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

Thematic (Sector/Industry)

<ul>
<li>On <strong>January 27, 2026</strong>, India signed a landmark FTA with the EU to dismantle long-standing tariff walls and achieve structural parity with global competitors.</li>
<li>This "Mother of All Deals" triggers massive volume growth and margin expansion for <strong>Indian textiles, auto components, and specialty chemicals</strong> by eliminating existing duty disadvantages.</li>
<li>Indian exporters must navigate stringent non-tariff barriers and carbon taxes within the critical <strong>12–24 month implementation window</strong> to ensure compliance with strict EU standards.</li>
</ul>


On January 27, 2026, India signed a landmark FTA with the EU to dismantle long-standing tariff walls and achieve structural parity with global competitors.
This "Mother of All Deals" triggers massive volume growth and margin expansion for Indian textiles, auto components, and specialty chemicals by eliminating existing duty disadvantages.
Indian exporters must navigate stringent non-tariff barriers and carbon taxes within the critical 12–24 month implementation window to ensure compliance with strict EU standards.


The "Mother of All Deals": India-EU FTA as a Structural Alpha Trigger

<ul>
<li>China's Politburo formalized "anti-involution" policy in July 2024, escalating through 2025 to mandate capacity cuts, retire aging petrochemical plants, and penalize destructive price competition in chemicals and beyond.</li>
<li>China accounts for roughly 46% of global chemical production. Structural capacity rationalization there directly shifts pricing power, trade flows, and market share for Indian chemical players competing on cost, complexity.</li>
<li>Companies with complex chemistry moats, low Chinese raw-material dependence, and long-term customer contracts stand to gain most; commodity-adjacent players face a more uneven ride. </li>
</ul>


China's Politburo formalized "anti-involution" policy in July 2024, escalating through 2025 to mandate capacity cuts, retire aging petrochemical plants, and penalize destructive price competition in chemicals and beyond.
China accounts for roughly 46% of global chemical production. Structural capacity rationalization there directly shifts pricing power, trade flows, and market share for Indian chemical players competing on cost, complexity.
Companies with complex chemistry moats, low Chinese raw-material dependence, and long-term customer contracts stand to gain most; commodity-adjacent players face a more uneven ride. 


What China's Anti-Involution Drive Means for India's Chemical Sector?

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>A 23-108% MoM price spike across key chemicals in Mar-26, driven by Strait of Hormuz closure, Gulf force majeures, is set to deliver exceptional earnings for some Indian chemical companies.</li>
<li>Companies that built inventory in January at cycle-low prices, particularly in Phenol, Acetone, Benzene, Toluene, and VAM, now sit on paper gains of 20-70%, a rare intra-quarter windfall.</li>
<li>The companies most worth watching are those who own their raw material chain and have limited direct exposure to Middle East imports.</li>
</ul>


A 23-108% MoM price spike across key chemicals in Mar-26, driven by Strait of Hormuz closure, Gulf force majeures, is set to deliver exceptional earnings for some Indian chemical companies.
Companies that built inventory in January at cycle-low prices, particularly in Phenol, Acetone, Benzene, Toluene, and VAM, now sit on paper gains of 20-70%, a rare intra-quarter windfall.
The companies most worth watching are those who own their raw material chain and have limited direct exposure to Middle East imports.


Indian Chemical: War, Freight, Fire & Inventory Windfall in Q4

India focused Portfolio Advisory - Exp of 40+years, Das Capital Management and Advisors

Arun Thirumalai

India focused Portfolio Advisory - Exp of 40+years

Das Capital Management and Advisors

Das Capital is a research boutique with an aim to continuously map and plan the investment needs of investors focused on India. We have a six member research team with a combined experience of over 40 years as a part of our investment wing. Our team assisted in the setup of Premji Investments, which was one of India’s first family offices focused to managing Mr.Azim Premji personal wealth. We also serve as a research team to two Indian private equity energy funds “Small is Beautiful” and “KSK Emerging India Energy Fund”.

