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Prashant Khemka

Founder, White Oak Capital; portfolio manager, Ashoka India Equity Investment Trust, Ashoka India Equity Investment Trust

Search every verified Prashant Khemka interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Prashant Khemka, founder of White Oak Capital and portfolio manager of the Ashoka India Equity Investment Trust, has recently discussed market conditions, valuations, and the investment outlook for India. In early 2026, he described the Union Budget as a "budget of continuity," noting it focused on ease of doing business, and he suggested that the market's reaction was not primarily driven by the securities transaction tax increase. He has also commented on India's relative underperformance versus other emerging markets, attributing some of it to a lack of direct AI investment opportunities in India, while noting that India's valuation was in line with its 10-year average. Khemka has stated that he expects Indian equities to deliver low double-digit returns over the next 5-10 years, in line with nominal GDP growth, and has cautioned that the "easy money" era in markets is likely over. Khemka has repeatedly emphasized his investment approach, which involves remaining fully invested in equities, avoiding leverage, and not attempting to time the market. He has described his firm's strategy as focused on stock selection, particularly in small- and mid-cap segments, with a "balanced portfolio" approach that avoids large macro or sectoral bets. He has also discussed the importance of governance in valuations, arguing that India's premium to other emerging markets is justified by factors such as its democratic governance and corporate governance standards. In recent appearances, he has expressed optimism about India's long-term growth prospects, citing trends in manufacturing, financials, IT services, and healthcare as areas of opportunity.

Recent appearances

  • What 20 Years at Goldman Sachs Taught Him About Markets, AI & Building Wealth?! | Prashant Khemka

    July 10, 2026 · 📺 Shrishti Sahu

    Markets are full of noise—predictions, sector calls, and the next "hot" investment. But what if the biggest edge in investing isn't timing the market at all? In this episode of The India Opportunity Show, Shrishti Sahu sits down with Prashant Khemka, Founder of WhiteOak Capital, former CIO at Goldman Sachs, and one of India's most respected investors, to uncover the principles that have guided him through decades of global market cycles. From why he walked away from a successful career at Goldman Sachs to building WhiteOak Capital, Prashant shares his investing philosophy, lessons from his to…

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  • In The HotSeat – Prashant Khemka, Ashoka India Equity & Andrew McHattie, Investment Trust Newsletter

    June 05, 2026 · 📺 QuotedData

    Prashant began his professional investing career in 1998 at State Street Global Advisors in Boston as Senior Portfolio Officer of Enhanced International Equity in the Quant group. He moved to GSAM in 2000 as a research analyst for the US Growth Equity strategy and, by 2004, had become the Senior Portfolio Manager and Co-Chair of the Investment Committee. Prashant returned to Mumbai in 2006 to start GSAM’s India business and served as the CIO and CEO/Co-CEO of their domestic asset management company. In 2013, in addition to the India business, he was also made the CIO and Lead Portfolio Manager…

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  • Why Markets Reacted to Budget 2026 Despite No Major Shock: WhiteOak’s Prashant Khemka Answers

    February 01, 2026 · 📺 NDTV Profit

    For more videos subscribe to our channel:    / @ndtvprofitindia   Visit NDTV Profit for more news: https://www.ndtvprofit.com/ Don't enter the stock market unaware. Read all Research Reports here: https://www.ndtvprofit.com/research-r... Follow NDTV Profit here Twitter:   / ndtvprofitindia   ,   / ndtvprofit   LinkedIn:   / ndtvprofit   Instagram:   / ndtvprofit   Facebook:   / ndtvprofit  

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  • Prashant Khemka on Market Rebound, Growth Opportunities & the Outlook for 2026

    January 22, 2026 · 📺 moneycontrol

    In this exclusive conversation, Prashant Khemka, Founder of White Oak Capital Management, shares his insights on the current market environment, valuations, and long-term investment opportunities. Drawing on decades of global investing experience, Khemka discusses how investors should navigate volatility, identify sustainable growth sectors, and think beyond short-term market noise. #budget2026 #budget #nirmalasitharaman #stockmarket #bse #nse #trading #stocks #stockmarketliveupdates Moneycontrol is India’s leading financial portal, offering market news, expert analysis, and powerful tools…

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  • Prashant Khemka Top Bet In Indian Stock Market Has Played Out Well In America, China But Its Not AI

    November 30, 2025 · 📺 NDTV Profit

    Prashant Khemka, founder and managing director of WhiteOak Capital Management reveals why the pain in small-cap stocks will end and shares the two massive, long-term trends set to create enormous wealth in India for the next 10-20 years. Watch! #investing #stockmarket #stockstowatch For more videos subscribe to our channel:    / @ndtvprofitindia   Visit NDTV Profit for more news: https://www.ndtvprofit.com/ Don't enter the stock market unaware. Read all Research Reports here: https://www.ndtvprofit.com/research-r... Follow NDTV Profit here Twitter:   / ndtvprofitindia   ,   / ndtvprofit…

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  • Prashant Khemka Analyses The Market Impact Of India-US Trade Deal, IPO Frenzy & New Age Companies

    September 16, 2025 · 📺 NDTV Profit

    Prashant Khemka, founder of White Oak Capital Management, expresses optimism for India's future under PM Modi's leadership, highlighting accelerated retail participation in capital markets (AUM growing from $4B in 2004 to over $500B today) driven by supportive policies, and expects de-escalation of US tariff tensions to boost economic reforms and market recovery. #stockmarket #pmmodi #nifty For more videos subscribe to our channel:    / @ndtvprofitindia   Visit NDTV Profit for more news: https://www.ndtvprofit.com/ Don't enter the stock market unaware. Read all Research Reports here: htt…

