EQ Buzz
Latest from EQ
EQ Buzz highlights the relevant tweets, media appearances, letters, blog posts, and articles created by the EQ team. We share our philosophy of value investing, the way we practice it, and our perspectives on various world events here. Hope these will help you understand us and our core philosophy of value investing better.
In the Spotlight
Equity Intelligence has always been in the Media Spotlight, sharing our knowledge and experience in the world of investing. Porinju Veliyath, our founder, has made several media appearances in major news outlets and events. Here are a few public highlights.
Sep 2023
Exuberance in Many Pockets, Time to be Selective
Jun 2023
India Entering into New Decades of Opportunities
Apr 2023
Macros are in Favour of India
Jan 2023
Porinju Veliyath on Budget 2023 and old economy stocks
Investor Communique
Blogs
23rd September 2023
EQ Saturday Sapience #33
In our reading journey, we delve into the shifting dynamics of Asian commerce and the diminishing dependence on Western economies and explore exciting developments in sectors ranging from finance to t...
16th September 2023
EQ Saturday Sapience #32
Some studies foresee India’s per capita GDP growth to continue to pace faster than China for a very long time and converge around 2044. If this does happen it has staggering implications for India. Gl...
9th September 2023
EQ Saturday Sapience #31
There is a lot that G20 summit need to deliver though the absence of Chinese Premier does indicate how hard it has become to bring consensus on global issues, though it seems China’s property market m...
2nd September 2023
EQ Saturday Sapience #30
Wide-ranging conversation around the Indian economy, economy at the cusp of new private capex and telecom enterprise business continues to evolve and leadership is not easy to defend. 1 Top Economi...
26th August 2023
EQ Saturday Sapience #29
India’s ISRO achieves stupendous success with Chandrayan-3 and several organisations both private and public has played an important role in the effort, local manufacturers of consumer products have s...
19th August 2023
EQ Saturday Sapience #28
Sudden changes in restrictions to trade in any form are not healthy, AI talent war is as important as hardware supply chain and India could be a significant winner and India is possibly witnessing the...
11th August 2023
EQ Saturday Sapience #27
A presentation by V Anantha Nageswaran on how to get sustainable, balanced and equitable economic progress, Fabs have proven to be game changers for the economies where they are operational and would...
5th August 2023
EQ Saturday Sapience #26
Insight rich conversation around new political economy, What India needs to create successful economic zones and Investors have learnt once again how hard it is to estimate the market behaviour. 1 D...
29th July 2023
EQ Saturday Sapience #25
India’s growth juggernaut should continue and make it one of the largest economies, our socio-economic life can be much better if we see some of our institutions are reformed and UPI moment of e-comme...
22nd July 2023
EQ Saturday Sapience #24
GST@6 and it has been a great success, India plan to be a global electronics-repair hub, India-China relation may not exactly move as the West would envisage and How Harsh Mariwala turned the tables o...
15th July 2023
EQ Saturday Sapience #23
Newly discovered lithium resources could be massive opportunity for India, growing population has multifaceted implications on society and policy need to be more holistic to take advantage of demograp...
8th July 2023
EQ Saturday Sapience #22
India’s economic advisor Sanjeev Sanyal gives a very candid perspective on the Indian economy and couple this with very articulate Nandan Nilekani's talk on India’s digital transformation to get pulse...
1st July 2023
EQ Saturday Sapience #21
Carnot and M&M - a very interesting journey of a small young age start-up and a large old conglomerate, a very important and interesting discussion thread by Nithin Kamath, senior living is emerging a...
24th June 2023
EQ Saturday Sapience #20
Micron committing investment in India is a big leap for the semiconductor sector despite it not being a ground-up fab, providing a source of livelihood to 70% of rural households, the Indian agricultu...
17th June 2023
EQ Saturday Sapience #19
Small ideas mixing and compounding into big ones – that’s what really drives the world, India is fast becoming indispensable for the West and Tesla needs India and India needs Tesla. 1 Technological...
10th June 2023
EQ Saturday Sapience #18
Record prices, doubling valuations and growing incomes catapult art as a vibrant asset class, Mark Andreesen argues how AI would make the world better and India’s public digital infrastructure is fast...
