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

<ul>
<li>Aerospace &amp; Defence revenue rose 40.4% YoY to INR 123 crore in Q1 FY27, versus 26% growth in FY26.</li>
<li>The aerospace business is a materially higher-margin activity than Raymond’s precision technology and auto-components vertical. </li>
<li>Raymond should increasingly be analysed as a precision-manufacturing platform rather than through its legacy conglomerate identity. </li>
</ul>


Aerospace &amp; Defence revenue rose 40.4% YoY to INR 123 crore in Q1 FY27, versus 26% growth in FY26.
The aerospace business is a materially higher-margin activity than Raymond’s precision technology and auto-components vertical. 
Raymond should increasingly be analysed as a precision-manufacturing platform rather than through its legacy conglomerate identity. 


Raymond Limited: The Scaling Aerospace Business

Research and consultancy, Tabbush Report

Daniel Tabbush

Research and consultancy

Tabbush Report

We provide research and consultancy on Asian banks. Our focus is on what we call “Asian bank research, without the noise.” We are interested in the most critical swing-factors for banks, the NPL and credit cycle, and where we believe there is a gap between perception and reality. We often focus on the less studied components of bank financial statements.  Our research is highly thematic, sometimes examining unlisted banks and companies as a window on mainstream banks. 

Being independent allows us to look at smaller banks, often overlooked by others. Analysis of BIS bank guidelines in the context of Asia, is also a focal point, while we also analyze global banks operating in the region. We use what we believe is the most comprehensive, reliable financials database, SNL Financial. S&P Capital IQ augments our database, with corporate data and CEIC, with economics. 

Asian bank research, without the noise.

Thematic (Sector/Industry)

<ul>
<li>The amount of deposits in the US banking system are substantial in absolute terms and compared with recent periods and older periods</li>
<li>Of the USD17.4tr in deposits in the US banking system, 86% is liquid, available to access</li>
<li>Alongside concerns about the S&amp;P 500 Index or the broad US stock market, we believe it is worthwhile to keep in mind the amount of depositor liquidity</li>
</ul>


The amount of deposits in the US banking system are substantial in absolute terms and compared with recent periods and older periods
Of the USD17.4tr in deposits in the US banking system, 86% is liquid, available to access
Alongside concerns about the S&amp;P 500 Index or the broad US stock market, we believe it is worthwhile to keep in mind the amount of depositor liquidity


US Stock Market - US Banks Have Total Deposits of USD17.4tr, Which Was USD3-4tr ~30 Yrs Ago

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Event-Driven

Korea Aerospace Industries / Event-Driven

<ul>
<li><em><strong>In the past several months, Hanwha Group companies purchased additional shares in Korea Aerospace Industries (KAI) so their combined stake is now 15.89%. </strong></em></li>
<li>Hanwha Aerospace owns 9.9% stake in KAI, followed by Hanwha Systems (4.98%), and Hanwha Aerospace USA (1.01%). </li>
<li>I provide four main scenarios of the potential next moves by the Hanwha Group companies regarding Korea Aerospace Industries. </li>
</ul>


In the past several months, Hanwha Group companies purchased additional shares in Korea Aerospace Industries (KAI) so their combined stake is now 15.89%. 
Hanwha Aerospace owns 9.9% stake in KAI, followed by Hanwha Systems (4.98%), and Hanwha Aerospace USA (1.01%). 
I provide four main scenarios of the potential next moves by the Hanwha Group companies regarding Korea Aerospace Industries. 


Hanwha Aerospace and Other Hanwha Affiliates Now Own 15.9% of KAI - Next Move?

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>Core PCE and CPI inflation remained at 4-year lows in Apr-May'25 despite Trump's tariffs, although June core CPI inflation crept up MoM after further tariff hikes (on steel and aluminium).</li>
<li>M2 growth of just 5.2%YoY (May'25) is a restraining factor on inflation. However, tariff hikes have been much higher than we expected, with most trading partners failing to negotiate reductions. </li>
<li>For consistency with 2024 cuts, the FOMC likely will cut rates this month. But the tariff hikes on most trading partners will push core inflation toward 3%, disallowing further cuts. </li>
</ul>


Core PCE and CPI inflation remained at 4-year lows in Apr-May'25 despite Trump's tariffs, although June core CPI inflation crept up MoM after further tariff hikes (on steel and aluminium).
M2 growth of just 5.2%YoY (May'25) is a restraining factor on inflation. However, tariff hikes have been much higher than we expected, with most trading partners failing to negotiate reductions. 
For consistency with 2024 cuts, the FOMC likely will cut rates this month. But the tariff hikes on most trading partners will push core inflation toward 3%, disallowing further cuts. 


