Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Macroeconomics

<ul>
<li>Donald Trump is the first candidate to win non-consecutive terms as President since Grover Cleveland 132 years ago. Winning the popular vote strengthens his mandate, with Senate/House also Republican. </li>
<li>Trump proposes to cut the corporate tax rate to 15%, make his income tax cuts permanent, de-regulate energy (and end the Ukraine war). Lower oil prices and faster growth likely. </li>
<li>Lower taxes and regulation, hence lower inflation/rates, would provide a fillip to equities. Conventional energy, banks/PE would win. India, Japan, SKorea, Germany, Russia would be winners, UK/NATO the losers. </li>
</ul>


Donald Trump is the first candidate to win non-consecutive terms as President since Grover Cleveland 132 years ago. Winning the popular vote strengthens his mandate, with Senate/House also Republican. 
Trump proposes to cut the corporate tax rate to 15%, make his income tax cuts permanent, de-regulate energy (and end the Ukraine war). Lower oil prices and faster growth likely. 
Lower taxes and regulation, hence lower inflation/rates, would provide a fillip to equities. Conventional energy, banks/PE would win. India, Japan, SKorea, Germany, Russia would be winners, UK/NATO the losers. 


US: Trump Sweep of WH, Senate, House Clears the Way for Growth and Lower Brent

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>BlackRock and Jio Financial Discuss Private Credit Venture in India</li>
<li>Tata Group to Create 5,00,000 Jobs in next Five Years</li>
<li>Indian Oil and Ever Enviro Partner for Compressed Biogas Production</li>
</ul>


BlackRock and Jio Financial Discuss Private Credit Venture in India
Tata Group to Create 5,00,000 Jobs in next Five Years
Indian Oil and Ever Enviro Partner for Compressed Biogas Production


# 65 India Insight: BlackRock Jio Financial PV, Tata Group 5 Lakh Jobs, Indian Oil Biogas Production

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

<ul>
<li>Microsoft's $650 million investment in Inflection under FTC investigation for potential undisclosed acquisition.</li>
<li>Texas introduces TXSE Group, backed by BlackRock, challenging NYSE and Nasdaq dominance.</li>
<li>Saudi Aramco's $11.2 billion stock offering supports Saudi Arabia's economic transformation.</li>
</ul>


Microsoft's $650 million investment in Inflection under FTC investigation for potential undisclosed acquisition.
Texas introduces TXSE Group, backed by BlackRock, challenging NYSE and Nasdaq dominance.
Saudi Aramco's $11.2 billion stock offering supports Saudi Arabia's economic transformation.


#14Business Buzz: Microsoft FTC Probe, TXSE Group Challenges NYSE, Aramco Aids Saudi Transformation

Global Commodities, Mint Finance

Srinidhi Raghavendra

Global Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Cross Asset Strategy

<ul>
<li>ETFs are synonymous with passive investing. It passive investing and beyond. ETFs have been stealing breakfast, lunch and dinner away from mutual funds.</li>
<li>Active ETFs have jumped from obscurity to ubiquity. &gt;70% of new ETF launches in the US over the last seven years have been active ETFs.</li>
<li>Active ETFs in the cheapest quintile command AUM of USD 325 billion while those in the most expensive quintile hold merely USD 35 billion.</li>
</ul>


ETFs are synonymous with passive investing. It passive investing and beyond. ETFs have been stealing breakfast, lunch and dinner away from mutual funds.
Active ETFs have jumped from obscurity to ubiquity. &gt;70% of new ETF launches in the US over the last seven years have been active ETFs.
Active ETFs in the cheapest quintile command AUM of USD 325 billion while those in the most expensive quintile hold merely USD 35 billion.


