Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Equity Bottom-Up

Wakefit Innovations Private Limited produces and distributes mattresses. The Company offers orthopaedic memory foam mattresses, protectors, and sleeping pillows. Wakefit Innovations serves customers in India.

<ul>
<li>Wakefit Innovations' INR 1,288.89 crore IPO signaling the pivot of India's largest D2C home brand toward institutional funding for accelerated omnichannel expansion.</li>
<li>The fund utilization is heavily skewed towards offline growth and brand building, confirming a strategic shift from pure-play digital to a capital-intensive, integrated retail model.</li>
<li>While the model mitigates supply chain risk through vertical integration, we must weigh the past profitability volatility and strategic roadmap for capturing India's rapidly formalizing home and furnishings sector.</li>
</ul>


Wakefit Innovations' INR 1,288.89 crore IPO signaling the pivot of India's largest D2C home brand toward institutional funding for accelerated omnichannel expansion.
The fund utilization is heavily skewed towards offline growth and brand building, confirming a strategic shift from pure-play digital to a capital-intensive, integrated retail model.
While the model mitigates supply chain risk through vertical integration, we must weigh the past profitability volatility and strategic roadmap for capturing India's rapidly formalizing home and furnishings sector.


Wakefit Innovations IPO: Blending Digital DNA With Offline Ambition

Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul><li>Analysts gain confidence in DFI's retail outlook after first investor day.</li><li>DBS downgrades Sheng Siong to 'hold' after share price gains from SG60 vouchers.</li><li>Tickrs Financial rates Nanofilm as 'buy' with a target price of 75 cents.</li></ul>

Analysts gain confidence in DFI's retail outlook after first investor day.DBS downgrades Sheng Siong to 'hold' after share price gains from SG60 vouchers.Tickrs Financial rates Nanofilm as 'buy' with a target price of 75 cents.

Singapore Market Roundup (05-Dec-2025): Analysts boost confidence in DFI's retail outlook

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

Macroeconomics

<ul>
<li>Singapore’s stunning economic performance this year, led by strong exports and resilient domestic consumption, masks concerns over the impact of AI, tariffs and other challenges. </li>
<li>Government efforts to hedge industrial bets and trade relations, as well as enhance indigenous capacity by reallocating resources, provide some buffer against these issues. </li>
<li>Yet, the volatility of flows that comes with being a hub and the instability of the South China Sea are deeply intertwined with Singapore’s economic model. </li>
</ul>


Singapore’s stunning economic performance this year, led by strong exports and resilient domestic consumption, masks concerns over the impact of AI, tariffs and other challenges. 
Government efforts to hedge industrial bets and trade relations, as well as enhance indigenous capacity by reallocating resources, provide some buffer against these issues. 
Yet, the volatility of flows that comes with being a hub and the instability of the South China Sea are deeply intertwined with Singapore’s economic model. 


Singapore Economics: Strategic Responses to a Changing Global Order

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

Zoomlion Heavy Industry H / Equity Bottom-Up

Zoomlion Heavy Industry Science and Technology Co., Ltd.manufactures and markets construction machinery.  The Company's products include concrete machinery, cranes, road machinery, drilling equipment, and other heavy construction equipment.  Zoomlion also produces environmental machinery and satellite navigation products.

<ul><li>We have received positive feedback on Zoomlion following the publication of our 2026 capital goods sector outlook (link) and investor call this week.</li><li>Based on our understanding, domestic demand for crane and concrete machinery continued to see meaningful recovery in Nov, while earth-moving’s growth remained solid.</li><li>We estimate Zoomlion’s domestic machinery sales growth in Oct-Nov to be 20-30% YoY, accelerating from 13% YoY in 3Q25.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We have received positive feedback on Zoomlion following the publication of our 2026 capital goods sector outlook (link) and investor call this week.Based on our understanding, domestic demand for crane and concrete machinery continued to see meaningful recovery in Nov, while earth-moving’s growth remained solid.We estimate Zoomlion’s domestic machinery sales growth in Oct-Nov to be 20-30% YoY, accelerating from 13% YoY in 3Q25.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Zoomlion (1157 HK/000157 CH) - Expect Accelerated Sales Growth in Nov

