EQ Saturday Sapience #94
Equity Intelligence 23rd November 2024
Manufacturing prowess in electronic manufacturing sector (EMS) is what India needs to generate not only exports but millions of new jobs, India has set a target of achieving $100 billion of textile exports by 2030. Currently about a third of the country’s exports come from cotton products, with the rest comprising man-made and other natural fibres, such as wool, silk and jute and hence plummeting cotton production is a cause of concern, What’s about to hit the world economy as Trumponomics tees off and How Anand Deshpande built a $9 billion powerhouse: The Persistent Systems Story.
- Manufacturing prowess in electronic manufacturing sector (EMS) is what India needs. It employs 1.3 million plus technical talent that are helping India take the first step towards becoming one of the microchip manufacturing hubs of the world… Read more
- The steady decline in cotton production has hurt farm incomes, but it has been able to meet the domestic requirement of 30-31 million bales until now. However, the fall in output now threatens India’s textile exports. In 2023-24, cotton textile exports stood at $10.4 billion, including exports of garments, fabric, and yarn. In addition, India exported raw cotton worth $1.1 billion… Read more
- What’s about to hit the world economy as Trumponomics tees off. Critics accuse Donald Trump of being too chaotic to get much done. The speed of his first appointments should disabuse them. The next administration means business. The appointments themselves attest to Mr Trump’s desire for disruption, a hard line on China and absolute loyalty . With such a concatenation of signals, you may wonder what is about to hit the world economy… Read more
- A deep dive into the journey of Persistent Systems, from its humble beginnings to becoming a global technology powerhouse. Anand Deshpande shares insights on company growth, leadership transitions, and the importance of adapting to market changes. His perspectives on entrepreneurship, technology trends, and social impact offer valuable lessons for aspiring entrepreneurs and established business leaders alike… Watch more
- “The hardest financial skill is getting the goalpost to stop moving. But it’s one of the most important. If expectations rise with results there is no logic in striving for more because you’ll feel the same after putting in extra effort. It gets dangerous when the taste of having more—more money, more power, more prestige—increases ambition faster than satisfaction. In that case one step forward pushes the goalpost two steps ahead. You feel as if you’re falling behind, and the only way to catch up is to take greater and greater amounts of risk.” —Morgan Housel
