, and added 4.5 lakh Capacit’e Infraprojects shares, raising his ownership to 6.62%. These moves signal confidence in the smallcap infrastructure players.
War, falling markets, and a two-year window: Why Vikas Khemani is buying banks, aviation, and pharma right now
Indian markets are down, presenting a buying opportunity for long-term investors. Vikas Khemani of Carnelian Asset Management sees potential in banking, aviation, and pharma sectors. He believes geopolitical fears are fading, which could lead to a market bounce. Investors with a two to three year outlook can find good prices on desired stocks.
Strong Indian economy makes current crisis manageable: Vikas Khemani
Market turbulence offers chances to buy. Vikas Khemani of Carnelian Asset Management sees opportunity in corrections. He highlights banks, consumer sectors, and pharmaceuticals as attractive. PSU banks also present value. Khemani advises a long-term view, noting Indian economic fundamentals are strong. Short-term price drops in good companies are chances to invest.
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Smallcap index gains 6% in just 9 sessions! Is this the start of something big?
February 2026 marks a potential turning point for smallcap investors after a difficult 2025. A strong Q3 earnings season, coupled with a positive shift in global trade sentiment following India's trade deals with the US and EU, has fueled a rally. This suggests a potential broader recovery in the smallcap segment as valuations reset and foreign investor sentiment improves.
Earnings momentum and trade clarity to drive markets: Vikas Khemani
Market experts note that Q3 earnings met expectations, with mid and smallcaps showing strong performance. Resolutions in US trade deals have boosted corporate confidence, especially for exporters. Analysts are optimistic about 2026, anticipating a better year than 2025 due to monetary and fiscal stimulus, lifted tariff uncertainties, and improved valuations, with a focus on stock-specific opportunities.
ETBudget Boardroom | Capex, R&D push and tax reforms key expectations from Budget 2026: Vikas Khemani
As India prepares for Budget 2026, Carnelian Asset Management's Vikas Khemani emphasizes sustained growth through enhanced capex execution and R&D investment. He advocates for meaningful tax reforms, including addressing double taxation on dividends and STT, to boost investor confidence and long-term momentum.
Do away with either capital gains tax or STT; lower income tax: Vikas Khemani
Vikas Khemani, Founder of Carnelian Asset Management, points out the peculiarity of having both capital gains tax and Securities Transaction Tax (STT) in India. He suggests eliminating one tax to make it fairer. He also mentions expectations for a reduction in personal income tax and the importance of the fiscal deficit and capex spending in the upcoming Budget.
Why Vikas Khemani would take Hindenburg charge against Sebi Chair with a pinch of salt
Vikas Khemani, Founder of Carnelian Asset Management, discussed how repeated short-seller attacks by Hindenburg are seen with skepticism. He emphasized that markets are no longer easily swayed by such actions, citing manipulated facts and credibility issues. Khemani suggested that recent claims linking investments with the Adani Group are unsubstantiated and should not significantly impact market reactions.
Vikas Khemani explains why big money can be made in pharma
Vikas Khemani of Carnelian Capital Advisors discusses the growth potential of the pharma sector and the positive outlook for IT companies like TCS and Infosys. He believes that the underperformance of pharma over the past seven to eight years is coming to an end, with a promising trend emerging in both the US and domestic markets. Khemani also highlights the long-term investment opportunities in the IT sector, particularly with the decline in US interest rates.
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 should not participate out of FOMO. Market gives enough time and opportunity to every investor and there is a huge amount of money to be made through different sorts of styles. We should be invested in India. We will make lots of money.”
4 sectors Vikas Khemani is bullish on for next 2 years
The developmental expenditure on IT is yet to come, which in my opinion will start happening once the US economy stabilizes or interest rates starts coming down
Vikas Khemani resigns from Edelweiss
Khemani helped in building institutional brokerage, investment banking and prime brokerage.
Next 3-6 months are going to be very volatile but best time to enter market: Vikas Khemani, Edelweiss securities
In a chat with ET Now, Vikas Khemani, President & CEO, Edelweiss securities, says earnings growth will start from economically oriented sectors like banking and financial services, construction and investment oriented sectors
Nestle is a good company with global processes: Vikas Khemani
"Even if the regulator appeals, I am sure the outcome would lead to some strong evidence in favour of Nestle. Let us see how it goes," says Vikas Khemani.
India in sweet spot, still offers plenty of low-hanging fruits: Vikas Khemani, Edelweiss
Earnings have bottomed out and we are looking at some sort of greenshoots and uptick coming through, says Vikas Khemani.
See Nifty bottoming out at 8000; buy stocks before they run up on earnings uptick: Vikas Khemani, Edelweiss Securities
Broadly, on the basis on our interaction, in around 8000 levels, long-term investors are very comfortable putting money into India.
Banking sector going through temporary correction: Vikas Khemani, Edelweiss Financial Services
'Every sector would consolidate around these levels till the time there's a trigger in the markets or the Bank Nifty in particular.'
Expect markets to be fairly range-bound till elections: Vikas Khemani, Edelweiss Securities
'I do feel that you will see flows coming into Indian equity markets from international investors, going forward,' says Vikas Khemani.
Expect market to consolidate at current levels on rupee stability: Vikas Khemani, Edelweiss Securities
Stability in the rupee and some amount of stability in the overall emerging market currencies has helped the sentiment, says Vikas Khemani.
Try to manage the risk well currently then look for returns: Vikas Khemani, Edelweiss Securities
'One thing is clear that once the situation stabilizes and panic settles down, the recovery will be slow and take its own time,' says Vikas Khemani
Expect market to correct for next 1-2 weeks: Vikas Khemani, Edelweiss Securities
This correction and consolidation was required for sometime and this is what is setting through, says Vikas Khemani, Edelweiss Securities.
Expect market to breach previous highs before budget 2013: Vikas Khemani, Edelweiss Capital
The uptrend is likely to last at least 2 quarters, You will see market breaching previous highs before budget. said Vikas Khemani.
Market momentum may continue for some time: Vikas Khemani, Edelweiss Securities
In an interview with ET Now, Vikas Khemani, President and Head-Institutional Equities, Edelweiss Securities, gives his views on the market and talks about his approach to power companies post the CAG report. Excerpts:
Reliance to outperform index over 12 to 18 months: Vikas Khemani, Edelweiss Securities
Reliance Industries has been one of the biggest underperformer of the recent last one-one and a half years or may be little more. If you see, the stock has come to recently to a very reasonable valuation.
Diesel prices will be hiked in next few months: Vikas Khemani, Edelweiss Securities
Diesel hike may not happen with the same intensity as petrol prices, but the diesel price hike is also in the offing in the next couple of months.
Good returns expected from capital goods sector in mid-2012: Vikas Khemani, Edelweiss Securities
Capital goods sector has been beaten down significantly. The risk reward for investing into high quality capital goods sector companies has been falling into place.
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