EQ Saturday Sapience #100
Equity Intelligence 4th January 2025
India's consumption conundrum, Quick commerce is rocketing. So, are kiranas on the way out?, How India's ayurvedic beauty brands are extending their reach beyond India and Business trends, risks and companies to watch in 2025.
- Conflicting data, fragmented markets, and outdated metrics: Here's why reframing the narrative on India's consumption is essential to address the diverse realities of 2025… Read more
- Quick commerce strikes at the heart of the kirana business—groceries and daily staples. By sourcing directly from manufacturers like ITC or Hindustan Unilever, the sector can cannibalize juicy margins the traditional retail shop keeps. Here’s what our analysis of government data tells us… Read more
- Rooted in ayurveda, with formulations tailored for Indian skin tones and products made using locally-sourced ingredients, homegrown beauty brands have been shifting the narrative and redefining the beauty landscape. They offer what global giants often overlook—cultural relevance and products that cater to the diverse needs of Indian consumers… Read more
- Will private credit reap benefits from deregulation, can the tech bubble keep inflating and will EV sales start to rise again?... consider the rise of “sovereign” artificial intelligence, the prospects for electric car sales and whether the “masters of the universe” will be investing your pension savings, in our survey of business trends in the year ahead... Read more
- “Why do mistakes occur? Because investing is an action undertaken by human beings, most of whom are at the mercy of their psyches and emotions. Many people possess the intellect needed to analyse data, but far fewer are able to look more deeply into things and withstand the powerful influence of psychology.” —Howard Marks
