EQ Saturday Sapience - 125
Equity Intelligence 28th June 2025
Quote for the Week
“Several decades would pass, and many vicissitudes to be undergone before I could master the simplest and most important of all the rules of material welfare: The most brilliant financial strategy consists of living well within one’s means.” —Benjamin Graham
Picture for the Week
Podcast for the Week
From Doordarshan to Digital: The Untold Story of Indian Advertising – Conversation with Ambi Parameswaran… Watch more
Articles for the Week
India’s listed SME space is a ticking time bomb... If recent investigations by SEBI into cases of fraud by listed SMEs are any indication, a scam running into lakhs of crores is in the making, putting the entire financial system at risk. A near Rs 2 lakh crore “shell company” scam is playing out among publicly listed small and medium enterprises in India. The sheer enormity of it is way beyond anything previously thought possible, based on the stray cases that have come to light every once in a while.… Read more
Click, watch, shop: The consumer opportunity in India... India is poised for a trillion-dollar digital opportunity, driven by a decade of digital transformation, rising incomes, and technology-first progressive policies. While the past decade was a key inflection in terms of technology disruptions, the coming decade will be even brighter, as all these disruptions come together with macro tailwinds to create a perfect storm for entrepreneurs building in the Indian consumer internet space. Q-commerce, brands, and digital consumer platforms like content and gaming are all exciting segments where the next $100 million net revenue businesses could emerge… Read more
India banks big on nuclear power, states urged to submit proposals, as Minister proposes NPP for Bihar... Union Budget 2025–26 allocated ₹20,000 crore for the Nuclear Energy Mission, with a focus on developing indigenous Small Modular Reactors and replacing ageing coal plants to meet India’s 2030 clean energy goals… Read more
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