EQ Saturday Sapience #126
Equity Intelligence 5th July 2025
Quote for the Week
“I don’t revisit mistakes to bewail them; I revisit them for their learning purposes.” —Charlie Munger
Picture for the Week
Podcast for the Week
India Economy Revolution - In this podcast, one of India's leading economists, Prof Shamika Ravi, Member, Economic Advisory Council to PM provides authoritative perspectives on the massive scale of social and economic transformation underway in India, the complexity of the Indian economy, top priorities for the government and much more… Watch more
Articles for the Week
Mega schemes for R&D and jobs get Cabinet nod... The Indian Cabinet has approved two significant schemes to propel economic growth and job creation: a Rs 1 lakh crore Research, Development & Innovation (RDI) Scheme and a ₹99,446 crore Employment-Linked Incentive (ELI) Scheme… Read more
Factory floors reimagined: How Quess is putting AI agents to work... The current structural shifts in technology demand a comprehensive rewiring of the business, operating and financial models," he said. “Not just Quess—every growth company must ask: if we were to build this again from scratch, how would we do it?”… Read more
India’s Mobile Gaming Boom: All Play, No Pay?... Affordable smartphones, inexpensive mobile data, and a gaming-hungry Gen Z and young mililennial population, where an overwhelming 77% of mobile games fall in the age bracket of 18-34. Significant growth drivers all of them. But there’s a downside: while game downloads are going though the roof, monetisation remains an Achilles heel in the Indian market… 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 The information contained herein is only as current as of the date indicated and may be superseded by subsequent market events or for other reasons.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.
