{
Carnelian Asset Management

Companies

}
consumption remains strong as market share shifts among industries
Consumption remains strong, but market share is shifting, according to Vikas Khemani of Carnelian Asset Management. He highlights that while sectors like real estate and cable services thrive, some industries, such as tiles, are losing ground to unorganised players. Khemani also notes that capital expenditure is not slowing, despite a decline in bank credit growth to corporates.
Moneycontrol
Carnelian Asset Management IND Vikas Khemani
Finance & Economy, Market Report
09:58 29.11.2024
earnings growth expected despite short-term slowdown concerns says asset manager
Vikas Khemani, founder of Carnelian Asset Management, downplays concerns over a slowdown in earnings, predicting a 14-15% growth over the next two years despite potential short-term dips. He notes that the narrative of foreign investors pulling out of India due to economic worries is misleading, as much of the capital reallocation to China has already occurred. Khemani emphasizes the importance of fund managers' strategies in market performance, explaining the shift of capital towards China during its market surge.
Moneycontrol
United States Dollar Carnelian Asset Management IND Vikas Khemani
Finance & Economy, Transcript
05:44 28.11.2024
Trending
Subcategory:
Cryptocurrency Markets Stock Market Updates Cryptocurrency Trends Central Bank Actions Market Sentiment Analysis Banking Regulations Corporate Responsibility & ESG Decentralized Finance (DeFi) Innovations Inflation Rates & CPI Data Blockchain Technology Adoption Cryptocurrency & Blockchain Regulations Cryptocurrency Regulations Mergers & Acquisitions Tokenomics and Crypto Economics Cryptocurrency Developments Foreign Exchange Rates Market Analysis and Predictions SEC & Financial Compliance Emerging Startups Anti-Money Laundering (AML) Regulations
Countries:
USA CHE CHN JPN GBR DEU KOR AUS IND SGP FRA RUS HKG TWN ITA PRK CAN ARE ESP BRA
Companies:
BlackRock, Inc. Apple Inc. Coinbase Global, Inc. NVIDIA Corporation MicroStrategy Inc Solana USD UBS Group AG Chainlink USD Tesla, Inc. Credit Suisse Real Estate Fund Siat Kraken Energy Corp. Ripples USD End Federal Reserve USD Fidelity Contrafund MicroStrategy Incorporated Honda Motor Co., Ltd. Broadcom Inc. Aave USD Nissan Motor Co., Ltd. Nasdaq 100 Mar 25
Currencies:
United States Dollar Euro Japanese Yen Swiss Franc British Pound Sterling Chinese Yuan Australian Dollar South Korean Won Hong Kong Dollar Indian Rupee Singapore Dollar Malaysian Ringgit Armenian Dram Canadian Dollar Norwegian Krone Seychellois Rupee Philippine Peso Russian Ruble Colombian Peso Nigerian Naira
People:
Donald Trump Elon Musk Jerome Powell Paul Atkins Ali Martinez David O. Sacks Michael J. Saylor Justin Sun Joe Biden Bo Hines Gary Gensler Cynthia Lummis Charles Hoskinson Beat Schmid Patrick Hummel Sriram Krishnan Matthew Sigel Warren Buffett Javon Marks Yoon Suk Yeol

Machinary offers a groundbreaking, modular, and customizable solution that provides advanced financial news and statistical analysis. Our platform goes beyond traditional quantitative analysis, offering users a comprehensive understanding of real-time market dynamics, event detection, and risk analysis.

Links

Address

Waitlist

We’re granting exclusive early access to the first 500 users from december 20.

© 2024 by Machinary.com - Version: 1.0.0.0. All rights reserved

Layout

Color mode

Theme mode

Layout settings

Save settings
Seems like the connection with the server has been lost. It can be due to poor or broken network. Please hang on while we're trying to reconnect...
Oh snap! Failed to reconnect with the server. This is typically caused by a longer network outage, or if the server has been taken down. You can try to reconnect, but if that does not work, you need to reload the page.
Oh man! The server rejected the attempt to reconnect. The only option now is to reload the page, but be prepared that it won't work, since this is typically caused by a failure on the server.