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

Forensic Accounting

JPMorgan Chase & Co / Forensic Accounting

<ul>
<li>India's inclusion in global bond indexes by JP Morgan is significant, but the expected foreign inflow is relatively small, not likely to impact exchange rates or interest rates significantly.</li>
<li>The bond inclusion won't strengthen the Rupee against the Dollar due to limited foreign inflows. A slight reduction in interest rates is expected with JP Morgan's inclusion.</li>
<li>Indian bonds offer attractive yields, but rising US bond yields and rupee depreciation could affect foreign investor interest. This development could lead to improved fiscal policies and Indian bond markets.</li>
</ul>


India's inclusion in global bond indexes by JP Morgan is significant, but the expected foreign inflow is relatively small, not likely to impact exchange rates or interest rates significantly.
The bond inclusion won't strengthen the Rupee against the Dollar due to limited foreign inflows. A slight reduction in interest rates is expected with JP Morgan's inclusion.
Indian bonds offer attractive yields, but rising US bond yields and rupee depreciation could affect foreign investor interest. This development could lead to improved fiscal policies and Indian bond markets.


Make in India Bonds into the Global Bond Index: An Examination of Effects and Significances

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Thematic (Sector/Industry)

<ul><li>Japan is pushing the GPIF to invest $1.8 trillion in domestic projects amid real estate shifts.</li><li>JP Morgan highlights Malaysia's leadership in Southeast Asia's data center growth and expansion.</li><li>GIC has appointed new Deputy Group Chief Investment Officers, reflecting changes in investment leadership.</li></ul>

Japan is pushing the GPIF to invest $1.8 trillion in domestic projects amid real estate shifts.JP Morgan highlights Malaysia's leadership in Southeast Asia's data center growth and expansion.GIC has appointed new Deputy Group Chief Investment Officers, reflecting changes in investment leadership.

Asia Real Estate Tracker (13-Jul-2026): Japan urges $1.8T fund to boost local investments.

<ul>
<li>Hale has finalized an $85 million acquisition of a Melbourne campus, the largest industrial deal of 2026.</li>
<li>Fuji Media Marketing in Japan is considering a property sale that could potentially reach $5 billion.</li>
<li>CapitaLand Investment has obtained a $1.9 billion mandate for income insurance in Singapore amid market changes.</li>
</ul>


Hale has finalized an $85 million acquisition of a Melbourne campus, the largest industrial deal of 2026.
Fuji Media Marketing in Japan is considering a property sale that could potentially reach $5 billion.
CapitaLand Investment has obtained a $1.9 billion mandate for income insurance in Singapore amid market changes.


Asia Real Estate Tracker (28-Apr-2026): Hale acquires $85M Melbourne campus in major deal.

Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

Cross Asset Strategy

<ul>
<li>The private credit market is under renewed pressure with redemption requests surging in 1Q2026.  BDC stock prices are declining as risks mount in the industry.</li>
<li>Managers are using Payment-In-Kind and Amend-and-Extend methods to restructure loans and delay delinquencies and defaults.  Price-to-NAV ratios are declining to historical lows as managers are gating redemption requests beyond 5%.</li>
<li>The private credit market has grown 60% over the last three years, now totals $1.8 trillion, and could pose a risk of financial contagion if underlying asset values deteriorate quickly.</li>
</ul>


The private credit market is under renewed pressure with redemption requests surging in 1Q2026.  BDC stock prices are declining as risks mount in the industry.
Managers are using Payment-In-Kind and Amend-and-Extend methods to restructure loans and delay delinquencies and defaults.  Price-to-NAV ratios are declining to historical lows as managers are gating redemption requests beyond 5%.
The private credit market has grown 60% over the last three years, now totals $1.8 trillion, and could pose a risk of financial contagion if underlying asset values deteriorate quickly.


PRIVATE CREDIT FUNDS: "Where Are the Customer's Yachts?"

