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Beer prices in India might go up 12–15% soon. But it’s not because people are suddenly drinking more. Glass bottle costs are already up ~20%. Carton prices have nearly doubled. And some glass manufacturers have cut production by up to 40%. All of this traces back to the ongoing conflict in West Asia. India imports about 40% of its natural gas from Qatar. When supply gets disrupted, it hits energy-heavy industries first. Glass is one of them. Then comes aluminium, packaging, logistics, everything starts getting expensive at the same time. Full story here: filtercoffee.co/stories/why-yo…

India’s gems and jewellery exports have grown in value, but their share in total exports has steadily declined.

Indian agritech startups have raised over $2.9 billion since 2014.

India to get biggest healthcare IPO. We covered this in today's Filter Coffee. Full story here: open.substack.com/pub/filtercoff…

India is adding crorepatis faster than ever. Over 4.6 lakh taxpayers have already reported income above ₹1 crore. That number was nearly half just a few years ago. Most of this high-income growth is still concentrated in a handful of cities like Mumbai, Delhi, Bengaluru and Hyderabad. That’s where formal jobs, capital, and business opportunities continue to stack up. At the same time, tax filings have crossed 9 crore, compliance is improving, and more income is moving into the formal system. Which means this number is only going to grow. The real story is about where opportunity exists… and where it still doesn’t. Full story here: filtercoffee.co/stories/where-…

India ranks #2 globally in AI skills, according to Stanford’s 2025 AI Index Report.

India spends far less on R&D than global peers, meaning we’re still consuming innovation more than creating it.

Why does everyone want to sell cheaper Ozempic? We covered this in today's Filter Coffee. Full story here: open.substack.com/pub/filtercoff…

India is getting hotter. And our electricity demand is starting to reflect that. Here’s a simple way to look at it: In India, running a 1-kW AC for just 44 minutes can use as much electricity as the average person consumes in a full day. That’s how energy-intensive cooling really is. Now here's a fact, India is adding 10–15 millions of new ACs every year, and peak power demand has already reached record levels. On the hottest days, demand can jump sharply by 30% as more households switch on AC at the same time. And it’s raising a bigger question: As cooling becomes a necessity, how does India manage the power it needs to support it? Full story here: filtercoffee.co/stories/is-ind…

Ola Electric’s journey shows how quickly market sentiment can flip. From an all-time high of ₹147, the stock has fallen to around ₹23, now trading far below its ₹76 issue price and even its ₹91 listing day close. It’s a sharp reminder that hype-driven sectors like EVs can see steep corrections too. The big question now is: is this a temporary correction or a reset in how investors value EV companies?

India’s version of Ozempic just got a reality check. Within 48 hours of semaglutide going off patent, 15+ generic versions hit the market. Prices that once sat above ₹10,000/month have dropped to nearly ₹1,300 in some cases. That’s a complete reset. What changes now isn’t just pricing. It’s access. A drug that was limited to a small segment can now reach millions dealing with diabetes and obesity. And with 40–50 brands expected to enter, this is turning into one of the most crowded and high-stakes battles in Indian pharma. Full story here: filtercoffee.co/stories/why-ev…

The chip boom faces two big risks: not enough talent and too many trade barriers.

India’s LPG shortage has once again put the spotlight on the country’s cooking gas supply. But the market itself is hardly competitive. With demand rising and imports high, the real question is: can India reduce its LPG dependence, or will shortages keep resurfacing?

March 2026 is the worst market fall since the COVID crash.

Metal stocks took a sharp hit. Nifty Metal index down over 4%.

Geopolitics just wiped ₹12 lakh crore in an hour. When oil risk spikes, markets panic first and ask questions later.

Can Dhurandhar 2 save PVR Inox? We covered this in today's Filter Coffee. Full story here: open.substack.com/pub/filtercoff… Subscribe for more.

Since ChatGPT’s launch, semiconductor stocks have surged far ahead of every other sector.

Auto sales are being powered by rural demand, with urban demand catching up - especially in tractors and two-wheelers.

India’s sector growth trend: manufacturing is leading, services are picking up, and agriculture is lagging behind.