EQ Saturday Sapience #122
Equity Intelligence 7th June 2025
Quote for the Week
“We’ve bought all these businesses taking practically no time doing it, and on average they’ve worked out wonderfully. Why is that? The answer is we wait for the no-brainers. We’re not trying to do the difficult things and we have the patience to wait.” —Charlie Munger
Picture for the Week
Podcast for the Week
India’s Infrastructure: What’s built, what’s broken with Vinayak Chatterjee… Listen more
Articles for the Week
Tatas-Rafale deal a win for Make in India. But is it enough for India's defence dreams? Although TASL will be manufacturing Rafale's fuselage, it might not be enough to give defence manufacturing in India the credibility and boost it needs… Read more
India’s Green Hydrogen bet gets a $5.6 bn boost. India is supporting pilot projects to use green hydrogen in several crucial sectors, consuming a lot of petroleum-based fuels such as long-range heavy mobility, ports and shipping, and steelmaking, and to start replacing biomass with renewable hydrogen… Read more
Can India be cool? India must both promote and prepare for a surge in air-conditioners. More extreme, less liveable heat is inevitable for India. Last year was the hottest ever recorded there, with some places seeing temperatures in excess of 50°C. Ten of the country’s 15 warmest years on record have occurred in the past decade and a half… Read more
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