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>The UAE formally announced its exit from OPEC and OPEC+, effective May 1, 2026, ending a 58-year membership, citing production quota constraints and national interest as the deciding factors.</li>
<li>As India's third-largest crude supplier with ~10% import share, a quota-free UAE could structurally lower India's energy import bill, ease CAD pressure, and directly lift refiner margins.</li>
<li>PSU oil marketing companies (IOC, BPCL, HPCL) stand to be the most direct beneficiaries; but the macro read extends to the rupee, inflation trajectory, and India's terms of trade.</li>
</ul>


The UAE formally announced its exit from OPEC and OPEC+, effective May 1, 2026, ending a 58-year membership, citing production quota constraints and national interest as the deciding factors.
As India's third-largest crude supplier with ~10% import share, a quota-free UAE could structurally lower India's energy import bill, ease CAD pressure, and directly lift refiner margins.
PSU oil marketing companies (IOC, BPCL, HPCL) stand to be the most direct beneficiaries; but the macro read extends to the rupee, inflation trajectory, and India's terms of trade.


How UAE's Exit from OPEC Will Reshapes India's Energy Sector?

US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Index Rebalance

<ul>
<li>
<a href="https://www.smartkarma.com/entities/adnoc-gas-plc" target="_blank" data-smartkarma-citation="entities:40801:1" rel="noopener">Adnoc Gas (ADNOCGAS UH)</a> had been omitted from both global indices due to insufficient float cap despite a market cap of over $60bn.</li>
<li>On 21 February 2025, the company completed a Secondary Offering of $2.8bn, resulting in a free float increase from 5% to 9%.</li>
<li>
<a href="https://www.smartkarma.com/entities/adnoc-gas-plc" target="_blank" data-smartkarma-citation="entities:40801:1" rel="noopener">Adnoc Gas (ADNOCGAS UH)</a> is expected to be added to Global All-World at the September 2025 review due to an increased float cap.</li>
</ul>



Adnoc Gas (ADNOCGAS UH) had been omitted from both global indices due to insufficient float cap despite a market cap of over $60bn.
On 21 February 2025, the company completed a Secondary Offering of $2.8bn, resulting in a free float increase from 5% to 9%.

Adnoc Gas (ADNOCGAS UH) is expected to be added to Global All-World at the September 2025 review due to an increased float cap.


ADNOC Gas (ADNOCGAS UH): Global Index Inclusion Following $2.8B Offering

Decoding the Future of MENA Financial Markets, MENA Market Lab

Denis Collot

Decoding the Future of MENA Financial Markets

MENA Market Lab

Decoding the future of Middle East and North Africa Financial markets

Cross Asset Strategy

<ul><li>OPEC+ confirms production hike’s pause.                                             </li><li>Moody’s upbeat on Saudi Arabia. S&amp;P downgraded Bahrain.</li><li>UAE, credit growth at record pace. SAR forward curve still pushing higher.</li></ul><div style="list-style-type: none;" aria-label="Post UFI"><div style="list-style-type: none;"><div style="list-style-type: none;"><div style="list-style-type: none;"><div style="list-style-type: none;"><div style="list-style-type: none;"><div><a href="https://substack.com/@deniscollot" target="_blank" aria-label="View Denis Collot's profile" rel="noopener"></a></div></div></div></div></div></div></div>

OPEC+ confirms production hike’s pause.                                             Moody’s upbeat on Saudi Arabia. S&amp;P downgraded Bahrain.UAE, credit growth at record pace. SAR forward curve still pushing higher.

ADNOC Logistics & Services / Index Rebalance

ADNOC Logistics & Services ( ADNOCLS EQUITY)

<ul>
<li>On 29 August 2025, the company completed a Secondary Offering of $317m in which Abu Dhabi National Oil Company decreased its stake from 81% to 78%.</li>
<li>A free float increase is expected to be implemented at the close of 2 September for Global All-World.</li>
<li>Inclusion in Global Standard is projected for November 2025 following a float cap increase caused by the offering.</li>
</ul>


On 29 August 2025, the company completed a Secondary Offering of $317m in which Abu Dhabi National Oil Company decreased its stake from 81% to 78%.
A free float increase is expected to be implemented at the close of 2 September for Global All-World.
Inclusion in Global Standard is projected for November 2025 following a float cap increase caused by the offering.


ADNOC Logistics & Services (ADNOCLS UH): Global Index Inclusion & Upweight Following $317M Offering

United Arab Emirates

ADNOC Gas plc operates as an integrated gas processing company. The Company specializes in crude oil and natural gas refining, marketing, supply, and transportation. ADNOC Gas serves customers worldwide.

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Adnoc Gas (ADNOCGAS UH)

How UAE's Exit from OPEC Will Reshapes India's Energy Sector?

UAE exits OPEC, potentially lowering India's energy import bill and benefiting PSU oil marketing companies, with broader implications for the...

Nimish Maheshwari