US: Subdued Inflation to Oblige a Reluctant Fed to Cut This Month, but No More in '25

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Cover Story: Degrees of uncertainty make Chinese students rethink the benefits of a U.S. education</li><li>In Depth: How guardians can support China’s swelling ranks of solo seniors</li><li>Vietnam attracts global manufacturers despite U.S. tariff increases</li></ul>

Cover Story: Degrees of uncertainty make Chinese students rethink the benefits of a U.S. educationIn Depth: How guardians can support China’s swelling ranks of solo seniorsVietnam attracts global manufacturers despite U.S. tariff increases

CX Daily: Degrees of Uncertainty Make Chinese Students Rethink the Benefits of a U.S. Education 

United States

The Boeing Company, together with its subsidiaries, develops, produces, and markets commercial jet aircraft, as well as provides related support services to the commercial airline industry worldwide.  The Company also researches, develops, produces, modifies, and supports information, space, and defense systems, including military aircraft, helicopters and space and missile systems.

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Boeing Co (BA US)

Raymond Limited: The Scaling Aerospace Business

Raymond’s aerospace vertical is now moving from acquired capability to scaled execution, supported by long-cycle programs, growing order book, and...

Nimish Maheshwari

US Stock Market - US Banks Have Total Deposits of USD17.4tr, Which Was USD3-4tr ~30 Yrs Ago

Total deposits now USD18.5 trillion at 26 November. This is up ~USD663 billion during this year alone. There remains plenty of liquidity in low...

Daniel Tabbush

Hanwha Aerospace and Other Hanwha Affiliates Now Own 15.9% of KAI - Next Move?

In the past several months, Hanwha Group companies purchased additional shares in Korea Aerospace Industries (KAI) so their combined stake is now...

Douglas Kim

US: Subdued Inflation to Oblige a Reluctant Fed to Cut This Month, but No More in '25

Despite Trump's tariffs, inflation remained low in Apr-May'25, so a July rate cut is likely. But tariffs on most trade partners from Aug'25 (worse...

Prasenjit K. Basu

CX Daily: Degrees of Uncertainty Make Chinese Students Rethink the Benefits of a U.S. Education

Cover Story: Degrees of uncertainty make Chinese students rethink the benefits of a U.S. education. In Depth: How guardians can support China’s...

Caixin Global

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Raymond Limited: The Scaling Aerospace Business

Raymond’s aerospace vertical is now moving from acquired capability to scaled execution, supported by long-cycle programs, growing order book, and...

Nimish Maheshwari

US Stock Market - US Banks Have Total Deposits of USD17.4tr, Which Was USD3-4tr ~30 Yrs Ago

Total deposits now USD18.5 trillion at 26 November. This is up ~USD663 billion during this year alone. There remains plenty of liquidity in low...

Daniel Tabbush

Hanwha Aerospace and Other Hanwha Affiliates Now Own 15.9% of KAI - Next Move?

In the past several months, Hanwha Group companies purchased additional shares in Korea Aerospace Industries (KAI) so their combined stake is now...

Douglas Kim

US: Subdued Inflation to Oblige a Reluctant Fed to Cut This Month, but No More in '25

​Despite Trump's tariffs, inflation remained low in Apr-May'25, so a July rate cut is likely. But tariffs on most trade partners from Aug'25 (worse...

Prasenjit K. Basu

CX Daily: Degrees of Uncertainty Make Chinese Students Rethink the Benefits of a U.S. Education

Cover Story: Degrees of uncertainty make Chinese students rethink the benefits of a U.S. education. In Depth: How guardians can support China’s...

Caixin Global

Despite Trump's tariffs, inflation remained low in Apr-May'25, so a July rate cut is likely. But tariffs on most trade partners from Aug'25 (worse...