EQ Saturday Sapience #108
Equity Intelligence 1st March 2025
Quote for the Week
“I don’t make predictions. I only describe current conditions. And my motto is, ‘We never know where we’re going. But we sure as hell oughta know where we are.’ And I believe....that where we are, if we properly assess it, informs where we’re going.” —Howard Marks
Picture for the Week
Podcast for the Week
Consumer Behavior in a post AI world – conversation with Kunal Shah & Harshil Mathur... Watch here
Articles for the Week
India isn’t competing with China. It’s up against many city governments. Our root cause analysis of China’s economic growth is wrong. Even though China is a one-party authoritarian State, it is far more decentralised than India… Read here
Administrative Reforms for a Viksit Bharat - India seeks to grow from a $3 trillion economy to a $30 trillion economy by 2047 - the 100th year of our independence. While this may appear to be an ambitious goal, it only entails an annual growth of 9% over the next 20 years. Other countries have achieved such growth. Hence, there would be no reason to believe that India cannot achieve its objective of becoming a $30 trillion economy by 2047. However, the pace of growth needed for this will require several changes and “Business as Usual” will not work. Apart from others, changes will be needed in how the government system functions. It will need changes in the structure of the administrative system, its work culture, the ability to take risks and innovate, and its staffing patterns. It will also need changes in how urban areas are planned and managed… Read here
Samsung and India… Why the South Korean tech giant considers India as more than a market. For Samsung, India is much more than a market; it is also hub for manufacturing and R&D… Read here
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