Carnelian Capital

“During Covid, he sold lots of positions and recognised the change of the situation and in a couple of months’ time he turned completely bullish or he bought lots of stocks when he realised…

“Disruption is here to stay but in the name of disruption, you cannot buy anything and pay anything and that was precisely what was happening. People who did not understand business models…

In so many years, India has created $165 billion of IT services exports. In the next five years, we will add almost half or maybe more of that to go to $250-270 billion. When that kind of…