India's next wave of wealth creation may not come solely from established listed companies but increasingly from a new generation of entrepreneurs building businesses in strategic sectors such as artificial intelligence (AI), semiconductors, defence, healthcare, data centres and green energy, believes Hiren Ved, Director and CIO at Alchemy Capital Management.
In an interaction with Kshitij Anand of ETMarkets, Ved said India's evolving innovation ecosystem is creating a fertile ground for founders who are leveraging advanced technologies to build globally competitive businesses with strong growth potential and attractive economics.
He believes investors with a long-term horizon should look beyond conventional equity strategies and consider opportunities across listed and unlisted markets to capture this emerging wealth creation cycle.