EQ Saturday Sapience #115
Equity Intelligence 19th April 2025
Quote for the Week
“No institution can possibly survive if it needs geniuses or supermen to manage it. It must be organized in such a way as to be able to get along under a leadership composed of average human beings.” —Peter Drucker
Picture for the Week
Podcast for the Week
All-in Podcast. The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein… Watch more
Articles for the Week
How India’s middle-class debt crisis is threatening growth... A rise in unsecured credit among a consumer group that symbolises the country’s investment potential is hurting its economic ambitions… Read more
“Nowhere to go”: How tariffed companies weigh costly restructures vs. hunkering down and riding it out... We spoke to Columbia School professor and supply chain expert Nicole DeHoratius about how the tariffs will affect companies like Apple and what Intel can tell us about the reality of relocating operations… Read more
Gensol Saga… Gensol had defaulted on several of its loans starting 31 December, a fact that it did not disclose to its shareholders as mandated by market regulations. This is not just a securities fraud but goes beyond the SEBI order. The promoters forged documents on the letterhead of IREDA and PFC. If this happened in any other market, a case would be filed with the attorney general, and the management would have been immediately raided and arrested… Read more
Disclaimer:
The content of this newsletter include links to third-party websites as a convenience, and the inclusion of such links does not imply any endorsement, approval, investigation, verification or monitoring by Equity Intelligence India Pvt Ltd. If you choose to visit the linked sites, you do so at your own risk, and you will be subject to such sites' terms of use and privacy policies. Nothing in this newsletter should be construed as investment advice. The information contained herein is only as current as of the date indicated and may be superseded by subsequent market events or for other reasons. There is no guarantee that the information supplied is accurate, complete, or timely.