<ul><li>Taiwan insurer is emerging market subset, coming to the offshore USD bond market since Sep’24 with new issue premium ahead of the full adoption of IFRS.</li><li>Despite the tightened credit spread compared with the levels when we first put out our trade ideas in Jul’25, we continue to prefer SHIKON 6.95 06/26/35 for over NSINTWs for 20bps yield pick-up.</li><li>We also continue to prefer FUBON 5.45 12/10/35 with a yield pick-up of 10bps.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Taiwan insurer is emerging market subset, coming to the offshore USD bond market since Sep’24 with new issue premium ahead of the full adoption of IFRS.Despite the tightened credit spread compared with the levels when we first put out our trade ideas in Jul’25, we continue to prefer SHIKON 6.95 06/26/35 for over NSINTWs for 20bps yield pick-up.We also continue to prefer FUBON 5.45 12/10/35 with a yield pick-up of 10bps.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

CMBI Fixed Income - Taiwan Lifers: An emerging subset with new premium

Asia (APAC)
Insights on Asia Pacific (APAC)

Wakefit Innovations IPO: Blending Digital DNA With Offline Ambition

Wakefit Innovations' IPO marks a shift towards institutional funding for accelerated omnichannel expansion, focusing on offline growth and brand...

Nimish Maheshwari

Singapore Market Roundup (05-Dec-2025): Analysts boost confidence in DFI's retail outlook

Analysts are optimistic about DFI's retail outlook post-investor day. DBS downgrades Sheng Siong to 'hold' after share price rise; Tickrs rates...

Singapore Market Roundup

Singapore Economics: Strategic Responses to a Changing Global Order

Singapore's strong economic performance is overshadowed by concerns over AI, tariffs, and other challenges, but government efforts provide some...

Manu Bhaskaran

Zoomlion (1157 HK/000157 CH) - Expect Accelerated Sales Growth in Nov

We have received positive feedback on Zoomlion following the publication of our 2026 capital goods sector outlook (link) and investor call this week.

CMB International

CMBI Fixed Income - Taiwan Lifers: An emerging subset with new premium

Taiwan insurer is emerging market subset, coming to the offshore USD bond market since Sep’24 with new issue premium ahead of the full adoption of...

CMB International

Wakefit Innovations IPO: Blending Digital DNA With Offline Ambition

​Wakefit Innovations' IPO marks a shift towards institutional funding for accelerated omnichannel expansion, focusing on offline growth and brand...

Nimish Maheshwari

Singapore Market Roundup (05-Dec-2025): Analysts boost confidence in DFI's retail outlook

Analysts are optimistic about DFI's retail outlook post-investor day. DBS downgrades Sheng Siong to 'hold' after share price rise; Tickrs rates...

Singapore Market Roundup

Singapore Economics: Strategic Responses to a Changing Global Order

​Singapore's strong economic performance is overshadowed by concerns over AI, tariffs, and other challenges, but government efforts provide some...

Manu Bhaskaran

Zoomlion (1157 HK/000157 CH) - Expect Accelerated Sales Growth in Nov

We have received positive feedback on Zoomlion following the publication of our 2026 capital goods sector outlook (link) and investor call this week.

CMB International

CMBI Fixed Income - Taiwan Lifers: An emerging subset with new premium

Taiwan insurer is emerging market subset, coming to the offshore USD bond market since Sep’24 with new issue premium ahead of the full adoption of...

CMB International

Wakefit Innovations' IPO marks a shift towards institutional funding for accelerated omnichannel expansion, focusing on offline growth and brand...

Singapore's strong economic performance is overshadowed by concerns over AI, tariffs, and other challenges, but government efforts provide some...