EQ Saturday Sapience #140
Equity Intelligence 11th October 2025
Quote for the Week
“Investment is a broad area. So if you think you’re going to be good at it and not read all the time, you have a different idea than I do.” —Charlie Munger
Picture for the Week
Podcast for the Week
Why GST 2.0 Marks a Turning Point in India’s Tax Reform Journey… Listen more
Articles for the Week
Indian Govt to launch ₹7,350 cr plan to boost production of rare-earth magnets. The scheme aims to build a full domestic manufacturing chain for sintered rare earth permanent magnets used in EVs, electronics, and defence… Read more
The New Silk Sheets: What’s Fueling India’s Luxury Hotel Boom? Global and homegrown brands are racing to cash in on India's rocketing demand for luxury experiences by opening a wave of opulent hotels. While a majority of this new supply is concentrated in the top 10 branded markets, luxury hotels are set to expand into 64 new Tier-II and III markets. Inventory in Tier-I cities has grown modestly, with a 14% increase since 2018-19, Tier II markets have seen luxury supply more than double, and Tier III markets have recorded nearly 60% growth… Read more
Sridhar Vembu’s swadeshi tech gamble: Can Zoho’s Arattai beat WhatsApp’s monopoly? Zoho has been quietly building consumer tech products for four years now. A couple of them didn’t stir much interest. But recently, a minister’s post triggered a 100x surge for its messaging app, Arattai. Can the homegrown app win the battle for digital sovereignty?.. Read more
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