India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

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>India plans to cut tariffs on US imports to protect $66B in exports, negotiating trade deal amid Trump’s tariff threat.</li>
<li>
<a href="https://www.smartkarma.com/entities/meesho-inc" target="_blank" data-smartkarma-citation="entities:35872:1" rel="noopener">Meesho (1546271D IN)</a> plans $1 Bn IPO at $10B valuation, picking top bankers; aiming for Diwali 2025 listing, surpassing Flipkart.</li>
<li>
<a href="https://www.smartkarma.com/entities/temasek-holdings-pte-ltd" target="_blank" data-smartkarma-citation="entities:28816:1" rel="noopener">Temasek Holdings Pte Ltd (TMSK SP)</a> seeks CCI approval to acquire 10% stake in Haldiram Snacks at $10B valuation, aiming to fuel expansion.</li>
</ul>


India plans to cut tariffs on US imports to protect $66B in exports, negotiating trade deal amid Trump’s tariff threat.

Meesho (1546271D IN) plans $1 Bn IPO at $10B valuation, picking top bankers; aiming for Diwali 2025 listing, surpassing Flipkart.

Temasek Holdings Pte Ltd (TMSK SP) seeks CCI approval to acquire 10% stake in Haldiram Snacks at $10B valuation, aiming to fuel expansion.


#126 India Insight: India Plans US Tariff Cuts to Protect $66B, Meesho IPO, Temasek's Haldiram Stake

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

<ul>
<li>India faces record electricity demand due to rising temperatures and industrial growth, expecting to reach 270 GW this summer, which raises concerns about grid readiness.</li>
<li>To meet this surge, India is expanding its power generation, relying heavily on coal for energy security, while gradually incorporating renewables, hydro, and nuclear energy.</li>
<li>This approach creates a paradox, as burning more fossil fuels to cope with heatwaves worsens the climate crisis, underscoring the urgent need for clean energy infrastructure and grid modernization. 
</li>
</ul>


India faces record electricity demand due to rising temperatures and industrial growth, expecting to reach 270 GW this summer, which raises concerns about grid readiness.
To meet this surge, India is expanding its power generation, relying heavily on coal for energy security, while gradually incorporating renewables, hydro, and nuclear energy.
This approach creates a paradox, as burning more fossil fuels to cope with heatwaves worsens the climate crisis, underscoring the urgent need for clean energy infrastructure and grid modernization. 



How India Is Powering Up Its Summer Energy Demand?

Senior Credit Analyst, Lucror Analytics

Leonard Law, CFA

Senior Credit Analyst

High Yield Experts

Lucror Analytics

Lucror Analytics is a leading credit and ESG research specialist and a provider of technology solutions for differentiated fixed income strategies. Our roots are in bottom-up fundamental credit analysis with a specialization in high yield corporate credits from Europe, Asia and Latin America. We are one of few research specialists integrating ESG considerations with fundamental credit research through a dedicated ESG platform. Our ESG assessment covers five key criteria: Disclosure, E,S, & G Pillars, Controversies, ESG Impact on Credit and ESG Momentum.

Recognizing the importance and value-add of Factor Investing in fixed income, Lucror developed the Smart Quant Navigator (SQN), an intuitive platform that helps clients devise and implement factor-based strategies ranging from pure quant to active fundamental, with integrated ESG.

Our company has been at the forefront of developments in the fixed income markets, identifying opportunities and consistently delivering new products and value-adding solutions to clients. Lucror has close relationships with the largest and most reputable asset managers, family offices, hedge funds, investment and wealth managers globally.

Credit

<ul>
<li>In today's Morning Views publication we comment on developments of the following high yield issuers: Yuexiu Property, Adani Energy Solutions</li>
<li>In the US, treasuries climbed on safe-haven demand and increased expectations of Fed rate cuts, amid growing concerns over the US economy. The UST curve bull-steepened, with the yield on the 2Y UST declining 12 bps to 3.89%, while the yield on the 10Y UST fell 9 bps to 4.22%. Fed-dated OIS were pricing in 81 bps of rate cuts this year, with the first decrease expected in June.</li>
<li>Equities sank on rising economic uncertainty, given rising trade tensions and after US President Donald Trump’s comments that the economy is facing a "period of transition" this year. The S&amp;P 500 fell 2.7% to 5,615, while the Nasdaq slid 4.0% to 17,468.</li>
</ul>


In today's Morning Views publication we comment on developments of the following high yield issuers: Yuexiu Property, Adani Energy Solutions
In the US, treasuries climbed on safe-haven demand and increased expectations of Fed rate cuts, amid growing concerns over the US economy. The UST curve bull-steepened, with the yield on the 2Y UST declining 12 bps to 3.89%, while the yield on the 10Y UST fell 9 bps to 4.22%. Fed-dated OIS were pricing in 81 bps of rate cuts this year, with the first decrease expected in June.
Equities sank on rising economic uncertainty, given rising trade tensions and after US President Donald Trump’s comments that the economy is facing a "period of transition" this year. The S&amp;P 500 fell 2.7% to 5,615, while the Nasdaq slid 4.0% to 17,468.


