“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
“We have been reasonably positive on pharma. We have been reasonably positive on IT. So, within all these things you got to find niche which can grow faster than the rest of the pack and that is the real challenge,” says Vikas Khemani, Founder, Carnelian Asset Management. What all files and ideas are there on … Read more
“There might be some psychological or emotional reaction in a shorter term, saying government would not be able to carry out this reform, that reform, but I do not think structurally speaking anything would change,” says Vikas Khemani, Carnelian Asset Management.The main plank of this government’s politics or one would say this entire canvassing has … Read more