Macroeconomics

<p>This is the second edition of our annual update on the Indian economy and equity markets in FY18 and the outlook of the economy for FY19 and ahead. This report addresses the key domestic and global events in the last fiscal that influenced the indices, the barometer for the health of the Indian economy. The report then focuses on the progress of key reforms implemented by the government that may drive the Indian economy and the stock markets in the medium to long-term, outlook for the near future and the key risk factors that can become an impediment to the GDP growth, going forward.</p>

This is the second edition of our annual update on the Indian economy and equity markets in FY18 and the outlook of the economy for FY19 and ahead. This report addresses the key domestic and global events in the last fiscal that influenced the indices, the barometer for the health of the Indian economy. The report then focuses on the progress of key reforms implemented by the government that may drive the Indian economy and the stock markets in the medium to long-term, outlook for the near future and the key risk factors that can become an impediment to the GDP growth, going forward.

India Annual Update FY18 and Outlook for FY19- Structural Reforms to Unleash the Indian Growth Story

<div class="content-highlight"><h2>Introduction</h2></div><p>We normally send out a monthly update on the Indian markets. April being the beginning of a new financial year, this month's report will be a review of the previous fiscal year April 16- March 2017 ( FY17). We review the performance of various asset classes and present our outlook for the new fiscal April 17 - March 18 (FY18).</p><p>The Indian stock markets performed well in FY17 which is in line with the rally witnessed among all major stock markets globally. While Sensex surged by 17 %(…</p>

IntroductionWe normally send out a monthly update on the Indian markets. April being the beginning of a new financial year, this month's report will be a review of the previous fiscal year April 16- March 2017 ( FY17). We review the performance of various asset classes and present our outlook for the new fiscal April 17 - March 18 (FY18).The Indian stock markets performed well in FY17 which is in line with the rally witnessed among all major stock markets globally. While Sensex surged by 17 %(…

India Annual Outlook and Update - FY17&18

India

Aarti Industries Limited develops and manufactures basic bulk chemicals, dyes and pigment intermediates, pharmaceuticals and agrochemicals, rubber chemicals, surfactant intermediates, and specialty chemicals. The company sells its products in India and elsewhere throughout the world.

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Aarti Industries (ARTO IN)

The "Mother of All Deals": India-EU FTA as a Structural Alpha Trigger

India signs game-changing FTA with EU, boosting key industries like textiles and auto components while facing challenges of non-tariff barriers...

Nimish Maheshwari

What China's Anti-Involution Drive Means for India's Chemical Sector?

China's "anti-involution" policy will reshape global chemical production, benefiting companies with complex chemistry moats and long-term...

Nimish Maheshwari

Indian Chemical: War, Freight, Fire & Inventory Windfall in Q4

Indian chemical companies are poised for exceptional earnings due to a significant price spike in key chemicals, driven by supply disruptions in...

Sudarshan Bhandari

India Annual Update FY18 and Outlook for FY19- Structural Reforms to Unleash the Indian Growth Story

This is the second edition of our annual update on the Indian economy and equity markets in FY18 and the outlook of the economy for FY19 and ahead....

Das Capital Management and Advisors

India Annual Outlook and Update - FY17&18

IntroductionWe normally send out a monthly update on the Indian markets. April being the beginning of a new financial year, this month's report...

Das Capital Management and Advisors

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The "Mother of All Deals": India-EU FTA as a Structural Alpha Trigger

​India signs game-changing FTA with EU, boosting key industries like textiles and auto components while facing challenges of non-tariff barriers...

Nimish Maheshwari

What China's Anti-Involution Drive Means for India's Chemical Sector?

​China's "anti-involution" policy will reshape global chemical production, benefiting companies with complex chemistry moats and long-term...

Nimish Maheshwari

Indian Chemical: War, Freight, Fire & Inventory Windfall in Q4

​Indian chemical companies are poised for exceptional earnings due to a significant price spike in key chemicals, driven by supply disruptions in...

Sudarshan Bhandari

India Annual Update FY18 and Outlook for FY19- Structural Reforms to Unleash the Indian Growth Story

This is the second edition of our annual update on the Indian economy and equity markets in FY18 and the outlook of the economy for FY19 and ahead....

Das Capital Management and Advisors

India Annual Outlook and Update - FY17&18

IntroductionWe normally send out a monthly update on the Indian markets. April being the beginning of a new financial year, this month's report...

Das Capital Management and Advisors

India signs game-changing FTA with EU, boosting key industries like textiles and auto components while facing challenges of non-tariff barriers...

China's "anti-involution" policy will reshape global chemical production, benefiting companies with complex chemistry moats and long-term...

Indian chemical companies are poised for exceptional earnings due to a significant price spike in key chemicals, driven by supply disruptions in...