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 rural economy plays a crucial role in driving India's growth, contributing just under half of the total GDP and providing livelihoods for about two-thirds of the population. </li>
<li>The trend which is emerging is rural economy growing faster than urban, hence we deep dive into the what and why of this trend</li>
<li>The urban slowdown has caused concern for India Inc's earning growth.</li>
</ul>


The rural economy plays a crucial role in driving India's growth, contributing just under half of the total GDP and providing livelihoods for about two-thirds of the population. 
The trend which is emerging is rural economy growing faster than urban, hence we deep dive into the what and why of this trend
The urban slowdown has caused concern for India Inc's earning growth.


Themes of India: A Deeper Look at Rural India's Economic Rise

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Singapore Telecommunications / Technical Analysis

<ul>
<li>The latest recessionary signal we see: WTI and Brent crude oil prices violating 1.5-year supports, only adding to our prior concerns about a weakening labor market (Sahm rule, SRI triggered)</li>
<li>We also discussed last week (August 29) how we were expecting the S&amp;P 500, Japan's TOPIX, and Europe's EURO STOXX 50 to "roll over near current or marginally higher levels."</li>
<li>Ongoing belief (since July 25) is that $ACWI is going through a 1- to 4-month pullback/consolidation that could end up being a topping pattern. All have since reacted lower.</li>
</ul>


The latest recessionary signal we see: WTI and Brent crude oil prices violating 1.5-year supports, only adding to our prior concerns about a weakening labor market (Sahm rule, SRI triggered)
We also discussed last week (August 29) how we were expecting the S&amp;P 500, Japan's TOPIX, and Europe's EURO STOXX 50 to "roll over near current or marginally higher levels."
Ongoing belief (since July 25) is that $ACWI is going through a 1- to 4-month pullback/consolidation that could end up being a topping pattern. All have since reacted lower.


Crude Oil Breaking 1.5-Year Support, Failed Breakouts on $EFA $ACWX; Still Expecting More Downside

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>Zee and Sony Amicably Settle Disputes Over Failed Merger, Withdraw Claims</li>
<li>NSE Files for SEBI NOC to Gain Approval for Long-Awaited IPO Listing</li>
<li>ReNew and Microsoft Forge 437.6 MW Green Energy Pact to Advance Carbon-Negative Goals</li>
</ul>


Zee and Sony Amicably Settle Disputes Over Failed Merger, Withdraw Claims
NSE Files for SEBI NOC to Gain Approval for Long-Awaited IPO Listing
ReNew and Microsoft Forge 437.6 MW Green Energy Pact to Advance Carbon-Negative Goals


# 51 India Insight: Zee-Sony Settle Dispute, NSE Files for IPO, HUL INR 962 Crores GST Notice

TSE Tokyo Price Index TOPIX / Technical Analysis

<ul>
<li>We continue to believe a 1-4-month pullback/consolidation is ongoing. Important supports have been violated, including $110 on MSCI ACWI (ACWI-US) and $41 on MSCI EM (EEM-US).</li>
<li>We're shifting our outlook to neutral on $ACWI after being bullish since early-November 2023. Major price breakdowns combined with deteriorating market dynamics have increased the odds of a topping pattern.</li>
<li>Also downgrading Japan to market weight. 7/25/24 we said "Japan's TOPIX breaking below 2800-2815 is near-term bearish, suggests it could pull back to its long-term uptrend, or worse."</li>
</ul>


We continue to believe a 1-4-month pullback/consolidation is ongoing. Important supports have been violated, including $110 on MSCI ACWI (ACWI-US) and $41 on MSCI EM (EEM-US).
We're shifting our outlook to neutral on $ACWI after being bullish since early-November 2023. Major price breakdowns combined with deteriorating market dynamics have increased the odds of a topping pattern.
Also downgrading Japan to market weight. 7/25/24 we said "Japan's TOPIX breaking below 2800-2815 is near-term bearish, suggests it could pull back to its long-term uptrend, or worse."


