EQ Saturday Sapience #80

Equity Intelligence 17th August 2024

The 2047 Infrastructure Roadmap of India, Indian economy has come a long way since Independence and there have been some important breakthrough decision points on the way, Indian quick commerce players seem to be shaking both the e-commerce as well as traditional channels, Some interesting conversation around the process of reforms of Indian economy. 

  • The 2047 Infra Roadmap… In Modi 3.0, infrastructure ministries go on an overdrive to fulfil the Pancha Prana dream of making India a developed nation by 2047… Read more
  • Seven economic moments to remember since 1947… India’s economy has come a long way since Independence. This has been possible due to some path-breaking economic decisions taken along the way. As India celebrates its 78th Independence, here is a look at some of those decisions that fuelled the country’s economic growth and made its economy the fifth largest in the world… Read more
  • As quick commerce surges to a $5 billion market in India within just three years, leading players like Blinkit, Swiggy, and Zepto assert that their growth is driven by shifting consumer preferences from e-commerce, rather than a direct threat to traditional kiranas and mom-and-pop stores. However, some ecosystem observers think that quick commerce is eating into the share of traditional retail… Read more
  • Mr Gurcharan Das and Mr Sanjeev Sanyal in a conversation, where they discussed the state of the Indian economy and the importance of process reforms for economic growth… Watch here
  • “Operating a high-risk portfolio is like performing on the high wire without a net. The payoff for success maybe high and bring oohs and aahs. But those slipups will kill you.” —Howard Marks