EQ Saturday Sapience #102
Equity Intelligence 18th January 2025
Quote for the Week
“The risk of an activity doesn’t just lie in the activity in itself, but in how the participants approach it.” —Howard Marks
Picture for the Week
Podcast for the Week
India’s household consumption is under scrutiny, with mixed signals… Listen Here
Articles for the Week
Train to Kashmir: How the region’s first rail link with the rest of India will impact its key sectors… The first-ever rail service connecting Srinagar with the rest of the country is set to launch this month, connecting India’s northernmost region like never before. The much-anticipated Udhampur-Srinagar-Baramulla Railway Project (USBRL) promises to transform the Kashmir Valley by seamlessly integrating Kashmir with the rest of India… Read Here
The IPO gold rush is likely to continue in 2025… 29 companies have already received Sebi's approval to raise a cumulative Rs 46,250 crore. Another Rs 1.18 lakh crore worth of IPOs are waiting for the markets regulator's approval to go public… Read Here and Read Here
How Mokobara and friends forced VIP and Safari to rethink the suitcase… For decades, the luggage market was largely a two-player race: VIP for the everyday traveller with a handful of unbranded alternatives and Samsonite for the suit-and-tie crowd. Then, in the past few years, Safari Industries quietly grew into something of a serious contender. But overall, luggage was just… luggage—until, of course, venture capitalists realised that maybe this stagnant sector had the potential for disruption… Read Here
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