EQ Saturday Sapience #128
Equity Intelligence 19th July 2025
Quote for the Week
“Another important pitfall—largely psychological, but important enough to constitute its own category—is the failure to recognize market cycles and manias and move in the opposite direction. Extremes in cycles and trends don’t occur often, and thus they’re not a frequent source of error, but they give rise to the largest errors. The power of herd psychology to compel conformity and capitulation is nearly irresistible, making it essential that investors resist them.” —Howard Marks
Picture for the Week
Podcast for the Week
India’s Economic Growth vs. Per Capita Income Explained at Open Dialogue Pocast… Listen more
Articles for the Week
With more than 200 GW of renewable energy capacity, India is already past the threshold in its transition to clean energy. According to the Ministry of New and Renewable Energy (MNRE), India's total installed renewable electricity generation capacity reached 220.10 GW as of March 31, 2025, marking a robust increase from 198.75 GW the previous fiscal year—a record annual addition of 29.52 GW. Including nuclear energy, the total non-fossil fuel capacity rises to 228.28 GW, bringing India significantly closer to its target of 500 GW of non-fossil fuel capacity by 2030. This now represents nearly 48% of the country's total installed generation capacity, underlining the structural transformation underway in India's energy mix… Read more
India needs rare earth magnets. One forgotten PSU holds the key. IREL, which operates under the department of atomic energy, is experiencing a rare moment of recognition. The company is key to India’s net zero carbon footprint goals. The public sector firm is tasked with mining rare earth minerals. In addition, it manufactures rare earth magnets. Such magnets are in short supply because of export restrictions from China. This month, the Union government announced a ₹1,345 crore subsidy scheme to encourage the manufacturing of rare earth magnets within the country… Read more
Building the Next Generation of Tech Professionals - Transformative Trends Reshaping Academia... This report explores five key trends that are redefining the academic ecosystem and accelerating its alignment with industry needs. From the growing presence of Global Capability Centers (GCCs) and startups on campuses to a noticeable shift from degrees to demonstrable skills, institutions are recalibrating their approach to teaching and talent development. Industry-backed certifications, hands-on internships, and a thriving culture of entrepreneurship are further transforming students from passive learners into active contributors to the workforce… Read more
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