EQ Buzz
Latest from EQ
EQ Buzz highlights the relevant tweets, media appearances, letters, blog posts, and articles created by the EQ team. We share our philosophy of value investing, the way we practice it, and our perspectives on various world events here. Hope these will help you understand us and our core philosophy of value investing better.
In the Spotlight
Equity Intelligence has always been in the Media Spotlight, sharing our knowledge and experience in the world of investing. Porinju Veliyath, our founder, has made several media appearances in major news outlets and events. Here are a few public highlights.
Mar 2024
Porinju Veliyath on Small and Mid-cap Mayhem, His Market Views & More
Nov 2023
Porinju Veliyath on his Life Journey, Investing Experience & More
Sep 2023
Exuberance in Many Pockets, Time to be Selective
Jun 2023
India Entering into New Decades of Opportunities
Investor Communique
Blogs
13th April 2024
EQ Saturday Sapience #62
Narendra Modi and the unstoppable rise of India, Zomato's Blinkit could be building a durable competitive advantage over other e-commerce players, When online goes offline; why brick-and-mortar is bac...
6th April 2024
EQ Saturday Sapience #61
Contract Manufacturing is Indian Pharma’s new growth pill, AI may not lead to superexponential growth in some scenarios but will lead to higher growth persistently, China has built substantial overcap...
30th March 2024
EQ Saturday Sapience #60
The global semiconductor industry, valued at $750 billion, is expected to reach $1 trillion within the next 6-7 years, presenting a significant opportunity for India, which is well-positioned to cap...
23rd March 2024
EQ Saturday Sapience #59
The trajectory of India’s oil demand growth reflects the shifting contours of the global energy landscape, a coal billionaire is building the world’s biggest clean energy plant and it's five times the...
16th March 2024
EQ Saturday Sapience #58
The Indian government is enhancing its economic data quality by initiating a long-delayed census, amidst other measures. In the automotive industry, a shift towards diversified vehicle offerings sugge...
9th March 2024
EQ Saturday Sapience #57
Indian economy is very vibrant and startup ecosystem even more so and it is great to get big picture view of various insights and trends annually, India can be the bridge builder between the Global Ea...