<ul>
<li>PDG's acquisition of 210MW data center capacity in India marks a significant milestone in APAC real estate.</li>
<li>Lendlease REIT in Singapore struggled to raise $153 million for a mall purchase, achieving only 62% of its goal.</li>
<li>Kerry Properties in Hong Kong saw a 16% profit increase to $120 million, aided by lower valuation losses.</li>
</ul>


PDG's acquisition of 210MW data center capacity in India marks a significant milestone in APAC real estate.
Lendlease REIT in Singapore struggled to raise $153 million for a mall purchase, achieving only 62% of its goal.
Kerry Properties in Hong Kong saw a 16% profit increase to $120 million, aided by lower valuation losses.


Asia Real Estate Tracker (24-Mar-2026): PDG buys 210MW India data center capacity and more.

United States

JPMorgan Chase & Co. provides global financial services and retail banking. The Company provides services such as investment banking, treasury and securities services, asset management, private banking, card member services, commercial banking, and home finance. JP Morgan Chase serves business enterprises, institutions, and individuals.

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JPMorgan Chase & Co (JPM US)

Make in India Bonds into the Global Bond Index: An Examination of Effects and Significances

India's inclusion in global bond indexes by JP Morgan has a limited impact on interest rates and rupees. Bond inclusion won't strengthen the Rupee...

Nimish Maheshwari

Asia Real Estate Tracker (13-Jul-2026): Japan urges $1.8T fund to boost local investments.

Japan is pushing GPIF to invest $1.8 trillion domestically, while Malaysia leads in data center growth, Singapore tightens regulations, and M&G...

Asia Real Estate Tracker

Asia Real Estate Tracker (28-Apr-2026): Hale acquires $85M Melbourne campus in major deal.

Hale's $85M Melbourne campus acquisition leads APAC real estate in 2026, while Fuji Media considers a $5B sale, and CapitaLand secures a $1.9B...

Asia Real Estate Tracker

PRIVATE CREDIT FUNDS: "Where Are the Customer's Yachts?"

The Fed is asking major US banks for details on their exposure to private credit after a surge in redemptions from those funds and a rise in...

David Mudd

Asia Real Estate Tracker (24-Mar-2026): PDG buys 210MW India data center capacity and more.

PDG acquired 210MW of data center capacity in India, while Lendlease REIT's mall funding fell short, Kerry Properties saw profits rise, and Hulic...

Asia Real Estate Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Make in India Bonds into the Global Bond Index: An Examination of Effects and Significances

​India's inclusion in global bond indexes by JP Morgan has a limited impact on interest rates and rupees. Bond inclusion won't strengthen the Rupee...

Nimish Maheshwari

Asia Real Estate Tracker (13-Jul-2026): Japan urges $1.8T fund to boost local investments.

Japan is pushing GPIF to invest $1.8 trillion domestically, while Malaysia leads in data center growth, Singapore tightens regulations, and M&G...

Asia Real Estate Tracker

Asia Real Estate Tracker (28-Apr-2026): Hale acquires $85M Melbourne campus in major deal.

Hale's $85M Melbourne campus acquisition leads APAC real estate in 2026, while Fuji Media considers a $5B sale, and CapitaLand secures a $1.9B...

Asia Real Estate Tracker

PRIVATE CREDIT FUNDS: "Where Are the Customer's Yachts?"

The Fed is asking major US banks for details on their exposure to private credit after a surge in redemptions from those funds and a rise in...

David Mudd

Asia Real Estate Tracker (24-Mar-2026): PDG buys 210MW India data center capacity and more.

PDG acquired 210MW of data center capacity in India, while Lendlease REIT's mall funding fell short, Kerry Properties saw profits rise, and Hulic...

Asia Real Estate Tracker

India's inclusion in global bond indexes by JP Morgan has a limited impact on interest rates and rupees. Bond inclusion won't strengthen the Rupee...