EQ Saturday Sapience #186
Equity Intelligence 29th August 2026
"The fundamental law of investing is the uncertainty of the future." —Peter Bernstein
World Order Is a Lie: The Next 50 Years Will Change Everything- Professor Jiang Xueqin on hidden power networks, empire collapse, and who really controls the world. Watch more
America will regret Scott Bessent’s bond-market misadventures- Scott Bessent, Trump's Treasury Secretary, has quietly politicised the world's most important bond market. His August 19th move to expand buy-backs of long-dated debt was pitched as a liquidity fix, but the paper argues it is really about pushing yields down to please the White House before the midterms. With US public debt past $40 trillion and above 120% of GDP, the leader calls it a stop-gap that risks a weaker dollar, higher inflation and lasting damage to America's financial credibility — a lesson, it notes, Bessent himself once taught at Yale. Read more
Is Vodafone Idea Finally Turning the Corner?- Is Vodafone Idea Finally Turning the Corner? – Vodafone Idea's challenge was never just debt or competition. It was a vicious cycle where weak networks led to customer losses, which reduced cash flows and made network investments even harder. Recent results suggest that cycle may finally be reversing. Subscriber additions have turned positive for the first time since the merger, ARPU is rising, losses are narrowing and network investments are accelerating. Read more
Asia Rewrites Its Energy Playbook After Hormuz- The near-blockade of the Strait of Hormuz — the 20-mile corridor that once carried a fifth of global oil trade, over 80% bound for Asia — has forced the region to rewrite its energy playbook. Feared $200 oil and blackouts didn't materialise, thanks to record stockpile releases, ramped-up output from the US, Saudi Arabia and the UAE, and China quietly emerging as the market's shock absorber. Asia is shifting from just-in-time to just-in-case energy — and the "oil market credit card" that saved the world in early 2026 is close to maxing out. Read more
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