EQ Saturday Sapience #130
Equity Intelligence 2nd August 2025
Quote for the Week
“To succeed as investors, we must recognize the environment for what it is and act accordingly. In any given environment, some actions will lead to success and others to failure. Which is which varies greatly over time. Our first task as investors is to assess the environment and map a course which is appropriate for it.” —Howard Marks
Picture for the Week
Podcast for the Week
The Obsession That Creates Enduring Companies - David Senra Interview… Watch more
Articles for the Week
The economics of superintelligence. If Silicon Valley’s predictions are even close to being accurate, expect unprecedented upheaval. The way to look at another acceleration, if it comes, is as the continuation of a long miracle, made possible only because people embraced disruption. Humanity may find its intelligence surpassed. It will still need wisdom… Read more
Indian designer labels eye exponential growth while building scale, after tie-ups with conglomerates such as Reliance Retail and Aditya Birla Group. This deep-rooted cultural pride, combined with India’s long-standing tradition of artistry, sets the stage for the country’s rise in the world of luxury fashion… Read more
India’s credit landscape is shifting from collateral-based lending to a data-driven, inclusive model powered by Digital Public Infrastructure (DPI), says the RBI’s July Bulletin. Platforms like Account Aggregator, OCEN, and the upcoming Unified Lending Interface (ULI) are streamlining credit delivery. By leveraging digital data and fintech innovation, these systems aim to expand formal credit access to underserved populations and MSMEs… Read more
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