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>India’s automotive sector is facing a new external risk: China’s recent tightening of rare earth element (REE) export restrictions.</li>
<li>While the short-term impact appears contained, particularly for ICE 2Ws/3Ws, passenger vehicles—both ICE and EV—are the most exposed</li>
<li>Indian OEMs are actively engaging with Chinese authorities and India’s Ministry of External Affairs to seek interim solutions, and a resolution is expected within 2–3 weeks.</li>
</ul>


India’s automotive sector is facing a new external risk: China’s recent tightening of rare earth element (REE) export restrictions.
While the short-term impact appears contained, particularly for ICE 2Ws/3Ws, passenger vehicles—both ICE and EV—are the most exposed
Indian OEMs are actively engaging with Chinese authorities and India’s Ministry of External Affairs to seek interim solutions, and a resolution is expected within 2–3 weeks.


Rare Earth Export Curbs from China: Assessing the Risk for India’s Auto Industry

Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

<ul>
<li>
<a href="https://www.smartkarma.com/entities/beiqi-foton-motor-co-ltd" target="_blank" data-smartkarma-citation="entities:4732:1" rel="noopener">Beiqi Foton Motor Co Ltd A (600166 CH)</a>, via Energy In Motion, marks <a href="https://www.smartkarma.com/entities/baic-motor-corp-ltd-h" target="_blank" data-smartkarma-citation="entities:90:1" rel="noopener">Baic Motor Corp Ltd H (1958 HK)</a>’s electric truck entry in India targeting heavy-duty logistics.</li>
<li>In this insight we attempt to identify implications on existing players like <a href="https://www.smartkarma.com/entities/ashok-leyland-ltd" target="_blank" data-smartkarma-citation="entities:20104:1" rel="noopener">Ashok Leyland (AL IN)</a>, <a href="https://www.smartkarma.com/entities/tata-motors-ltd" target="_blank" data-smartkarma-citation="entities:216:1" rel="noopener">Tata Motors Ltd (TTMT IN)</a> , <a href="https://www.smartkarma.com/entities/mahindra-mahindra-ltd" target="_blank" data-smartkarma-citation="entities:16441:1" rel="noopener">Mahindra &amp; Mahindra (MM IN)</a> and others.</li>
<li>Ravindra Energy's INR 180 crore equity raise appears to have been a strategic precursor, providing funding to support infrastructure and operational rollout of electric commercial vehicles in partnership with Foton.</li>
</ul>



Beiqi Foton Motor Co Ltd A (600166 CH), via Energy In Motion, marks Baic Motor Corp Ltd H (1958 HK)’s electric truck entry in India targeting heavy-duty logistics.
In this insight we attempt to identify implications on existing players like Ashok Leyland (AL IN), Tata Motors Ltd (TTMT IN) , Mahindra &amp; Mahindra (MM IN) and others.
Ravindra Energy's INR 180 crore equity raise appears to have been a strategic precursor, providing funding to support infrastructure and operational rollout of electric commercial vehicles in partnership with Foton.


BAIC Enters Indian Commercial Vehicle Market - Implications

<ul>
<li>Our selection of Indian Auto companies is based on these characteristics: value, near term growth triggers, margin of safety and management commentary post Q4FY25 Results.</li>
<li>We present our list of stocks in the BUY, SELL(short) and HOLD category in this insight.</li>
<li>We will review our note on these names post their monthly sales volume performance and outlook in medium term.</li>
</ul>


Our selection of Indian Auto companies is based on these characteristics: value, near term growth triggers, margin of safety and management commentary post Q4FY25 Results.
We present our list of stocks in the BUY, SELL(short) and HOLD category in this insight.
We will review our note on these names post their monthly sales volume performance and outlook in medium term.


Shortlist Of High Conviction Long and Short Ideas in Indian Auto:Growth Outlook & Valuation-May 2025

Chief Executive Officer, Emmer Capital Partners Limited

Manishi Raychaudhuri

Chief Executive Officer

Emmer Capital Partners Limited

Emmer Capital Partners is an Asia Pacific focused financial advisory firm engaging in strategic financial asset allocation advice, bespoke thematic research and advising early-stage companies and connecting them to investors. Emmer Capital provides macro-economic and multi-asset investment strategy inputs to institutions, family offices, private wealth managers, private equity, and corporate boards directly and through independent research platforms. Emmer Capital also advises a wide range of startup companies on fund raising and business strategy. Emmer Capital's active engagement with the print and electronic media reaches a broad spectrum of investors across the globe.

