EQ Saturday Sapience #88
Equity Intelligence 12th October 2024
Ratan Tata is no more. We weep today for a man who has been the face, the heart and the soul of Indian industry. A legend who was an icon for millions of Indians, who were in awe of him yet also adored him. A patriot who always put the country first, Google wants to export India’s digital public infrastructure, India needs to have a vision to become an exporter of clean energy by 2030 rather than an importer of fossil fuels, the India government opened its internship portal for companies to put up posts to attract youth, and corporation are already feeling uneasy.
- For Ratan Tata, doing the right thing was always most important… Read more
- Google wants to export India’s digital public infrastructure. Why that could be a problem… Apart from being an extension of India’s soft power, this DPI export could also create new opportunities for Indian and other companies that have already built technology on top of Indian DPI. For example, if another country deploys their version of UPI, it would be easier for PhonePe and Paytm to set up shop there.… Read more
- Hydrogen key to India’s transition from fossil fuel importer to clean energy exporter by 2030... For which the country needs to take decisive action in aligning its financing, technology and entrepreneurial efforts towards the goal… Read more
- ‘2 million interns a year?’ PM’s scheme makes corporate India anxious… Even as corporate India faces a skill deficiency in talent, they seem confused as to what to make of the 10 million youths expected to join them as interns in the next five years… Read more
- “Often, it is not the risks we can identify but the threats that cannot be anticipated that hold the greatest peril for investors and for society. While lofty valuations present risk for investors, extended valuations alone aren’t predictive of imminent collapse.” —Seth Klarman
