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48· Steady
Markets2h 30m ago
Vikas Khemani states that Indian corporate earnings have compounded at a CAGR of 14-15% over the last 20-25 years, outperforming most major economies.
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India
Who
Vikas Khemani of Carnelian Asset Management & Advisors
What
Vikas Khemani states that Indian corporate earnings have compounded at a CAGR of 14-15% over the last 20-25 years, outperforming most major economies.
When
Tue, 16 Jun 2026 05:38:26 GMT · 2h 30m ago
Where
India ·
Why
Khemani believes that investors are overly focused on trailing 12-month returns when evaluating global diversification, overlooking India's consistent long-term performance.
The Frontline Impact
How this affects you
This perspective suggests that retail investors who maintain their Systematic Investment Plans (SIPs) could benefit from the stability of domestic flows and the eventual return of Foreign Institutional Investors (FIIs) to the Indian market. It highlights a potential opportunity cost for global managers currently underweight on India.
Story chain
2 events in this thread- Markets2h 30m agoVikas Khemani stated that the large-cap, heavily covered universe is efficiently priced, with essentially zero information edge.Open article
- Currently Reading2h 30m agoVikas Khemani states that Indian corporate earnings have compounded at a CAGR of 14-15% over the last 20-25 years, outperforming most major economies.