Wealth Insight's November issue is here!

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Cover story: The Next Compounders

They were once dismissed as money guzzlers chasing growth without profits. But today’s new-age businesses are rewriting that story. Investors, big and small, are now taking notice. In this month’s cover story, we decode why these platform businesses are worth a closer look and which of them could be the next compounders.

We also provide you with a list of 10 such new-age companies that can potentially deliver blockbuster returns and show steady growth over time.

Other key stories from this month’s issue

• From switches to systems: In the 1950s, India’s auto industry was merely an assembly line for imported kits. Then came Uno Minda, building parts for the rough Indian roads, something global players often avoided. We chart Uno Minda’s rise, from humble beginnings to becoming one of the most respected names in the Indian automotive industry.
• The gold rally is a bad omen: Gold’s glittering run has investors excited. But for American hedge fund manager Ray Dalio, the yellow metal’s shine may be more of a red flag than a reason to celebrate. We unpack why.
• Small but mighty: In a world where hospital chains are known for their super-speciality campuses, GPT Healthcare is keeping its scale small, preferring an asset-light expansion model over heavy debt. We assess the healthcare player’s growth prospects, along with potential risks to watch out for.
• Can Kaya pull off its ambitious makeover: Following nine consecutive loss-making years, Kaya has rolled out several strategic initiatives to revive growth. But will these efforts bear fruit? Or will Kaya continue its struggle to break even? We find out.
• The decade that made Warren Buffett: As part of our series on Warren Buffett’s shareholder letters, we revisit the decade between 1966 and 1976, when he wasn’t making billion-dollar acquisitions but sharpening the tools that have made him a legendary investor.
• ‘Don’t ignore legacy automakers in the EV rush’: Sachin Trivedi, Senior VP, Head of Research and Fund Manager – Equity at UTI Mutual Fund, believes EVs are gaining traction, but their story will unfold steadily. He also outlines why legacy automakers could emerge as key beneficiaries.
• ‘For gold, the driver is debt; for silver, it’s climate’: Gold and silver are glittering brighter than ever. But what’s fuelling their meteoric rise? As part of ‘The Index Investor’ series, we spoke with Vikram Dhawan, Head – Commodities at Nippon India Mutual Fund, to understand the forces behind the surge and what it means for investor portfolios.

As always, you will also get our other features, including Market Barometer, Market Reporter, Index Watch and much more.

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