EQ Saturday Sapience #190
Equity Intelligence 26th September 2026
“Your job is to say ‘no.’ You will get bombarded with deals, day in and day out. Your base case is, ‘just say no.’" —Ajit Jain
Christopher Wood — The BroadView with Nikunj Dalmia. Christopher Wood’s investing lens is a reminder that markets are not priced only by numbers, but by liquidity, policy, psychology and the stories investors are willing to underwrite. The best investors watch the macro weather without forgetting the company-level terrain. Watch more
Why ISRO is handing its commercial empire to private industry. India’s space economy is moving from state-led achievement to private-sector scale. The deeper bet is that ISRO should stay at the frontier of science and strategy, while industry learns to turn space technology into repeatable commercial capability. Read more
When America walks away. American withdrawal from the Middle East is not just a diplomatic shift; it is a reminder that every region eventually has to price the absence of its old guarantor. When great powers step back, local actors, capital flows and risk premiums all rearrange themselves. Read more
Show what you do & how. Institutions do not regain trust by reshuffling faces; they regain it by making their processes visible, auditable and credible. In markets as in democracy, confidence is not demanded — it is demonstrated. Read more
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