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Equanimity Investments Equanimity Investments

The Myth of Exponential Growth

The notion that high-growth companies experience exponential growth is a pervasive myth, even for companies labeled as "viral" or exhibiting…

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Equanimity Investments Equanimity Investments

The Valuation Conundrum

Is the price of a company’s stock indicative of the company’s business potential, management quality, financial strength, future prospects, etc? Can one say that a private company’s valuation is a true reflection of…

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Equanimity Investments Equanimity Investments

WealthTech: The Money Multiplier

“Can you suggest a few shares and mutual funds where I can invest this money?” A question like this is becoming more common in Indian households, but…

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Equanimity Investments Equanimity Investments

The World As We See It

The year 2024 saw global economies begin to find their footing amidst persistent geopolitical uncertainty and supply chain disruptions. Governments and central banks navigated a delicate balance…

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Equanimity Investments Equanimity Investments

Future Outlook

As the current slowdown in the digital economy and funding appears to be nearing its nadir, the prospects for the future seem…

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Equanimity Investments Equanimity Investments

The World As We See It

The global economy expanded modestly in 1QFY25, with the J.P. Morgan Global Composite PMI at 52.9 in June 2024 , marking eight consecutive…

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Equanimity Investments Equanimity Investments

The World As We See It

The global economic outlook remains clouded by headwinds. Uncertainty persists, from China's property woes to Europe's inflation…

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Equanimity Investments Equanimity Investments

Future Outlook

The Indian early-stage ecosystem continues to be a hotbed of innovation and continues…

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Equanimity Investments Equanimity Investments

The World As We See It

The surprising growth of 2023, primarily driven by emerging and developing economies, saw a notable acceleration…

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Equanimity Investments Equanimity Investments

Future Outlook

The early stage ecosystem is displaying all qualities of a typical down cycle, including…

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Equanimity Investments Equanimity Investments

The World As We See It

In the first half of 2023, the global economy faced challenges with slowing growth due to monetary tightening and Russia's war…

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Equanimity Investments Equanimity Investments

Future Outlook

Early stage businesses have had to grapple through a lot in the recent past. Liquidity conditions have tightened…

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