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In The Media
1.
AI analyst outperforms humans
Between 1990 and 2020, fund managers had generated $2.8 million of alpha, or benchmark-adjusted returns, every quarter. When the researchers’ AI analyst readjusted the human managers’ portfolios, it generated $17.1 million per quarter on top of the actual returns. In short, deHaan says, “AI beat 93% of managers over a 30-year period by an average of 600%.”
What all this means for professional investors is not clear. Its performance suggests that firms are likely to automate the grunt work of data collection, if they haven’t already. “It’s the same story we see with AI in every space,” deHaan says. “The technology raises serious questions about the role of human workers when many of these tasks that are not just routine, but actually quite complicated, are being automated.”
This doesn’t necessarily mean that funds are about to hand over their portfolios to AI traders. “While this is speculation, I would think there will always be a role for clever humans who can guide the process and think in broad ways about strategies that haven’t yet been thought of,” deHaan says.
2.
Can Morris Garages lead the EV race in India?
It is the best of times for Morris Garages, which has a vintage British lineage and a Chinese patronage through SAIC Motor Corporation, is smiling through the lanes of India’s EV Street with its Windsor, a spectacular success no automobile pundit had predicted. The all-electric Windsor has surged to the top of India’s EV sales charts, outselling Tata Motors, Mahindra & Mahindra, and Hyundai. With monthly volumes of nearly 4,000 units in May 2025 and a cumulative 27,000 units since its late 2024 launch, it is the first electric car in India to achieve scale.
With Battery as a Subscription Service (BASS), which allows buyers to opt out of battery ownership, Windsor has been able to slash the price to put it right in Maruti Ertiga’s territory.
Battery longevity remains a key concern in EV adoption. JSW MG tackled this head-on with a first-in-market lifetime battery warranty.
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Thought of the Week
“If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them.” - Bruce Lee
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