CA
Vikas Khemani
Graded calls
4 hit · 1 miss
Pending
4 awaiting resolution
Recent calls
Newest first. Every call links back to its original source.
| Call | Instrument | Verdict | Actions |
|---|---|---|---|
| “Khemani remains unconvinced to invest meaningfully in Electronics Manufacturing Services (EMS) stocks. He states that th…” | Nifty 50 | NOT GRADED | |
| “Khemani has avoided Zomato parent Eternal despite its popularity, stating he does not understand its risk-reward profile…” | Zomato | HIT | |
| “Khemani is positive on select banks, having added more PSU bank positions during the market correction due to attractive…” | ICICI Bank | NOT GRADED | |
| “Despite market volatility, Khemani maintains exposure across large and midcaps, arguing that a bad market creates good e…” | Nifty Midcap 50 | PENDING | |
| “Vikas Khemani is bullish on IndiGo, having increased his position during the recent market fall. He views it as a contra…” | InterGlobe Aviation (IndiGo) | PENDING | |
| “Khemani is bullish on conventional power enablers, preferring them over renewable energy stocks due to high competitive …” | Bharat Heavy Electricals Limited | HIT | |
| “Khemani is bullish on the Indian IT services sector, pushing back on the narrative that AI spells its end. He argues IT …” | USD/INR | NOT GRADED | |
| “Khemani has meaningfully increased exposure to the Banking and Financial Services (BFSI) sector, finding it "very, very …” | Nifty 50 | NOT GRADED | |
| “Carnelian maintains large, untrimmed positions in pharma and CDMOs, viewing CDMOs as a robust long-term manufacturing th…” | Nifty Pharma | PENDING | |
| “Carnelian Asset Management is bearish on smaller NBFCs due to their inherently risky nature, driven by high borrowing co…” | Nifty Financial Services | NOT GRADED | |
| “The market is likely to see a good bounce back over the next couple of months, as the West Asia conflict appears poised …” | Nifty 50 | HIT | |
| “The banking sector is expected to be the biggest beneficiary once the geopolitical situation stabilizes, as banks have b…” | Bank Nifty | HIT | |
| “Khemani identifies domestic economy-aligned sectors like banks, consumer, and pharmaceuticals as attractive buying oppor…” | Nifty 50 | MISS | |
| “Vikas Khemani is optimistic about the Indian equity market for 2026, expecting it to be a better year than 2025. This bu…” | Nifty 50 | PENDING |
By instrument
Graded calls broken down by what was being called.
Nifty 50
1 hit · 1 miss
Zomato
1 hit · 0 miss
Bharat Heavy Electricals Limited
1 hit · 0 miss
Bank Nifty
1 hit · 0 miss
ICICI Bank
0 pending
Nifty Midcap 50
1 pending
InterGlobe Aviation (IndiGo)
1 pending
USD/INR
0 pending
Nifty Pharma
1 pending
Nifty Financial Services
0 pending