EQ Saturday Sapience #154
Equity Intelligence 17th January 2026
Quote for the Week
"Every great investor has bad periods. The ones who stick to their approach the most diligently probably have the worst periods because approaches go in and out of favour." —Seth Klarman
Picture for the Week
Podcast for the Week
Deregulation, Civil Service Reform & India’s Growth Story… Conversation with Manish Sabharwal… Watch more
Articles for the Week
Inside India’s slow, costly push to build a battery supply chain... In a high-stakes race for energy sovereignty, Indian innovators are taking on China’s battery monopoly. From labs in academic institutions to massive refineries, this is the inside story of the ‘midstream’ pioneers forging the critical chemistry needed to power India’s EV future… Read more
Startup India @10: PM Modi calls startups engines of economic change... Several flagship schemes have supported this growth. The Fund of Funds for Startups, with a corpus of ₹10,000 crore, The Credit Guarantee Scheme for Startups has enabled collateral-free loans, The Startup India Seed Fund Scheme and The National Mentorship Portal (MAARG) connects startups with experienced mentors across the country… Read more
Budget 2026: A Goldilocks Moment—Will the FM Dare? With the macroeconomic stars aligned and geoeconomics delicately poised, will FM Nirmala Sitharaman go all-in in her 9th consecutive Union Budget? The Indian economy, despite the daunting odds, has repeatedly surprised on the upside. This year the performance is all the more exceptional, given the rapidly worsening global circumstances—especially with Trumpnomics and Tantrumps running amok… Read more
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