EQ Saturday Sapience #139
Equity Intelligence 4th October 2025
Quote for the Week
“We have no idea whether the market is going to go up today, or next week, or next month, or next year…. I know of no one that has been successful at — and really made a lot of money — predicting the actions of the market itself. I know a lot of people who have done well picking businesses and buying them at sensible prices. And that’s what we’re hoping to do.” —Warren Buffett
Picture for the Week
Podcast for the Week
Podcast… The incredible journey of CaratLane with its co-founder, Avnish Anand… Watch more
Articles for the Week
Trump visa curbs push U.S. firms to consider shifting more work to India. The world's fifth-largest economy is home to 1,700 GCCs, or more than half the global tally, having outgrown its tech support origins to become a hub of high-value innovation in areas from design of luxury car dashboards to drug discovery… Read more
Phones to circuit boards: India’s electronic manufacturing bet draws record investor interest. The electronic manufacturing services (EMS) sector is drawing strong investor attention as government incentives drive optimism on growth. The application window for the Electronic Component Manufacturing Scheme (ECMS) closed on 30 September with commitments of over ₹1.1 trillion—nearly double its target of ₹59,000 crore, according to electronics & IT minister Ashwini Vaishnaw… Read more
India's technology narrative is undergoing a strategic recalibration. For a decade, our ecosystem has been defined by consumer-facing ventures, solving for convenience with software. Now, a more foundational movement is gathering momentum. The next generation of legendary Indian companies won't just solve for convenience; they will solve for sovereignty. These will be deep tech ventures that tackle the nation’s most fundamental and persistent problems: agriculture, water, and waste management… Read more
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