EQ Saturday Sapience #129
Equity Intelligence 26th July 2025
Quote for the Week
“Tradition, sentiment, vague generalizations, unsubstantiated rumors, can never be made the basis of sound investment or intelligent speculation. Now and then large profits are realized on no better foundation — merely proving that sometimes luck laughs at logic.” - Benjamin Graham
Picture for the Week
Podcast for the Week
How AI Is quietly Taking Over Everything - Mukesh Bansal on SparX podcast... Watch more
Articles for the Week
Premiumization in India is not a luxury bubble—it’s a mass movement. It’s about scaling aspiration across cities, towns, and income brackets. The real opportunity lies not in gold-plating products for a tiny elite, but in crafting better versions of everyday experiences for millions. The brands that will win are those that understand this: that in India, “premium” must always mean “premium enough to justify the price.”… Read more
Heal in India gaining momentum. India is steadily gaining recognition as a key destination for medical and wellness tourism, reflecting the country’s robust healthcare and holistic well-being ecosystem. At the heart of this transformation lies the ‘Heal in India’ initiative – a visionary platform that integrates India’s modern clinical excellence with its ancient healing wisdom, offering the world a truly holistic healthcare experience… Read more
Spanner in the works: How worker attrition is threatening India’s manufacturing ambitions. Despite a young population, Indian manufacturers are struggling to build a reliable pipeline of labour to power their ‘China+1’ ambitions. The reasons are complex… Read more
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