📰 ET Markets 🟢 BULLISH 🕒 23 Oct 2026, 09:00 AM IST

From CDMO to aerospace: How Vikas Khemani finds India’s next big themes

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Core Development: From CDMO to aerospace: How Vikas Khemani finds India’s next big themes

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Market & Financial Impact: Now, as Carnelian has ventured into mutual fund business by launching a small-cap fund with a ₹5,000 crore cap, Khemani is focusing on manufacturing, financials and IT while warning investors against confusing market capitalisation with valuation. In an interview, he explains how the fund plans to manage size, assess expensive growth opportunities and position for the next market re-rating.

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Actionable Insight: 🟢 Bullish Trigger: Positive business expansion or earnings beat may attract institutional and retail buying.

Carnelian’s founder says its early bets on CDMOs and aerospace emerged from years of research into China-plus-one and India’s growing role in global supply chains.

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Official Publisher Attribution: This report is aggregated from Economic Times. ZeroLive provides live aggregation, automated sentiment synthesis, and exchange disclosure monitoring for retail market participants.

Read Original Full Coverage on Economic Times ↗

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From CDMO to aerospace: How Vikas Khemani finds India’s next big themes

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