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Vijay Kedia underscored the importance of patience in investing, reiterating his well-known mantra: “Pitch pe ticke raho!”
Rising Bharat Summit 2026
Rising Bharat Summit 2026 brought together veteran market investors Ramesh Damani, Madhusudan Kela, and Vijay Kedia to discuss evolving market trends, artificial intelligence, and long-term wealth creation.
Patience in Investing: Vijay Kedia’s Philosophy
Vijay Kedia underscored the importance of patience in investing, reiterating his well-known mantra: “Pitch pe ticke raho!” He described bull markets as sunshine — “It is always there somewhere, sometime” — and reminded investors that market leadership is never permanent. The list of top companies from the 1990s has changed dramatically and is likely to change again over the next 10–20 years, he noted, reinforcing the need for adaptability. The overarching message from the session was clear: markets evolve and leaders rotate, but disciplined, long-term investing remains the north star.
AI, Enterprise Software and Global Structural Trends: Ramesh Damani
Damani said artificial intelligence and enterprise software are likely to coexist, adding that AI will not completely replace human-driven enterprise systems. He highlighted two structural global trends — localisation of defence production and the push toward local manufacturing. According to Damani, the world is moving away from reliance on a single rules-based global security framework, which could drive demand for local mining, metals, sourcing and supply chains. He suggested that investors who feel markets are underperforming may be looking at the wrong sectors, noting potential appreciation in metals, pharmaceuticals and defence.
AI Adoption, Workforce Transformation and Opportunities: Madhusudan Kela
Madhusudan Kela emphasised that AI adoption is transforming industries but will create both winners and losers. While short-term employment disruption is possible, he remains optimistic about medium- to long-term outcomes. He noted that technology shifts have historically not made industries poorer but instead redistributed opportunities. Kela also said India’s highly skilled workforce positions the country to emerge as a global AI solutions provider. He highlighted the need for greater investment in research and development over the next few years, noting that India’s recent growth has been achieved with limited R&D focus. Kela also pointed to the surge in multi-bagger stocks in US markets, stressing that markets always offer opportunities for disproportionate returns.
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February 27, 2026, 11:32 IST
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