EQ Saturday Sapience #173
Equity Intelligence 30th May 2026
Quote for the Week
“Risk of fluctuation always is present. Thus stocks are risky unless your time frame truly allows you to live through the downs while awaiting the ups. Remember what Lord Keynes said about the ability of markets to remain irrational for long periods of time. And remember that it’s possible for you to be forced to sell at the bottom – by emotions, competitive pressure or the need for liquidity – turning temporary volatility (the theoretical definition of risk) into very real permanent loss.” —Howard Marks
Picture for the Week
Podcast for the Week
Innovation, Export Discipline & Why India Must Never Waste a Crisis - conversation with Prachi Mishra… Watch more
Articles for the Week
Beyond Assembly: Why India Needs Control Over Drone Technologies... In today’s geopolitical environment, experts believe that dependence on other countries for drone equipment creates long-term vulnerabilities in supply continuity, operational reliability, cybersecurity, and strategic autonomy… Read more
In numbers: Why buying a house in Indian cities is getting harder... From soaring prices to a 29-million housing unit shortage, India's affordable housing challenge is deepening… Read more
NITI Aayog unveils 10-year semiconductor roadmap; targets $120-150 billion value chain by 2035... The roadmap is anchored around five strategic pillars — frontier research and design intellectual property, policy and investment support, production, and advanced packaging, talent development, and global partnerships with trusted nations and industry players… Read more
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