The Daily Brief Meet The Writers ft. Kashish Kapoor
Dec 30, 2025
Kashish Kapoor, a writer and analyst with a CFA Level 1 certification, delves into how his accounting background informs his data-driven storytelling. He highlights the importance of financial numbers in verifying narratives. Kashish shares intriguing experiences, like uncovering low NPAs in power finance and contrasts textbook learning with real-world analysis. He also discusses the challenges of covering GDP and energy stories, while offering insights into fascinating sectors like paints and solar energy. Discover why the energy sector fascinates him and where he feels collaboration can enhance future work.
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Numbers Reveal The Real Story
- Numbers are the true language of business and often reveal the real story behind narratives.
- Kashish Kapoor uses accounting to verify and add veracity to market narratives.
NPA Quirk In Power Finance
- Kashish noticed very low NPAs at power finance companies and dug deeper into rules around government lending.
- He discovered loans to state/central governments can't be classified as NPAs, explaining the anomaly.
Textbook Concepts Gain Meaning In Reality
- Real-world company numbers change how you interpret similar textbook concepts like revenue growth.
- Kashish ties figures to real behaviours, e.g., Zomato revenue growth implies more orders and effects on restaurants.