EQ Saturday Sapience #142
Equity Intelligence 25th October 2025
Quote for the Week
“Men have been swindled by other men on many occasions. The autumn of 1929 was, perhaps, the first occasion when men succeeded on a large scale in swindling themselves.” —John Kenneth Galbraith
Picture for the Week

Podcast for the Week
A Sixth of Humanity and the Dreams of a Nation… Devesh Kapur and Arvind Subramanian in conversation… Watch more
Articles for the Week
Viksit Bharat through ‘Useful Knowledge’... How can India break from the gentle trot of the last 75 years into a gallop? By focusing on what Mokyr calls 'useful knowledge'—the ability of a society to generate, connect and diffuse new ideas that turn into economic progress… Read more
India in the New Global Order… There are no perfect solutions. Even as New Delhi’s relations with Moscow and Washington realign, policymakers need to be wary of substituting reliance on one hydrocarbon power with another. In the pursuit of its clean-energy ambitions, India will need to work with China, but the past has made it clear that over-reliance on Chinese products comes with a significant cost… Read more
A Tale of Two Indias and Three E-commerce Models… How a zero-commission marketplace and asset-light logistics platform disrupted a $70 billion market… Read more
Disclaimer:
The content of this newsletter include links to third-party websites as a convenience, and the inclusion of such links does not imply any endorsement, approval, investigation, verification or monitoring by Equity Intelligence India Pvt Ltd. If you choose to visit the linked sites, you do so at your own risk, and you will be subject to such sites' terms of use and privacy policies. Nothing in this newsletter should be construed as investment advice. The information contained herein is only as current as of the date indicated and may be superseded by subsequent market events or for other reasons. There is no guarantee that the information supplied is accurate, complete, or timely.