Downgrading Japan; Stay Defensive; Downgrading Outlook on Global Equities $ACWI to Neutral

<ul>
<li>Government Implements Uniform 5% Tax for Aircraft and Engine Parts to Boost Domestic MRO Industry</li>
<li>Telangana Government Announces INR 35,000 Crore Farm Loan Waiver Scheme</li>
<li>Temasek to Invest $10 Billion in India Over Next Three Years</li>
</ul>


Government Implements Uniform 5% Tax for Aircraft and Engine Parts to Boost Domestic MRO Industry
Telangana Government Announces INR 35,000 Crore Farm Loan Waiver Scheme
Temasek to Invest $10 Billion in India Over Next Three Years


#30 India Insight: Temasek Investment in India, Farm Loan Waiver Scheme, HUL Sale of Pureit

India

Hindustan Unilever Limited (HUL) is an Indian fast-moving consumer goods company that manufactures and sells a wide range of products, including foods, beverages, cleaning agents, and personal care items. It is a subsidiary of the Anglo-Dutch company Unilever, with leading brands like Surf Excel, Dove, Lifebuoy, and Lakmé. The company is headquartered in Mumbai, India, and was founded in 1933.

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Hindustan Unilever (HUVR IN)

Themes of India: A Deeper Look at Rural India's Economic Rise

India's rural economy is driving growth, contributing nearly half of GDP and providing livelihoods for two-thirds of the population. Urban...

Nimish Maheshwari

Crude Oil Breaking 1.5-Year Support, Failed Breakouts on $EFA $ACWX; Still Expecting More Downside

Crude Oil Breaking Below 1.5-Year Support, Yet Another Recessionary Signal; Bearish Failed Breakouts on $EFA $ACWX; Still Expecting More Downside;...

Vermilion Research

# 51 India Insight: Zee-Sony Settle Dispute, NSE Files for IPO, HUL INR 962 Crores GST Notice

Zee and Sony resolve merger disputes, NSE seeks SEBI approval for IPO, ReNew and Microsoft partner for green energy pact to reduce carbon footprint.

Sudarshan Bhandari

Downgrading Japan; Stay Defensive; Downgrading Outlook on Global Equities $ACWI to Neutral

Downgrading Japan TOPIX, Nikkei; Stay Defensive; Downgrading Outlook on Global Equities $ACWI $EEM to Neutral; Many Risk-Off Signals increase odds...

Vermilion Research

#30 India Insight: Temasek Investment in India, Farm Loan Waiver Scheme, HUL Sale of Pureit

Government implements uniform 5% tax on aircraft parts to boost MRO industry; Telangana announces INR 35,000 crore farm loan waiver; Temasek to...

Sudarshan Bhandari

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52-week Range

Market Cap (USDm)

P/E

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Themes of India: A Deeper Look at Rural India's Economic Rise

​India's rural economy is driving growth, contributing nearly half of GDP and providing livelihoods for two-thirds of the population. Urban...

Nimish Maheshwari

Crude Oil Breaking 1.5-Year Support, Failed Breakouts on $EFA $ACWX; Still Expecting More Downside

Crude Oil Breaking Below 1.5-Year Support, Yet Another Recessionary Signal; Bearish Failed Breakouts on $EFA $ACWX; Still Expecting More Downside;...

Vermilion Research

# 51 India Insight: Zee-Sony Settle Dispute, NSE Files for IPO, HUL INR 962 Crores GST Notice

​Zee and Sony resolve merger disputes, NSE seeks SEBI approval for IPO, ReNew and Microsoft partner for green energy pact to reduce carbon footprint.

Sudarshan Bhandari

Downgrading Japan; Stay Defensive; Downgrading Outlook on Global Equities $ACWI to Neutral

Downgrading Japan TOPIX, Nikkei; Stay Defensive; Downgrading Outlook on Global Equities $ACWI $EEM to Neutral; Many Risk-Off Signals increase odds...

Vermilion Research

#30 India Insight: Temasek Investment in India, Farm Loan Waiver Scheme, HUL Sale of Pureit

​Government implements uniform 5% tax on aircraft parts to boost MRO industry; Telangana announces INR 35,000 crore farm loan waiver; Temasek to...

Sudarshan Bhandari

India's rural economy is driving growth, contributing nearly half of GDP and providing livelihoods for two-thirds of the population. Urban...

Zee and Sony resolve merger disputes, NSE seeks SEBI approval for IPO, ReNew and Microsoft partner for green energy pact to reduce carbon footprint.

Government implements uniform 5% tax on aircraft parts to boost MRO industry; Telangana announces INR 35,000 crore farm loan waiver; Temasek to...