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>
<a href="https://www.smartkarma.com/entities/nesco-ltd" target="_blank" data-smartkarma-citation="entities:13095:1" rel="noopener">Nesco Ltd (NSE IN)</a>’s FY26 income crossed INR 1,032 crore, led by 100% leased IT Park towers, Hall 6 ramp-up, and Foods revenue doubling to INR 238 crore.</li>
<li>Its 65-acre Goregaon land bank has 86% unused FSI, creating rare Mumbai real-estate optionality with debt-free, high-margin operating cashflows.</li>
<li>: Nesco is not just a rental business anymore; Tower 2, BEC expansion and Foods can drive the next compounding phase.</li>
</ul>



Nesco Ltd (NSE IN)’s FY26 income crossed INR 1,032 crore, led by 100% leased IT Park towers, Hall 6 ramp-up, and Foods revenue doubling to INR 238 crore.
Its 65-acre Goregaon land bank has 86% unused FSI, creating rare Mumbai real-estate optionality with debt-free, high-margin operating cashflows.
: Nesco is not just a rental business anymore; Tower 2, BEC expansion and Foods can drive the next compounding phase.


NESCO Limited: The Mumbai's Most Underrated Landlord.

Cross-Asset Liquidity Strategist, CrossBorder Capital

Michael J. Howell

Cross-Asset Liquidity Strategist

Implementing Research Using Alt Data & AI

CrossBorder Capital

CrossBorder Capital is a London-based independent investment advisory firm. Founded in 1996, it exploits a gap in the investment arena by focusing on Central bank liquidity. 

It specialises in the monitoring and analysis of global liquidity flows - an important determinant of asset prices, from currencies through to bonds, equities and real estate.

CrossBorder Capital implements its investment strategy and currently manages over US$ 350m.


Cross Asset Strategy

<ul>
<li>QE4 on-going: World Central Banks' balance sheets rising 5% annualised clip</li>
<li>US Federal Reserve balance sheet besting all-comers with a whopping near-23% growth rate</li>
<li>This liquidity surge is bond negative, but positive for risk assets: Risk-On</li>
<li>There could be favorable liquidity spill-overs for Emerging Markets and China in 2020</li>
</ul>


QE4 on-going: World Central Banks' balance sheets rising 5% annualised clip
US Federal Reserve balance sheet besting all-comers with a whopping near-23% growth rate
This liquidity surge is bond negative, but positive for risk assets: Risk-On
There could be favorable liquidity spill-overs for Emerging Markets and China in 2020


Did You Know? US Fed’s Balance Sheet Expanding At 23% Annualised Clip

<ul>
<li>This is a Risk-on market</li>
<li>
US dollar weakness could finally persuade the many risk-adverse investors to move risk-on</li>
<li>US dollar weakness depends to a great extent on cross-border capital flows
</li>
<li>Latest October (preliminary) data confirm that net capital inflows into the US peaked in August 2019
</li>
</ul>


This is a Risk-on market

US dollar weakness could finally persuade the many risk-adverse investors to move risk-on
US dollar weakness depends to a great extent on cross-border capital flows

Latest October (preliminary) data confirm that net capital inflows into the US peaked in August 2019



Are Capital Flows Into The US Dollar Peaking?

Macroeconomics

<ul>
<li>Global Liquidity has turned sharply higher</li>
<li>US Fed and ECB are driving a new QE4 (quantitative easing)</li>
<li>Bullish for risk assets, such as gold and DM equities</li>
<li>World economy likely close to an upward turning point</li>
<li>China is lagging. No evidence yet that PBoC is easing</li>
</ul>


Global Liquidity has turned sharply higher
US Fed and ECB are driving a new QE4 (quantitative easing)
Bullish for risk assets, such as gold and DM equities
World economy likely close to an upward turning point
China is lagging. No evidence yet that PBoC is easing


<ul>
<li>US Fed announces QE4 in all but name</li>
<li>Decision to expand balance sheet by US$60 billion/ month via repos</li>
<li>Balance sheet will have to grow by at least another US$300-500 billion, ie circa 20%</li>
<li>This is a major warning for bonds. Previous QEs saw 100-150bp added to yields</li>
</ul>


US Fed announces QE4 in all but name
Decision to expand balance sheet by US$60 billion/ month via repos
Balance sheet will have to grow by at least another US$300-500 billion, ie circa 20%
This is a major warning for bonds. Previous QEs saw 100-150bp added to yields


The Fed Throws in the Powell (Err Towel) ... QE4 Is Here!

United States

MSCI Inc. provides investment decision support tools to investment institutions worldwide. The Company produces indices and risk and return portfolio analytics for use in managing investment portfolios.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

MSCI Inc (MSCI US)

NESCO Limited: The Mumbai's Most Underrated Landlord.

Nesco sees strong revenue growth in FY26, with potential for further expansion in FY27 through new approvals and untapped FSI at Goregaon Campus.

Nimish Maheshwari

Did You Know? US Fed’s Balance Sheet Expanding At 23% Annualised Clip

QE4 on-going: World Central Banks' balance sheets rising 5% annualised clip US Federal Reserve balance sheet besting all-comers with a whopping...

Michael J. Howell

Are Capital Flows Into The US Dollar Peaking?

This is a Risk-on market US dollar weakness could finally persuade the many risk-adverse investors to move risk-on US dollar weakness depends to...

Michael J. Howell

Global Liquidity Surges

Global Liquidity has turned sharply higher US Fed and ECB are driving a new QE4 (quantitative easing) Bullish for risk assets, such as gold and DM...

Michael J. Howell

The Fed Throws in the Powell (Err Towel) ... QE4 Is Here!

US Fed announces QE4 in all but name Decision to expand balance sheet by US$60 billion/ month via repos Balance sheet will have to grow by at...

Michael J. Howell

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

NESCO Limited: The Mumbai's Most Underrated Landlord.

​Nesco sees strong revenue growth in FY26, with potential for further expansion in FY27 through new approvals and untapped FSI at Goregaon Campus.

Nimish Maheshwari

Did You Know? US Fed’s Balance Sheet Expanding At 23% Annualised Clip

QE4 on-going: World Central Banks' balance sheets rising 5% annualised clip US Federal Reserve balance sheet besting all-comers with a whopping...

Michael J. Howell

Are Capital Flows Into The US Dollar Peaking?

This is a Risk-on market US dollar weakness could finally persuade the many risk-adverse investors to move risk-on US dollar weakness depends to...

Michael J. Howell

Global Liquidity Surges

Global Liquidity has turned sharply higher US Fed and ECB are driving a new QE4 (quantitative easing) Bullish for risk assets, such as gold and DM...

Michael J. Howell

The Fed Throws in the Powell (Err Towel) ... QE4 Is Here!

US Fed announces QE4 in all but name Decision to expand balance sheet by US$60 billion/ month via repos Balance sheet will have to grow by at...

Michael J. Howell

Nesco sees strong revenue growth in FY26, with potential for further expansion in FY27 through new approvals and untapped FSI at Goregaon Campus.