EQ Saturday Sapience #156
Equity Intelligence 31st January 2026
Quote for the Week
“We don’t have a master plan. Charlie and I do not sit around and strategize or talk about the future of various industries or do anything of that sort. It just doesn’t happen…. We try to survey the whole financial field. We try to look at what comes in and look for things we understand, where we think they have a durable, competitive advantage, where we like the management, and where the price is sensible.” —Warren Buffett
Picture for the Week
Podcast for the Week
The world is complex, India contains multitudes, and we need more numbers, better numbers, to make sense of it all. Rukmini S joins Amit Varma in The Seen and the Unseen to talk about Data For India -- and to share some surprising insights… Listen more
Articles for the Week
The Great Trading-Up of India’s Salaried... Far from stagnating, India’s salaried are climbing the income ladder at scale—altering the tax base, consumption patterns, and the political economy of growth… Read more
Why are India's youth still flocking to civil service exams?... What the continuing UPSC craze says about the country. Is it just an unquenchable mania for government work? A patriotic fervor? A social expectation. Maybe – but there is one more explanation. We’ve already seen that China’s demand for these government jobs dropped sharply in just one year, after 2013… Read more
Eco Survey maps swadeshi path to strategic resilience, indispensability... India, the Survey posited, has done well so far in an uncertain world due to its strong macroeconomic fundamentals, a calibrated fiscal strategy that prioritised capital expenditure… Read more
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