Serena Li Sumali Sanyal, Author at Xponance | Asset Management and Investment https://www.xponance.com/author/serena-li-and-sumali-sanyal/ An asset management and investment firm focused on emerging manager strategies Mon, 26 Jan 2026 16:30:21 +0000 en-US hourly 1 https://www.xponance.com/wp-content/uploads/2019/10/Favicon-01-3.png Serena Li Sumali Sanyal, Author at Xponance | Asset Management and Investment https://www.xponance.com/author/serena-li-and-sumali-sanyal/ 32 32 How AI Is Rewriting Capital Efficiency, Profitability and Valuation: Q4 2025 Systematic Global Equities Update https://www.xponance.com/how-ai-is-rewriting-capital-efficiency-profitability-and-valuation-q4-2025-systematic-global-equities-update/ Mon, 26 Jan 2026 16:30:14 +0000 ® Insights]]> https://www.xponance.com/?p=243581 From Technology Giants to Industrial Titans, Big Tech is transitioning from a world of capital-light economics to one defined by physical scale, infrastructure intensity, and resource constraints

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