EQ Saturday Sapience #172
Equity Intelligence 23rd May 2026
Quote for the Week
“You only need one or two good stocks a decade. You don’t need a lot of action.” — Peter Lynch
Picture for the Week
Podcast for the Week
Research Establishments are key for future India - conversation with ANRF CEO Dr. Shivkumar Kalyanaraman… Watch more
Articles for the Week
India’s data centre boom triggers high-stakes race among corporates. With over $70 billion in investment from hyperscalers, existing companies and the likes of RIL, Adani, Tata and L&T, India’s data centre boom just got bigger… Read more
At 100, the Bajaj Group is writing a new chapter—on healthcare. After 100 years of mostly saying no to diversification, one of India’s fastest-growing wealth engines is finally expanding to a new sector. Powered by a ₹5,800-crore dividend chest, the billionaire cousins from the Bajaj Group have said ‘yes’ to one sector: healthcare… Read more
India’s informal economy crosses 15 crore jobs; share of hired workers declines. MOSPI data shows record employment growth in the unincorporated sector; sharpest drop seen in rural areas. India’s unincorporated sector hit a record 15.2 crore jobs in Jan-Mar, up 15.5% year-on-year, but the share of hired workers fell to 24.8%, mainly in rural and trade sectors. Digital adoption rose, while women’s share in employment edged up to 29%... Read more
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