Every analyst call
Every public market call we’ve tracked, newest first. Filter by instrument, direction, grading status, analyst, firm, or sector — every combination is a shareable link.
Sentiment · Carnelian Asset Management & Advisors
Analysts lean bullish
10 analyst stances matching these filters · one per analyst
Trackable
4 · 1 bull / 2 neutral / 1 bear
Long-Horizon
none in window
Commentary
6 · 6 bull / 0 neutral / 0 bear
Bullish 70% (7)Neutral 20% (2)Bearish 10% (1)
Date range
| Call | Analyst | Instrument | Verdict | Actions |
|---|---|---|---|---|
| “Khemani remains unconvinced to invest meaningfully in Electronics Manufacturing Services (EMS) stocks. He states that th…” | Vikas KhemaniCarnelian Asset Management & Advisors | Nifty 50 | NOT GRADED | |
| “Khemani has avoided Zomato parent Eternal despite its popularity, stating he does not understand its risk-reward profile…” | Vikas KhemaniCarnelian Asset Management & Advisors | Zomato | HIT | |
| “Khemani is positive on select banks, having added more PSU bank positions during the market correction due to attractive…” | Vikas KhemaniCarnelian Asset Management & Advisors | ICICI Bank | NOT GRADED | |
| “Despite market volatility, Khemani maintains exposure across large and midcaps, arguing that a bad market creates good e…” | Vikas KhemaniCarnelian Asset Management & Advisors | 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…” | Vikas KhemaniCarnelian Asset Management & Advisors | InterGlobe Aviation (IndiGo) | PENDING | |
| “Khemani is bullish on conventional power enablers, preferring them over renewable energy stocks due to high competitive …” | Vikas KhemaniCarnelian Asset Management & Advisors | 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 …” | Vikas KhemaniCarnelian Asset Management & Advisors | USD/INR | NOT GRADED | |
| “Khemani has meaningfully increased exposure to the Banking and Financial Services (BFSI) sector, finding it "very, very …” | Vikas KhemaniCarnelian Asset Management & Advisors | Nifty 50 | NOT GRADED | |
| “Carnelian maintains large, untrimmed positions in pharma and CDMOs, viewing CDMOs as a robust long-term manufacturing th…” | Vikas KhemaniCarnelian Asset Management & Advisors | Nifty Pharma | PENDING | |
| “Carnelian Asset Management is bearish on smaller NBFCs due to their inherently risky nature, driven by high borrowing co…” | Vikas KhemaniCarnelian Asset Management & Advisors | 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 …” | Vikas KhemaniCarnelian Asset Management & Advisors | Nifty 50 | HIT | |
| “The banking sector is expected to be the biggest beneficiary once the geopolitical situation stabilizes, as banks have b…” | Vikas KhemaniCarnelian Asset Management & Advisors | Bank Nifty | HIT | |
| “Khemani identifies domestic economy-aligned sectors like banks, consumer, and pharmaceuticals as attractive buying oppor…” | Vikas KhemaniCarnelian Asset Management & Advisors | 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…” | Vikas KhemaniCarnelian Asset Management & Advisors | Nifty 50 | PENDING |