EQ Saturday Sapience #164
Equity Intelligence 28th March 2026
Quote for the Week
“Recognizing times when historic data shouldn’t be extrapolated is an important part of dealing prudently with the future.” —Howard Marks
Picture for the Week
Podcast for the Week
This Isn’t Just About Oil: How the Conflict Impacts Growth, Inflation & Currency… Watch more
Articles for the Week
The Economy We Have, Not the One We Imagined. Why the Gulf crisis may be India’s moment for the next phase of reform... This pressure in India’s political economy has historically been the only reliable precondition for reform. The question is whether we use this one. This piece is an attempt to say that clearly, before the crisis forces the wrong answer… Read more
India’s Defence AI Reality Check... India’s defence tech moment is here, but with AI taking the centre stage in geopolitical conflicts, are we prepared for the next phase?... Read more
West Asia crisis forces rethink of AI infrastructure, puts India in focus... Industry leaders say the fallout is already reshaping how companies think about cloud geography, resilience and sovereignty. India is steadily emerging as a credible alternative within the Asia–Europe digital corridor… 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 The information contained herein is only as current as of the date indicated and may be superseded by subsequent market events or for other reasons.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.