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  • In The HotSeat – Prashant Khemka from Ashoka India Equity

    September 05, 2025 · 📺 QuotedData

    Join us for the Weekly Show every Friday at 11am:    / @quoteddata   For more information on AIE: https://quoteddata.com/company/ashoka... Visit QuotedData.com: http://www.quoteddata.com For QuotedData Events visit: http://www.quoteddata.com/events For QuotedData News visit: http://www.quoteddata.com/news On Twitter:   / quoteddata   On Facebook:   / quoteddata   On LinkedIn:   / 5378740   #quoteddata #investmenttrust #investmenttrust #funds #equity #investing #interview

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  • Easy Money Era Of The Stock Marker Over? | Prashant Khemka | N18V | CNBC-TV18

    April 17, 2025 · 📺 CNBC-TV18

    In the latest episode of Market Café, Surabhi Upadhayay catches up with WhiteOak Capital Founder Prashant Khemka to discuss what the post-Covid, Trump 2.0 investing landscape looks like. Khemka says investors do need to temper their return expectations as the ‘easy money’ era of the stock market is probably over. Watch the full episode to get some interesting insights, dropping today at 5:30pm. #whiteoakcapital #trump #trumptariffs #postcovid #investing #stockmarket #marketoutlook #marketanalysis #stockmarket #stockmarketnews #stockmarketupdates #cnbctv18digital #cnbctv18 #businessnewsinengl…

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  • Top Sectors Prashant Khemka Is Betting On In This Stock Market Correction

    April 07, 2025 · 📺 NDTV Profit

    Catch a glimpse of Niraj Shah's conversation with WhiteOak Capital's Prashant Khemka who talkss about his top sectoral bets in this market volatility and his outlook on MNCs. #stockmarket #marketcorrection #marketcrash For more videos subscribe to our channel:    / @ndtvprofitindia   Visit NDTV Profit for more news: https://www.ndtvprofit.com/ Don't enter the stock market unaware. Read all Research Reports here: https://www.ndtvprofit.com/research-r... Follow NDTV Profit here Twitter:   / ndtvprofitindia   ,   / ndtvprofit   LinkedIn:   / ndtvprofit   Instagram:   / ndtvprofit   Facebook:…

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  • Selling Pressure Seen In India As All Investor Categories Are Investing In US: WhiteOak Capital

    March 06, 2025 · 📺 CNBC-TV18

    Market Masters | 'Selling pressure is seen in India as all investor categories are investing in the U.S.', says Prashant Khemka, Founder, WhiteOak Capital Management. Adds that it is a good time for long-term investors to deploy cash. #marketoutlook #sensex #nifty #stockmarketupdates #cnbctv18 #businessnews #businessnewstoday #businessnewsinenglish #sharemarkettoday 🔴CNBC TV18 LIVE TV: https://youtube.com/live/P857H4ej-MQ SUBSCRIBE to our Channel: https://bit.ly/3nvEcxf --------------------------------------------------------------------------------------------------------------------- 👑…

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  • QuotedData’s weekly news show - Prashant Khemka from Ashoka WhiteOak Emerging Markets Trust

    February 14, 2025 · 📺 QuotedData

    Prashant Khemka | Founder, Ashoka WhiteOak Emerging Markets Trust Prashant founded White Oak Capital in 2017. Prior to White Oak Capital, Prashant spent 17 years at Goldman Sachs Asset Management (GSAM), most recently as CIO and lead PM of Global Emerging Markets (GEM) Equity and India Equity strategies.

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  • He Manages ₹80,000 CRORES With This Investment Mantra Ft. Prashant Khemka | KwK #138

    January 18, 2025 · 📺 Kushal Lodha

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Verified interview transcripts

Notable quotes

“Well, as an individual investor, if I would say, you know, never leverage. Uh I used to have a lot of leverage. At one point in life, I only had leverage. No equity other than 5,000 bucks of uh Diwali gifts and all. Um so don't leverage. Even more important one, if I would say, don't try to time the market. This is where the retail investor loses out. Unfortunately, the there's lot of there's lot written about how re”

“So see, I mean everyone can easily you know these are all things that you can only do with the benefit of hindsight and everyone can see the data and I think any of my peers would be able to explain it is impossible to predict. Two years ago also it was impossible to predict India would be such rank underperforming. Yeah because at that time it was only about the I mean yes I would be we have a EMX India product as w”

“Valuation is very critical. You know, fundamentals can be very good. So, there are two parts to your question. One is that people are worried that valuations are rich, yeah, in India. That I don't necessarily agree with. The other part of the question is are valuations important? Yes, so the other Both are fairly straightforward. Yes, valuations are very critical. The best businesses would not give you uh good return”

“It's very very hard. It's like deja vu. I was investing in the US markets as as I'm sure you all would remember during the dot com times. So there were all these telecom companies, the fiber companies, the routers. Cisco was like Nvidia of the time. Uh right, all the routers they were making which were so crucial to guide the packets, IP as they were called, IP packets, internet data packets to the right destination ”

“I would say see the one geopolitical uncertainty that has weighed to some degree. I won't overemphasize because remember again, the markets are flatish. It's not that markets have gone down a lot. We can talk about it in the context of relative to the emerging markets. The prior 3 years India had outperformed very substantially. A lot of the rally in Taiwan, Korea, and China has been linked to AI and it is true that ”

“The markets anyways are not beholden to or are not enslaved to this year's corporate earnings. So, even if let's say even if the government cannot do anything to move this year's earnings, I don't think at least we care at White Oak or the market would be totally dependable on that. What is the strategic? What is the long-term direction of the budget? I think people or the market would be wanting to read the mindset,”

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →