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The Economic Times
The Economic Times

AI, algorithms and human judgement: The future of portfolio management

Portfolio Management Sandeep Tandon

Artificial intelligence, or AI, has been the buzzword on the Street over the past year. In 2026, the AI theme has moved beyond the technology sector, driving a broader investment narrative around data centres, semiconductors, power infrastructure and the massive capital spending needed to support the next phase of AI development.

The scale of the AI boom has also forced investors to rethink how they analyse opportunities, assess risks and construct portfolios.

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