EQ Saturday Sapience #90
Equity Intelligence 26th October 2024
While trade, migration, and technology cooperation have undoubtedly become more significant for German-Indian relations, security concerns have recently introduced a strategic depth into the partnership, How Nvidia's Jensen Huang is betting big on India, Why EVs are most likely to win and an interesting presentation on the complexity of Indian labour markets.
- Berlin’s new focus on India… The first-ever public strategic document by Germany to describe foreign policy priorities towards India can be read as a recognition of India’s relevance in balancing China and the complexities of dealing with a strategically autonomous India… Read more
- At Nvidia's first summit in the country, the co-founder and CEO of the chip powerhouse announced several collaborations including with Reliance, the Tata Group, Tech Mahindra and Zoho… Read more
- EVs are just going to win. Because they're a superior technology, and superior technologies win… Read more
- Manish Sabharwal interprets the complexities of the Indian labour market, highlighting its challenges and opportunities… Watch here
- “If you’re engaged in an activity that involves decisions with consequences in the future, it seems patently obvious that you’ll act one way if you think the future can be foreseen and a very different way if you think it can’t…. Investing in an unknowable future as an agnostic is a daunting prospect, but if foreknowledge is elusive, investing as if you know what’s coming is close to nuts. Maybe Mark Twain put it best: ‘It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.’” —Howard Marks
