Short notes on a number, a filing or a deal worth a closer look, and what it actually tells you.
We look beyond the daily headlines to understand what’s changing across India’s economy, sectors and markets, and what those changes could mean for businesses and investors.
Understanding how the money flows in the Indian economy and how fixed income instruments react to macroeconomic events along with Monetary Policy Decisions.
Read more → April 5, 2026How a price on a barrel of oil in the Persian Gulf becomes a constraint on RBI policy, a wider fiscal deficit, a weaker rupee, and a higher discount rate on every Nifty growth story.
Read more → March 12, 2026Are investors buying genuine growth, or paying today for returns that would normally arrive tomorrow? What the CAPE ratio says about Indian equity valuations and forward returns.
Read more →Large caps get the attention. Mid, small and micro caps get overlooked. The Edge Alert digs into these businesses, the numbers, the risks, and what makes them interesting.
I don’t think everything overlooked is valuable. Quite the opposite. But I do think interesting things are often hiding where nobody is looking. India has plenty of business and finance coverage. But the more I looked at it, the more I felt that some interesting parts of the market were being left out.
At the top, there wasn’t much bottom-up macro thinking, the kind that helps you understand what is really changing in the Indian economy and broader sectors, and how those changes are playing out among investors.
At the other end, thousands of mid, small and micro-cap companies barely got a mention. Not because they were necessarily bad businesses, but because they simply weren’t big enough to attract much attention. Some, I found, had genuinely interesting businesses, unusual positions in their value chains, or developments that could materially change their future.
Interesting things are often hiding where nobody is looking.
Given my knack for writing, this felt like a gap worth filling. So I started Filter Coffee Finance.
The Macro Brew looks at India from the top down, covering the economy, sectors and the changes that matter. The Edge Alert goes the other way, finding businesses that are easy to overlook and spending the time to understand them properly.
I cover both public and private companies and deals. I may have a point of view, but the aim is to give you well-rounded insights into the business, the numbers, what could go right, what could go wrong, and let you make up your own mind.