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
Jun 2024
Porinju Veliyath's Take On Election Results Market Volatility, 'Invest In India' & More
Mar 2024
Porinju Veliyath on Small and Mid-cap Mayhem, His Market Views & More
Nov 2023
Porinju Veliyath on his Life Journey, Investing Experience & More
Investor Communique
Blogs
30th November 2024
EQ Saturday Sapience #95
India has a wage problem and not a job market problem and once we view through that lens we come to a far more nuanced perspective about the Indian economy, India is on track to develop a high-speed t...
23rd November 2024
EQ Saturday Sapience #94
Manufacturing prowess in electronic manufacturing sector (EMS) is what India needs to generate not only exports but millions of new jobs, India has set a target of achieving $100 billion of textile ex...
16th November 2024
EQ Saturday Sapience #93
Why quick commerce is working only in India, Consumption preferences in the Indian middle class, especially the young, are changing, People who want to do more to fight climate change and those who wa...
9th November 2024
Saturday Sapience-92
Adani Group builds a solar-industry supply chain to bolster India’s move to clean energy and reduce its dependence on China, What Trump’s victory means for US, India and rest of the world, The manifes...
2nd November 2024
EQ Saturday Sapience #91
Dario Amodei, CEO of Anthropic, one of the most important AI companies, has published a must-read essay on how transformational AI will be going forward, How advanced algorithms are cracking the consu...
26th October 2024
EQ Saturday Sapience #90
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 partnersh...