EQ Saturday Sapience #144
Equity Intelligence 8th November 2025
Quote for the Week
“You can be very deserving and very intelligent and very disciplined, but there's also a factor of luck that comes into this thing. And the people who get the outcomes that seem extraordinary are the people who have discipline and intelligence and good virtue — plus a hell of a lot of luck.” —Charlie Munger
Picture for the Week
Podcast for the Week
AI and the Future of India’s IT Giants – Conversation with Dr. Vishal Sikka… Watch more
Articles for the Week
India’s Electric Bus Market Accelerates Despite Supply Chain Bottlenecks... The government’s renewed focus on public transport electrification aligns with India’s broader climate goals — a 45 per cent reduction in carbon intensity by 2030 and net-zero emissions by 2070. Road transport accounts for about 12 per cent of India’s energy-related carbon dioxide emissions, with buses and trucks contributing nearly half of that share despite making up just 4 per cent of the total vehicle fleet, Ind-Ra said, citing a NITI Aayog study… Read more
Homebound in Bihar: The employment paradox facing the state’s youth... As election dates near in Bihar, data shows that the state lags the rest of the country in engaging its labour forces in formal and stable employment, as well as providing its children and adolescents with the education and skills required to secure well-paying jobs… Read more
India shipbuilders bet global ambitions on shift away from China... State-owned Cochin Shipyard receives more overseas orders amid New Delhi's push. Indian shipbuilders are stepping up efforts to lure overseas customers as Washington-Beijing trade tensions force shipping companies to look outside China to procure vessels. Their ambitions align with New Delhi's push to expand the country's shipbuilding industry… Read more
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