EQ Saturday Sapience #143
Equity Intelligence 1st November 2025
Quote for the Week
“One of the most notable behavioral traits among investors is their tendency to overlook negatives or understate their significance for a while, and then eventually to capitulate and overreact to them on the downside. I attribute a lot of this to psychological failings and the rest to the inability to appreciate the true significance of events. As negatives accumulate – whether they surface for the first time or just are finally recognized as significant – eventually a time comes when they can no longer be ignored, and instead they come to be treated as being of overwhelming importance.” —Howard Marks
Picture for the Week
Podcast for the Week
Mukesh Bansal talks with Abhay Karandikar, Secretary of the Department of Science and Technology and former Director of IIT Kanpur. They break down how India can build core technology at home, move research from labs to real products, and grow deep tech in AI, quantum, space, biotech, energy and medical tech… Watch more
Articles for the Week
How AI turned banks’ risk data into advertising... Data that once existed to keep bankers awake at night—risk reports, payment histories, spreadsheets full of “whats”, “wheres”, and “whens”—is now being used to help them sell. The same information that tells a credit officer whether a person is good for a loan is now being fed into marketing-tech engines that tell banks how to make them buy one… Read more
India’s beauty market has no barriers to entry, just steep mountains to climb... Easy plug-and-play has sparked a lightning rush of skin and personal care brands. But with every barrier down, scaling up, staying relevant and holding consumer attention have become harder than ever… Read more
Ford to Invest $370 Million in India Defying Trump’s Local Push... Ford's decision reflects renewed confidence in India as a manufacturing base and comes as it pivots from a previous focus on electric vehicles… Read more
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