Vikas Khemani, Founder of Carnelian Asset Management, joins Kushal to explain why small caps are a hunting ground for superior wealth creation, not just a risk. He backs it with data on small cap profit growth, case studies like Sun Pharma, Bajaj Finance, Reliance and Airtel vs Vodafone Idea, and his view on the current global noise.What You'll Learn:1-Small Caps as Opportunity: Why 196 small caps grew profits 10x in 10 years versus only 8 large caps.2-Quality Over Cap Size: How he judges management on ability, intent and hunger before looking at the business.3-Rerating and Derating: Why great companies like HDFC Bank can still deliver zero returns when valuations shrink.4-Rate of Change: How to spot positive change early with Reliance's capex cycle and the Jio shake-up as examples.5-Crisis vs 2008: Why India's balance sheets are stronger today and why he sees India becoming its own asset class.
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