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Vikas Khemani's Five-Sector Playbook And Stock Bets For India’s Next Decade
- Vikas Khemani, founder of Carnelian Asset Management, identifies five key sectors for India's future growth: financial services, manufacturing, consumption, infrastructure, and services.
- Khemani emphasizes long-term investment strategies and stock-specific conviction despite global uncertainties.
- He anticipates earnings growth of around 13–15% this year and foresees markets hitting new highs.
- Carnelian's stock bets include Laurus Labs and Newgen, with notable success stories in these investments.
- Khemani advises patience and avoiding blind momentum chasing in investments.
- The fund remains bullish on select private sector banks and NBFCs in financials, and sees potential in manufacturing sectors like chemicals, auto components, pharmaceuticals, and defence.
- India's rising per capita income is perceived as a long-term driver for consumption-related investments.
- Infrastructure areas like railways and airports, along with non-IT services such as travel and tourism, are in focus for future opportunities.
- Khemani encourages staying invested in India's structural growth story and remaining patient amid global events.
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