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ET Alpha Wealth Summit | 'India's AI index beat Mag-7 plus Nvidia': Hiren Ved says stop mourning FII exits and start investing smarter

India is in an 'Opportunity Kaal', not an AI drought, and that companies using AI aggressively will leave rivals behind within five years, says Hiren Ved, Director and CIO of Alchemy Capital Management. The AI adoption is creating a significant divide between leading firms and those lagging behind. Investors are urged to identify companies leveraging AI effectively. The strategic use of AI will drive competitive advantages and future growth for businesses.

Raccontata daeconomictimes.indiatimes.com

Timeline cronologica

  1. martedì 9 giugno 2026·economictimes.indiatimes.com

    Will India's AI multibaggers face a reality check as global bubble fears test valuations?

    India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance computing have seen significant gains.…

  2. martedì 9 giugno 2026·economictimes.indiatimes.com

    What should a 21-year-old do in the AI age? Mumbai's top founders answer

    The fear is everywhere: AI is coming for jobs. But is it? In this ET Digital roundtable at Mumbai Tech Week, three of India's most prominent founders give an honest, unfiltered…

  3. mercoledì 10 giugno 2026·economictimes.indiatimes.com

    'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear now

    India has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlighted robust digital and physical…

  4. mercoledì 10 giugno 2026·economictimes.indiatimes.com

    We are in Sankat Kaal, and in this Sagar Manthan, our job is to look for the next generation of winners: Saurabh Mukherjea

    India's economic future lies with manufacturing exporters, not consumer companies. Saurabh Mukherjea predicts this shift will drive earnings growth. Artificial intelligence is…

  5. giovedì 11 giugno 2026·economictimes.indiatimes.com

    ET Alpha Wealth Summit | India's next decade: AI is an enabler, not a threat; investor expectations the real risk: Kailash Kulkarni

    India's growth is diversifying beyond single sectors, with trade deals and manufacturing exports emerging as key drivers. Experts at the ET Alpha Wealth Summit emphasized AI as an…

  6. giovedì 11 giugno 2026·economictimes.indiatimes.com

    ET Alpha Wealth Summit | 'India's AI index beat Mag-7 plus Nvidia': Hiren Ved says stop mourning FII exits and start investing smarter

    India is in an 'Opportunity Kaal', not an AI drought, and that companies using AI aggressively will leave rivals behind within five years, says Hiren Ved, Director and CIO of…