3rd June 2023
EQ Saturday Sapience #17
Reality checks have just started around valuations of some of the start-ups, interesting conversation around Long India case, data analysis is all about garbage in garbage out and why Net-zero by 2050...
27th May 2023
EQ Saturday Sapience #16
India’s push to use sugar for ethanol may create more problems than it solves, India’s baby steps towards becoming the world’s sports shoe factory, China’s effort to pare its USD10 trillion of ‘hidden...
20th May 2023
EQ Saturday Sapience #15
Measurement of poverty is fraught with problems, most of them expert-made, Debt trap awaits the young, and What led to turnaround of Indian banks & can it sustain? 1 Progress on poverty has a large...
13th May 2023
EQ Saturday Sapience #14
Novel ecosystem could flourish around semiconductor ambition of Indian entrepreneurs, deep and flowing discussion around e-commerce among very relevant minds of the business, India is getting ready fo...
6th May 2023
EQ Saturday Sapience #13
India is not only the most populous in real world but will be the most connected online too, Tata Steel is showing the “Indian way” to green steel, Indian food industry has the potential to be a power...
29th April 2023
EQ Saturday Sapience #12
Breadth and depth to digest from conversation with Tata Group Chairman, India's trillion-dollar opportunity, After mobile phones and toys, we could see making of medical devices in India flourish, and...
22nd April 2023
EQ Saturday Sapience #11
“Cycles” are key occurrences in the Universe and also in economy and markets; Ray Dalio contemplates where are we in the “Big Cycle”, “AI” is the most disruptive technological change we are living thr...
15th April 2023
EQ Saturday Sapience #10
India Stack will become a lot more intelligent, It is India’s moment in geopolitics of oil, Welcome to a new era of petrodollar power and an entrepreneur’s passion for restoring old temples leads to p...
8th April 2023
EQ Saturday Sapience #9
From farmer suicides to online blogging, a fascinating reality of a village in Maharashtra and so about emerging India, a Story of passion and risk-taking in filmmaking to business, Host of Return on...
1st April 2023
EQ Saturday Sapience #8
How Uber and Ola, is about to face a major disruption as the government-backed Open Network for Democratic Commerce (ONDC) come in play, from circuit board to pendent - how billions of dollar of e-was...
25th March 2023
EQ Saturday Sapience #7
This week we curate…Bill Gates argues that the Age of AI has begun and how it would re-orient entire industries, in a contrarian view a two-part essay argues the weak fundamentals of India's startup s...
18th March 2023
EQ Saturday Sapience #6
This week we curate… what happened to Silicon Valley Bank and what it means to Silicon Valley in general, why are Indians ordering less pizzas, burgers and fried chicken and how lapses in governance a...
11th March 2023
EQ Saturday Sapience #5
Our team consumes loads of information and data across spectrum of topics covering India & World economies, businesses & entrepreneurship, Science & Technology, Socio-economic trends and cycles, Marke...
4th March 2023
EQ Saturday Sapience #4
Our team consumes loads of information and data across spectrum of topics covering India & World economies, businesses & entrepreneurship, Science & Technology, Socio-economic trends and cycles, Marke...
25th February 2023
EQ Saturday Sapience #3
Our team consumes loads of information and data across spectrum of topics covering India & World economies, businesses & entrepreneurship, Science & Technology, Socio-economic trends and cycles, Marke...
18th February 2023
EQ Saturday Sapience #2
Our team consumes loads of information and data across spectrum of topics covering India & World economies, businesses & entrepreneurship, Science & Technology, Socio-economic trends and cycles, Marke...
11th February 2023
EQ Saturday Sapience #1
Our team consumes loads of information and data across spectrum of topics covering India & World economies, businesses & entrepreneurship, Science & Technology, Socio-economic trends and cycles, Marke...
3rd January 2023
What is the essence of Value Investing?
Value Investing has a rich tradition. Some of the most successful investors have relied on the philosophy and principles of the practice founded by Benjamin Graham and later nurtured by several invest...