EQ Buzz
Latest from EQ
EQ Buzz highlights the relevant tweets, media appearances, letters, blog posts, and articles created by the EQ team. We share our philosophy of value investing, the way we practice it, and our perspectives on various world events here. Hope these will help you understand us and our core philosophy of value investing better.
In the Spotlight
Equity Intelligence has always been in the Media Spotlight, sharing our knowledge and experience in the world of investing. Porinju Veliyath, our founder, has made several media appearances in major news outlets and events. Here are a few public highlights.
Jul 2024
Porinju Veliyath on Raymond Demerger and Value Unlocking
Sep 2023
Exuberance in Many Pockets, Time to be Selective
Jun 2023
India Entering into New Decades of Opportunities
Apr 2023
Macros are in Favour of India
Investor Communique
Blogs
14th September 2024
EQ Saturday Sapience #84
India is already home to the highest number of global capability centres (GCCs) and going forward, the lead is likely to accelerate, India’s big bet on semiconductors; a high stakes game with global g...
7th September 2024
EQ Saturday Sapience #83
UPI could become a cornerstone of India’s technological diplomacy and a powerful tool for expanding its imprint on the world stage, For years, non-performing assets plagued them, but banks have now ma...
31st August 2024
EQ Saturday Sapience #82
India’s economic map is being redrawn, India's ER&D Sector is a hotbed of opportunity in a disruptive world, How Amul, the world's largest dairy cooperative, became synonymous with 'swadeshi' pride an...
24th August 2024
EQ Saturday Sapience #81
Indian tourists are conquering the world, China is cranking up its massive export machine again, and this time there’s nowhere for competitors to hide, India's SaaS market is eying $50 billion by 2030...
17th August 2024
EQ Saturday Sapience #80
The 2047 Infrastructure Roadmap of India, Indian economy has come a long way since Independence and there have been some important breakthrough decision points on the way, Indian quick commerce player...
10th August 2024
EQ Saturday Sapience #79
In industry after industry, China’s chronic overcapacity is creating a complicated dilemma for nations across the globe, Affluent population continues to drive Indian consumption story driving the tre...