FTAs, weaker rupee could strengthen India's manufacturing story: Carnelian's Vikas Khemani
Published on: July 13, 2026, 3:41 p.m. | Source: CNBC TV18
Vikas Khemani, Founder of Carnelian Asset Management and Advisors expects Manufacturing 2.0 to remain a long-term growth theme, discusses why India continues to offer broad-based investment opportunities, shares his positive view on Biocon, and explains why his firm invests only when it sees clear business inflection points.
