EQ Saturday Sapience #145

Equity Intelligence 15th November 2025

Quote for the Week 

“All change is not growth, as all movement is not forward.” —Ellen Glasgow

 

Picture for the Week 

 

Podcast for the Week 

Satya Nadella – How Microsoft thinks about AGI… Watch more

 

Articles for the Week 

Can India do in crude carriers what it did with i-Phones? Indian public sector oil companies, including IOCL, BPCL and HPCL, have spent nearly USD8 billion on chartering ships in the past five years — an amount that could have funded a new fleet of Indian-owned tankers… Read more

India’s millennial and Gen Z heirs are redefining family wealth. Startups are their bets. India’s “new rich” are emerging from startup employees cashing in on stock options and returning non-resident Indians bringing back wealth, and a booming stock market. On the old money side, baby boomers are transferring larger pools of wealth to the next generation… Read more

The second coming of steel: New tycoons rise where the ‘dirty dozen’ fell. Following the bankruptcies of the dirty dozen, India’s steel sector came to be dominated by five names. Now, six more companies are making serious investments in the sector in what some say is a steel rush. Can they break the stranglehold of the incumbents?... Read more

 

Disclaimer:

The content of this newsletter include links to third-party websites as a convenience, and the inclusion of such links does not imply any endorsement, approval, investigation, verification or monitoring by Equity Intelligence India Pvt Ltd. If you choose to visit the linked sites, you do so at your own risk, and you will be subject to such sites' terms of use and privacy policies. Nothing in this newsletter should be construed as investment advice. The information contained herein is only as current as of the date indicated and may be superseded by subsequent market events or for other reasons. There is no guarantee that the information supplied is accurate, complete, or timely.