EQ Saturday Sapience #137
Equity Intelligence 20th September 2025
Quote for the Week
“A good decision can wisely anticipate the range of things that might happen, but the one thing that actually happens may not have been one of the ones that reasonably could have been considered highly likely – or even possible.” —Howard Marks
Picture for the Week
Podcast for the Week
How Vertical Quick Commerce is Disrupting Food, Fashion & More… Watch more
Articles for the Week
Inside India’s bold experiment to bring the world’s top universities home. The push to attract top foreign universities to open campuses in India comes from the National Education Policy—2020, which aims to internationalise higher education. While three universities have already opened, the Illinois Institute of Technology, Istituto Europeo di Design, and a few others are expected to open within two years… Read more
Tata Electronics iPhone shipments ring in maximum gains from US. The sharp rise in Apple’s share in Tata Electronics’ revenue indicates the former had shifted iPhone production from China to India for the US market much before Trump began his tariff exercise in February. In the year before, the company had assembled iPhones solely for exports to Taiwan and to cater to the Indian market. Tata Electronics and Taiwan’s Foxconn (Hon Hai) are the leading manufacturers of iPhones in India… Read more
Regional influencers drive 10-25% higher purchase intent, 1.5-3x impact. Vernacular and culturally rooted content around celebrations commands deeper attention; local customs, dialects, and identities foster pride & personal connection… Read more
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