EQ Saturday Sapience #151
Equity Intelligence 27th December 2025
Quote for the Week
“Although most investors get excited by whispered tips or hot public offerings, value investors aim to remain disciplined and focus on the underlying worth of a business, its return on invested capital, the earnings and cash flow that is being generated, and the company’s future prospects. They get excited not by the possibility of an instant gain but by the inexorable math of compounding capital over the long run.” —Seth Klarman
Picture for the Week
Podcast for the Week
How 2025 Changed India’s Economic and Strategic Playbook… Watch more
Articles for the Week
Two policies can catalyse India’s shift from welfare to livelihood creation… Two recent policy rollouts - Viksit Bharat-Guarantee for Rozgar and Ajeevika Mission (Gramin) Bill 2025, and National Strategy for Financial Inclusion (NSFI) 2025-30 - suggest that India is undertaking a long-overdue ideological reset. This marks a fundamental break from the past. These policy changes are being aligned to New India's ambition to evolve into a developed country over the next 22 yrs... Read more
Can battery scrap secure India’s rare earth future? The parliamentary standing committee on coal, mines and steel has recommended the promotion of so-called ‘urban mines’—the recovery of minerals from waste streams such as used batteries and discarded electronics—as part of its recommendations on mineral and metal self-reliance made on 17 December… Read more
Prosus says India as one of its most critical growth markets... 'Unlike the US, which is largely homogeneous, India has many languages, many demographics, very different discretionary spending, and very different digital maturity.'.. Read more
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