EQ Saturday Sapience #78
Equity Intelligence 3rd August 2024
The NCAER paper on Viksit Bharat 2047 outlines a vision for India's development into a fully developed nation, Parth Jindal's strategy of using sports to build JSW's brand image demonstrates innovative approaches in corporate branding and social responsibility, The growth of Malabar Gold & Diamonds from a small Kerala shop to a global jewellery powerhouse showcases the potential for Indian businesses to achieve international success. Finally, the global race to control AI chip supply chains underscores the critical importance of advanced technology in shaping future economic and geopolitical dynamics.
- NCAER paper - Charting the path to a developed India: Viksit Bharat 2047… Read more
- Parth Jindal: Giving India a sporting chance… "We wanted to understand why Tata commanded such a huge premium price in the steel market. When I posed as a mystery customer, I realised that their branding was just so strong. It was the same when it came to cement and the Birlas," he says. “And then it struck me—what if sports could be a medium to build JSW’s image? On one hand, we would be doing genuine work for the country and once India’s sporting success was associated with JSW, there couldn’t be anything bigger for the brand," he says… Read more
- How MP Ahammed built Malabar Gold & Diamonds: Small shop in Kerala to Rs 51,000 crore behemoth… Malabar Gold & Diamonds is India's largest jeweller by revenue, and sixth largest globally, with 213 showrooms in India and 140 globally. Here's how the behemoth was created… Read more
- The race is on to control the global supply chain for AI chips… The focus is no longer just on faster chips, but on more chips clustered together… Read more
- “Acting in excessive reliance on the fact that something ‘should happen’ can kill you when it doesn’t. That’s why I always remind people about the 6-foot-tall man who drowned crossing the stream that was 5 feet deep on average. You have to be able to get through the low points. And the success of your investment actions shouldn’t depend on normal outcomes prevailing; instead, you must allow for outliers.”—Howard Marks
