In this month’s investor update, we sit down with Monik Kotecha, CIO of Insync Funds Management, to unpack the truth behind the global AI investment boom. With markets gripped by hype and valuations soaring, Monik explains why discipline, quality, and earnings consistency still win over exuberance. Together with Emmanuel Calligeris and Simone, we explore where real, sustainable opportunities lie beyond the noise — from China’s emerging tech champions to long-term infrastructure plays powering the AI revolution. It’s a candid discussion about risk, reality, and why smart investing often means resisting the crowd.
