Veteran investor Vijay Kedia explains AI’s evolution using a house-building analogy, from expert advice (LLMs) to autonomous action (agents), collaborative teams (multi-agent), human-level mastery (AGI), and beyond (superintelligence). This framework mirrors his investment philosophy: learn, earn, evolve. However, Kedia’s portfolio faced a challenging FY26, with most holdings declining amid market pressures and geopolitical concerns.
RBI likely to keep status quo on policy rate as threats loom
A majority of economists polled by ET predict the Reserve Bank of India will hold its policy rate steady at the upcoming June meeting. This