EQ Saturday Sapience #184

Equity Intelligence 15th August 2026

Move only when you have the advantage - you have to understand the odds and have the discipline to bet only when the odds are in your favour — Charlie Munger

Nikhil Kamath in conversation with battery industry experts Henning Rath (CEO of EnerVenue) and Tang Kun (Executive Chairman of HiNa Battery) to explore the future of energy storage and the transition to sustainable power. Watch more

Free from the British, not yet from ourselves. Political freedom was won in 1947, but social, institutional and behavioural freedom remains a work in progress. Read more

Control over the waterway has been a sticking point in negotiations between the US and Iran, with Trump’s comments likely to inflame tensions. Read more

Tata Trusts shows a rare Indian paradox: a philanthropic institution that also holds the steering wheel of a corporate empire. The coming succession and listing debate will test whether legacy, control, governance and capital-market discipline can peacefully coexist. 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 The information contained herein is only as current as of the date indicated and may be superseded by subsequent market events or for other reasons.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.