ETFs Are Reaching Way Beyond Passive Investing

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

<ul>
<li>The SEC's approval of 19b-4 forms marks a critical step towards spot Ethereum ETFs, signaling a potential near-term final approval that could drive significant ETH spot buying.</li>
<li>Despite recent gains following ETF approval news, Ethereum remains a laggard in the crypto rally, underperforming relative to Bitcoin and smaller cryptocurrencies like Solana, BNB, and Dogecoin.</li>
<li>Bitcoin faces headwinds from an expected influx of supply due to Mt. Gox repayments and losses from the DMM hack, which could pressure BTC prices in the short term.</li>
</ul>


The SEC's approval of 19b-4 forms marks a critical step towards spot Ethereum ETFs, signaling a potential near-term final approval that could drive significant ETH spot buying.
Despite recent gains following ETF approval news, Ethereum remains a laggard in the crypto rally, underperforming relative to Bitcoin and smaller cryptocurrencies like Solana, BNB, and Dogecoin.
Bitcoin faces headwinds from an expected influx of supply due to Mt. Gox repayments and losses from the DMM hack, which could pressure BTC prices in the short term.


Long ETH, Short BTC on Expected ETH ETF Approval

United States

BlackRock, Inc. provides investment management services. The Company offers investment, advisory, and risk management services. BlackRock serves individuals, families, educational, governments, insurance companies, and non profit organizations worldwide.

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BlackRock (BLK US)

US: Trump Sweep of WH, Senate, House Clears the Way for Growth and Lower Brent

Trump's re-election strengthens mandate with Republican control of Senate/House. Proposed tax cuts, deregulation to boost economy/equities and...

Prasenjit K. Basu

# 65 India Insight: BlackRock Jio Financial PV, Tata Group 5 Lakh Jobs, Indian Oil Biogas Production

Major Indian companies like BlackRock, Jio Financial, Tata Group, and Indian Oil are making significant moves in the private credit, job creation,...

Sudarshan Bhandari

#14Business Buzz: Microsoft FTC Probe, TXSE Group Challenges NYSE, Aramco Aids Saudi Transformation

Microsoft's investment in Inflection faces FTC scrutiny, Texas launches TXSE Group to rival NYSE and Nasdaq, Saudi Aramco's stock offering aids...

Nimish Maheshwari

ETFs Are Reaching Way Beyond Passive Investing

ETFs were synonymous with passive investing. Not anymore. Active ETFs have jumped from obscurity to ubiquity. >70% of new ETF launches in the US...

Mint Finance

Long ETH, Short BTC on Expected ETH ETF Approval

SEC approval of 19b-4 forms paves way for spot Ethereum ETFs, while ETH lags behind in crypto rally. ETHBTC ratio may have present further upside.

Mint Finance

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

US: Trump Sweep of WH, Senate, House Clears the Way for Growth and Lower Brent

​Trump's re-election strengthens mandate with Republican control of Senate/House. Proposed tax cuts, deregulation to boost economy/equities and...

Prasenjit K. Basu

# 65 India Insight: BlackRock Jio Financial PV, Tata Group 5 Lakh Jobs, Indian Oil Biogas Production

​Major Indian companies like BlackRock, Jio Financial, Tata Group, and Indian Oil are making significant moves in the private credit, job creation,...

Sudarshan Bhandari

#14Business Buzz: Microsoft FTC Probe, TXSE Group Challenges NYSE, Aramco Aids Saudi Transformation

​Microsoft's investment in Inflection faces FTC scrutiny, Texas launches TXSE Group to rival NYSE and Nasdaq, Saudi Aramco's stock offering aids...

Nimish Maheshwari

ETFs Are Reaching Way Beyond Passive Investing

ETFs were synonymous with passive investing. Not anymore. Active ETFs have jumped from obscurity to ubiquity. >70% of new ETF launches in the US...

Mint Finance

Long ETH, Short BTC on Expected ETH ETF Approval

​SEC approval of 19b-4 forms paves way for spot Ethereum ETFs, while ETH lags behind in crypto rally. ETHBTC ratio may have present further upside.

Mint Finance

Trump's re-election strengthens mandate with Republican control of Senate/House. Proposed tax cuts, deregulation to boost economy/equities and...

Major Indian companies like BlackRock, Jio Financial, Tata Group, and Indian Oil are making significant moves in the private credit, job creation,...

Microsoft's investment in Inflection faces FTC scrutiny, Texas launches TXSE Group to rival NYSE and Nasdaq, Saudi Aramco's stock offering aids...

SEC approval of 19b-4 forms paves way for spot Ethereum ETFs, while ETH lags behind in crypto rally. ETHBTC ratio may have present further upside.