EQ Saturday Sapience #135
Equity Intelligence 6th September 2025
Quote for the Week
“Speculative approaches—which pay little or no attention to downside risk—are especially popular in rising markets. In heady times, few are sufficiently disciplined to maintain strict standards of valuation and risk aversion, especially when most of those abandoning such standards are quickly getting rich. After all, it is easy to confuse genius with a bull market.” —Seth Klarman
Picture for the Week
Podcast for the Week
Nikhil Kamath Podcast with Ruchir Sharma the author, investor and economist to discuss the forces shaping the world’s economy, where India fits in the new world order, and all things geopolitics… Watch more
Articles for the Week
Indian companies have cash worth INR10.7 lakh crore. Yet, they lag behind households and the government in driving capex. Why are corporates holding back despite cash-rich balance sheets and easy funding avenues?... Read more
India’s defence transformation is not optional; it is existential. Policies like Defence Acquisition Procedure (DAP) 2020 and reserving 75% of capital procurement for domestic sources have laid the foundation for increased indigenous production. Yet, the journey towards full-spectrum self-reliance is far from complete… Read more
The Evidence That AI Is Destroying Jobs For Young People Just Got Stronger. A big nerd debate with bigger implications for the future of work, technology, and the economy… Read more
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