Cross Asset Strategy

<ul>
<li>We launch the Emmer Capital Asia ex Japan Equity Model Portfolio. We shall measure the absolute and relative performance (vi-a-vis MSCI Asia-ex-Japan Index) of the portfolio and rebalance it monthly.</li>
<li>Our sector and market choices are governed by macro-economic and policy considerations. Asian consumption support, inflation divergence strengthening Asian currencies and market leading domestic exposures are some of the themes.</li>
<li>We are overweight HK/China, India, Korea; underweight Taiwan, ASEAN. We like consumer discretionary, communication services and technology, despite the latter's global footprint. We prefer high ROEs and dividend yields.</li>
</ul>


We launch the Emmer Capital Asia ex Japan Equity Model Portfolio. We shall measure the absolute and relative performance (vi-a-vis MSCI Asia-ex-Japan Index) of the portfolio and rebalance it monthly.
Our sector and market choices are governed by macro-economic and policy considerations. Asian consumption support, inflation divergence strengthening Asian currencies and market leading domestic exposures are some of the themes.
We are overweight HK/China, India, Korea; underweight Taiwan, ASEAN. We like consumer discretionary, communication services and technology, despite the latter's global footprint. We prefer high ROEs and dividend yields.


Asian Equities: Launching Our Asia Ex Japan Model Portfolio

<ul>
<li>India-UK FTA negotiations officially concluded May 6, 2025, securing tariff-free UK market access for many Indian goods.</li>
<li>Eliminating UK duties boosts Indian textile competitiveness significantly and improves mobility for service professionals, driving trade growth.</li>
<li>Increases optimism for Indian textile, IT, and export-focused stocks as the FTA unlocks substantial new opportunities.</li>
</ul>


India-UK FTA negotiations officially concluded May 6, 2025, securing tariff-free UK market access for many Indian goods.
Eliminating UK duties boosts Indian textile competitiveness significantly and improves mobility for service professionals, driving trade growth.
Increases optimism for Indian textile, IT, and export-focused stocks as the FTA unlocks substantial new opportunities.


India-UK FTA: Early Thoughts on Trade and Opportunity

India

Mahindra & Mahindra is a prominent Indian multinational manufacturing corporation. It is a leading global manufacturer of tractors and a major producer of SUVs, commercial vehicles, and two-wheelers. Headquartered in Mumbai, India, the company was founded on October 2, 1945.

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Mahindra & Mahindra (MM IN)

Rare Earth Export Curbs from China: Assessing the Risk for India’s Auto Industry

India's automotive sector faces risk from China's rare earth element export restrictions, with passenger vehicles most exposed.

Nimish Maheshwari

BAIC Enters Indian Commercial Vehicle Market - Implications

The stock is looking to close another 17% up today post the 20% upper freeze on the day of announcement. The company has released a business update...

Sreemant Dudhoria

Shortlist Of High Conviction Long and Short Ideas in Indian Auto:Growth Outlook & Valuation-May 2025

Highlights Indian Auto companies based on value, growth triggers and management commentary post Q4FY25 results. Stocks categorized as BUY, SELL...

Sreemant Dudhoria

Asian Equities: Launching Our Asia Ex Japan Model Portfolio

Emmer Capital's Asia ex JP Equity Model Portfolio is Overwt on HK/CN, India, Korea & underwt Taiwan, ASEAN. We like consumer discretionary, comm...

Manishi Raychaudhuri

India-UK FTA: Early Thoughts on Trade and Opportunity

India and UK finalize FTA, granting tariff-free access for Indian goods, boosting textile and service sectors, and sparking optimism for export...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Rare Earth Export Curbs from China: Assessing the Risk for India’s Auto Industry

​India's automotive sector faces risk from China's rare earth element export restrictions, with passenger vehicles most exposed.

Nimish Maheshwari

BAIC Enters Indian Commercial Vehicle Market - Implications

The stock is looking to close another 17% up today post the 20% upper freeze on the day of announcement. The company has released a business update...

Sreemant Dudhoria

Shortlist Of High Conviction Long and Short Ideas in Indian Auto:Growth Outlook & Valuation-May 2025

​Highlights Indian Auto companies based on value, growth triggers and management commentary post Q4FY25 results. Stocks categorized as BUY, SELL...

Sreemant Dudhoria

Asian Equities: Launching Our Asia Ex Japan Model Portfolio

Emmer Capital's Asia ex JP Equity Model Portfolio is Overwt on HK/CN, India, Korea & underwt Taiwan, ASEAN. We like consumer discretionary, comm...

Manishi Raychaudhuri

India-UK FTA: Early Thoughts on Trade and Opportunity

​India and UK finalize FTA, granting tariff-free access for Indian goods, boosting textile and service sectors, and sparking optimism for export...

Nimish Maheshwari

India's automotive sector faces risk from China's rare earth element export restrictions, with passenger vehicles most exposed.

Highlights Indian Auto companies based on value, growth triggers and management commentary post Q4FY25 results. Stocks categorized as BUY, SELL...

India and UK finalize FTA, granting tariff-free access for Indian goods, boosting textile and service sectors, and sparking optimism for export...