EQ Saturday Sapience #112
Equity Intelligence 29th March 2025
Quote for the Week
“When it comes to investing, my suggestion is to first understand your strengths and weaknesses, and then devise a simple strategy so that you can sleep at night!” —Walter Schloss
Picture for the Week
Podcast for the Week
Building for the Next Billion, Zero CAC products & more from the India Insights Report 2025 – Asymmetric Podcast… Watch more
Articles for the Week
BCG’s report on ‘India’s retail market’ outlines 2x+ growth, reaching $2T+ by 2034, driven by rising income levels, expanding digital payments, and evolving consumer preferences. Organized retail is growing faster than the overall sector, with online penetration surging to 50%, though 58% of purchases still occur offline. Successful retailers are focusing on efficiency, premium offerings, and omnichannel strategies… Read more
India is obsessed with giving its people “unique IDs”. The government is entrenching bureaucracy in the guise of cutting it. The Promise of Aadhaar, India’s biometrics-based national-identity system, was a glorious one. But India’s government seems to have forgotten that the system was also meant to reduce duplication… Read more
How Kerala got rich. Fifty years ago it was one of India’s poorest states, now it is now one of the richest. How did Kerala do it?... Read more
Disclaimer:
The content of this newsletter include links to third-party websites as a convenience, and the inclusion of such links does not imply any endorsement, approval, investigation, verification or monitoring by Equity Intelligence India Pvt Ltd. If you choose to visit the linked sites, you do so at your own risk, and you will be subject to such sites' terms of use and privacy policies. Nothing in this newsletter should be construed as investment advice. The information contained herein is only as current as of the date indicated and may be superseded by subsequent market events or for other reasons. There is no guarantee that the information supplied is accurate, complete, or timely.
