EQ Saturday Sapience #150
Equity Intelligence 20th December 2025
Quote for the Week
“Using the outlook for the economy to predict the direction of the stock market, which most appear to do, has it exactly backward. The stock market’s behaviour will predict the economy’s future behaviour.” - Bill Miller
Picture for the Week
Podcast for the Week
Inside India’s Healthcare Stack: Capex-Heavy Hospitals, Supply Gaps & Venture-Scale Hospital Alts… Watch more
Articles for the Week
I think India can do it. A lot of people doubt that India can develop. I'll take the other side of that bet. India is a much bigger country than Japan, which presents a challenge. It seems intuitively harder for a giant country like India to be the first in its region to break the old stereotypes and wow the world. But if you believe economists’ estimates, India is now about as rich a country as Japan was in 1962. The task is not insurmountable… Read more
What the Shanti Bill means for India’s nuclear sector. The Sustainable Harnessing and Advancement of Nuclear Energy for Transforming India Bill aims to open the sector to private players; help India scale nuclear power as part of its clean energy strategy… Read more
Why is the government looking to replace India’s rural job guarantee scheme? The new bill seeks to replace the Mahatma Gandhi National Rural Employment Guarantee Act (MGNREGA), 2005 and the scheme named after it, MGNREGS, which has 260 million registered workers and covers 26,9000 gram panchayats across India. According to the government, the bill seeks to transform the nature of the scheme by bringing states in as partners, and resolve a longstanding problem in the rural job market—of MGNREGA jobs competing with regular ones when their wages are close to or higher than what local farmers or small contractors pay… Read more
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