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>India’s data centre theme has entered a new phase, with Reliance-Meta’s 168 MW Jamnagar deal, Adani’s 5 GW ambition, and Airtel Nxtra’s USD 1 billion fundraise.</li>
<li>India’s operational data centre capacity is now estimated around 1.5-1.7 GW, with AI, cloud, data localisation and hyperscaler demand driving large investment commitments.</li>
<li>A complete value-chain view covering land, power, cooling, backup systems, fibre, AI compute, EPC and colocation- and where listed Indian companies fit.</li>
</ul>


India’s data centre theme has entered a new phase, with Reliance-Meta’s 168 MW Jamnagar deal, Adani’s 5 GW ambition, and Airtel Nxtra’s USD 1 billion fundraise.
India’s operational data centre capacity is now estimated around 1.5-1.7 GW, with AI, cloud, data localisation and hyperscaler demand driving large investment commitments.
A complete value-chain view covering land, power, cooling, backup systems, fibre, AI compute, EPC and colocation- and where listed Indian companies fit.


India’s Data Center Build-Out: AI, Power and the Road from 350 MW to 7 GW

Writing about Companies with an Unfair Advantage, Unfair Advantage

Unfair Advantage

Writing about Companies with an Unfair Advantage

I write about companies that have an unfair advantage. I might invest in them as well.

<ul><li>You can call me AK. My previous job was fixing companies and advising PE firms.</li><li>I live in Ireland with my wife, 2 dogs and a baby on the way. For my 9-5, I work for a semiconductor company and investing is my 5-9.</li><li>Before this, I used to be a management consultant with Bain &amp; Company working mostly on competitive and growth strategy &amp; Private Equity deals. </li></ul>

You can call me AK. My previous job was fixing companies and advising PE firms.I live in Ireland with my wife, 2 dogs and a baby on the way. For my 9-5, I work for a semiconductor company and investing is my 5-9.Before this, I used to be a management consultant with Bain &amp; Company working mostly on competitive and growth strategy &amp; Private Equity deals. 

I investigate companies for a living (sort of)

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

<ul>
<li>We tracked AI models, infrastructure, and M&amp;A; this week: Fable 5 launched, then Anthropic suspended foreign access after a jailbreak claim.</li>
<li>China labs launches GLM-5.2, Kimi K2.7-Code; MiniMax M3 opened parameter; Tencent's WeChat AI beta, and Xiaomi developer tools.</li>
<li>Moonshot sought a $30bn valuation, Mistral pursued funding, and OpenRouter showed 44.7T weekly tokens with Anthropic leading estimated revenue.</li>
</ul>


We tracked AI models, infrastructure, and M&amp;A; this week: Fable 5 launched, then Anthropic suspended foreign access after a jailbreak claim.
China labs launches GLM-5.2, Kimi K2.7-Code; MiniMax M3 opened parameter; Tencent's WeChat AI beta, and Xiaomi developer tools.
Moonshot sought a $30bn valuation, Mistral pursued funding, and OpenRouter showed 44.7T weekly tokens with Anthropic leading estimated revenue.


This Week in AI (Jun 8-14): Claude's Fable 5 Launched, Jailbreaked, Export Banned; GLM-5.2/Kimi 2.7

<ul>
<li>We tracked AI models, infrastructure, and M&amp;A; this week: Anthropic filed for IPO while Alphabet and Meta moved AI capex toward equity markets.</li>
<li>MiniMax launched M3 at low-cost GPT-5.5 comps, while Tencent, Alibaba, and Moonshot pushed China agent and multimodal products.</li>
<li>Nvidia moved Vera Rubin into production, US export rules tightened chip access, and DeepSeek prepared its first external funding round.</li>
</ul>


We tracked AI models, infrastructure, and M&amp;A; this week: Anthropic filed for IPO while Alphabet and Meta moved AI capex toward equity markets.
MiniMax launched M3 at low-cost GPT-5.5 comps, while Tencent, Alibaba, and Moonshot pushed China agent and multimodal products.
Nvidia moved Vera Rubin into production, US export rules tightened chip access, and DeepSeek prepared its first external funding round.


This Week in AI (Jun 1-6): Anthropic IPO Filing; Alphabet and Meta Tap Equity; MiniMax Launches M3

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Commodities

<ul>
<li>A review of recent events/data impacting our investment themes and outlook</li>
<li>Comex Copper premium to LME widens again as tariff deadline looms</li>
<li>What the massive equity issuance tells us about the state of the markets</li>
</ul>


A review of recent events/data impacting our investment themes and outlook
Comex Copper premium to LME widens again as tariff deadline looms
What the massive equity issuance tells us about the state of the markets


United States

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

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Microsoft Corp (MSFT US)

India’s Data Center Build-Out: AI, Power and the Road from 350 MW to 7 GW

India's data centre industry is booming with major deals and investments, driven by demand for AI, cloud, data localisation, and hyperscalers.

Sudarshan Bhandari

I investigate companies for a living (sort of)

I start reading books on the company, biographies of their CEO, arcane unknown interviews that lie in a forgotten corner of the internet and talk...

Unfair Advantage

This Week in AI (Jun 8-14): Claude's Fable 5 Launched, Jailbreaked, Export Banned; GLM-5.2/Kimi 2.7

This week in AI: Fable 5 launched then faced US export control; GLM-5.2 and Kimi K2.7-Code launched; OpenRouter shows 44.7T weekly tokens.

Ke Yan, CFA, FRM

This Week in AI (Jun 1-6): Anthropic IPO Filing; Alphabet and Meta Tap Equity; MiniMax Launches M3

This Week in AI (Jun 1-6): Anthropic files for IPO; Alphabet and Meta tap equities; MiniMax launches M3 at GTP-5.5 comps.

Ke Yan, CFA, FRM

Overview #63 – Feeding the Ducks

A review of recent events/data impacting our investment themes and outlook. We look at the rise in Comex copper premiums, a closer look at the...

Rikki Malik

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

India’s Data Center Build-Out: AI, Power and the Road from 350 MW to 7 GW

​India's data centre industry is booming with major deals and investments, driven by demand for AI, cloud, data localisation, and hyperscalers.

Sudarshan Bhandari

I investigate companies for a living (sort of)

I start reading books on the company, biographies of their CEO, arcane unknown interviews that lie in a forgotten corner of the internet and talk...

Unfair Advantage

This Week in AI (Jun 8-14): Claude's Fable 5 Launched, Jailbreaked, Export Banned; GLM-5.2/Kimi 2.7

This week in AI: Fable 5 launched then faced US export control; GLM-5.2 and Kimi K2.7-Code launched; OpenRouter shows 44.7T weekly tokens.

Ke Yan, CFA, FRM

This Week in AI (Jun 1-6): Anthropic IPO Filing; Alphabet and Meta Tap Equity; MiniMax Launches M3

This Week in AI (Jun 1-6): Anthropic files for IPO; Alphabet and Meta tap equities; MiniMax launches M3 at GTP-5.5 comps.

Ke Yan, CFA, FRM

Overview #63 – Feeding the Ducks

A review of recent events/data impacting our investment themes and outlook. We look at the rise in Comex copper premiums, a closer look at the...

Rikki Malik

India's data centre industry is booming with major deals and investments, driven by demand for AI, cloud, data localisation, and hyperscalers.