EQ Saturday Sapience #153
Equity Intelligence 10th January 2026
Quote for the Week
“The mantra is patience, patience and more patience. Think long-term and remember that the big rewards accrue with compound annual rates of return.” - Peter Cundill
Picture for the Week
Podcast for the Week
How IIT Madras Quietly Built India’s Deep-Tech Powerhouse… Watch more
Articles for the Week
Indian Economy Outlook 2026: Growth in a Fractured World... Why Consumption remains the Key Engine, and How it's Assembled Differently. The WILT Framework identifies the four critical drivers of India’s consumption engine: Wealth effect, Income, Leverage, and Transfers (Fiscal). For 2026, the consumption engine is being “assembled” primarily from leverage and transfers because the traditional pillars of income and wealth are currently weak… Read more
How startups are battling the odds to launch a new space tech age for India... Fuelled by reforms and funds, the sector has burgeoned. However, despite the momentum, companies in this space need much more capital in the face of an uncertain returns timeline… Read more
Trump’s Enormous C-Length Win over China... We can make an estimation that China currently relies upon Venezuelan bitumen for roughly 50% of its asphalt production needs. Depending on the mood of the US administration, this is about to get very expensive or outright disappear from China’s procurement. Whether by design or coincidence, the US now has a very real wartime advantage against China… Read more
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