<ul>
<li>In today's Morning Views publication we comment on developments of the following high yield issuers: Adani Energy Solutions, China Water Affairs, Anton Oilfield, Tata Steel, China Vanke</li>
<li>In the US, December 2024 new-home sales rose 3.6% m-o-m (1.7% e / 9.6% revised p) to an annualised 698 k units. Full-year newhome sales were up 2.5% y-o-y at 683 k units, with the median sale price rising 2.1% to USD 427 k.</li>
<li>Treasuries rallied on haven demand amid a sell-off in equities, as well as on the back of a strong 5Y notes auction. The yield on the 2Y UST declined 7 bps to 4.20%, while the yield on the 10Y UST fell 9 bps to 4.54%.</li>
</ul>


In today's Morning Views publication we comment on developments of the following high yield issuers: Adani Energy Solutions, China Water Affairs, Anton Oilfield, Tata Steel, China Vanke
In the US, December 2024 new-home sales rose 3.6% m-o-m (1.7% e / 9.6% revised p) to an annualised 698 k units. Full-year newhome sales were up 2.5% y-o-y at 683 k units, with the median sale price rising 2.1% to USD 427 k.
Treasuries rallied on haven demand amid a sell-off in equities, as well as on the back of a strong 5Y notes auction. The yield on the 2Y UST declined 7 bps to 4.20%, while the yield on the 10Y UST fell 9 bps to 4.54%.


Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

HDB Financial Services Ltd / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/hdb-financial-services-ltd" target="_blank" data-smartkarma-citation="entities:44072:1" rel="noopener">HDB Financial Services</a> is looking to raise around US$1.5bn in its upcoming India IPO.</li>
<li>HDBFS is a leading retail-focused non-banking financial company (NBFC) in India, in terms of total gross loan book size, according to the CRISIL Report.</li>
<li>In this note, we talk about the not-so-positive aspects of the deal.</li>
</ul>



HDB Financial Services is looking to raise around US$1.5bn in its upcoming India IPO.
HDBFS is a leading retail-focused non-banking financial company (NBFC) in India, in terms of total gross loan book size, according to the CRISIL Report.
In this note, we talk about the not-so-positive aspects of the deal.


HDB Financial Services Pre-IPO - The Negatives - Performance Has Been Slipping

India

Adani Energy Solutions Ltd provides utility services. The Company offers electricity generation, transmission, and distribution services. Adani Transmission conducts its business globally.

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Adani Energy Solutions (ADANIT IN)

#126 India Insight: India Plans US Tariff Cuts to Protect $66B, Meesho IPO, Temasek's Haldiram Stake

India cuts tariffs on US imports to protect exports amid Trump's threats; Meesho plans $1B IPO, Temasek seeks CCI approval for Haldiram stake...

Sudarshan Bhandari

How India Is Powering Up Its Summer Energy Demand?

India faces record electricity demand this summer, expanding power generation with coal while incorporating renewables, highlighting the need for...

Nimish Maheshwari

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: Yuexiu Property, Adani Energy Solutions

Lucror Analytics

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: Adani Energy Solutions, China Water Affairs,...

Lucror Analytics

HDB Financial Services Pre-IPO - The Negatives - Performance Has Been Slipping

HDB Financial Services is looking to raise around US$1.5bn in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of...

Sumeet Singh

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

#126 India Insight: India Plans US Tariff Cuts to Protect $66B, Meesho IPO, Temasek's Haldiram Stake

​India cuts tariffs on US imports to protect exports amid Trump's threats; Meesho plans $1B IPO, Temasek seeks CCI approval for Haldiram stake...

Sudarshan Bhandari

How India Is Powering Up Its Summer Energy Demand?

​India faces record electricity demand this summer, expanding power generation with coal while incorporating renewables, highlighting the need for...

Nimish Maheshwari

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: Yuexiu Property, Adani Energy Solutions

Lucror Analytics

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: Adani Energy Solutions, China Water Affairs,...

Lucror Analytics

HDB Financial Services Pre-IPO - The Negatives - Performance Has Been Slipping

HDB Financial Services is looking to raise around US$1.5bn in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of...

Sumeet Singh

India cuts tariffs on US imports to protect exports amid Trump's threats; Meesho plans $1B IPO, Temasek seeks CCI approval for Haldiram stake...

India faces record electricity demand this summer, expanding power generation with coal while incorporating renewables, highlighting the need for...