EQ Saturday Sapience #37

Equity Intelligence 21st October 2023

India has an opportunity to lead the Fourth Industrial Revolution. However, India needs to get more women into the workforce for its economic ambitions. A global trade war is visible across sectors but more so in sunrise sectors. And we share a very informative podcast on several policy reforms and their progress in India.

  • India stands at a critical juncture in history. The Fourth Industrial Revolution presents a unique opportunity for the country to leapfrog its development and establish itself as a global leader in technology and innovation. But, to seize this opportunity, India needs to act now. Read more
  • What’s Holding Back India’s Economic Ambitions?... Just 24% of women in India are working or looking for work. It happened in China, Japan and South Korea in the latter half of the 20th century. The U.S. saw its female labor-force participation rate—the percentage of women age 15 and up who are working or actively looking for work—grow from 32% in 1948 to 59% by 2000. Read more
  • The world has recently hit an exponential adoption curve for three key clean-energy technologies - solar, batteries and electric vehicles. But we also see along with it the Green Trade Wars... The US and EU are trying to wrest Solar, EV and Battery supply chains from China. Read more
  • Modi's secret BIG reform, reality of India's GDP growth, changing dynamics of Infrastructure investments, Ayushman Bharat to small vendor loans;  Prof. Prasanna Tantri throws light on a host of issues relevant to the Indian economy in this podcast. Watch here
  • “If you’re investing for forty years in some pension fund, what difference does it make if the path from start to finish is a little bumpy or different than everybody else’s so long as it’s all going to work out well in the end? So what if there’s a little extra volatility.” - Charlie Munger