EQ Saturday Sapience #171
Equity Intelligence 16th May 2026
Quote for the Week
“All too often, investors’ interest in the past is limited to the last few months or perhaps a year or two. They look unskeptically, are dazzled by the high returns they see, and jump aboard for more of the same. But they usually fail to consider longer-term history, which would show that ‘free lunches’ never last forever. When the check ultimately comes in the form of losses, there’s surprise and disappointment that could have been avoided.” —Howard Marks
Picture for the Week
Podcast for the Week
Why AI could be India’s biggest GCC opportunity is becoming one of the most important business questions of our time… Watch more
Articles for the Week
India plans to reduce exclusion zones around nuclear plants to free up land for expansions and attract private investment. This move, approved in principle by regulators, aims to cut land needs significantly, potentially allowing for greater nuclear capacity. However, the decision is expected to face public and political backlash due to safety concerns… Read more
Why Dunkin’ failed in India... Creating a new habit needs to be contextualised to the market; otherwise, it takes a really long time. When Dunkin entered India, it was all about coffee and doughnuts, a habit that just didn’t exist. That early Dunkin habit, which worked globally, simply didn’t find roots in India… Read more
India’s pricey private universities want to take on the Ivy League... Billionaire founders are bankrolling their efforts. The new crop of private universities set themselves apart in several ways. From the beginning they have sought to excel in research, not just in teaching… Read more
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