EQ Saturday Sapience #110

Equity Intelligence 15th March 2025

Quote for the Week

“No rule always works. The environment isn’t controllable, and circumstances rarely repeat exactly. Psychology plays a major role in markets, and because it’s highly variable, cause-and-effect relationships aren’t reliable. An investment approach may work for a while, but eventually the actions it calls for will change the environment, meaning a new approach is needed.” —Howard Marks

 

Picture for the Week

                                                             

Podcast for the Week

The Great Indian Poverty Debate—Poverty, Inequality, The Middle Class – conversation with Karan Bhasin around his latest paper with Surjit Bhalla… Watch here

 

Articles for the Week 

India lost the solar race to China. Ohmium thinks green hydrogen will be different… The six-year-old American firm saw an opportunity when the US batted for clean energy. But when the tables turned, Ohmium turned to India’s $2 billion PLI and Europe’s clean-tech policies… Read more

India Built a Perfect System to Ignore Its Deadly Air. (It's working.)… The National Clean Air Programme was meant to solve India’s air crisis. Instead, it created a measurement system that shows progress on paper while citizens can’t breathe… Read more

AI models are dreaming up the materials of the future… Better batteries, cleaner bioplastics and more powerful semiconductors await… Read more

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