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.

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Thematic (Sector/Industry)

<ul>
<li>Economic growth leads to increased discretionary consumption, with higher income levels driving demand for a broader and more sophisticated range of consumer goods. </li>
<li>This pattern suggests opportunities for businesses to innovate and expand their offerings as economies develop.</li>
<li>With economic progress and higher incomes (US$ 5,000 and beyond), consumers begin to spend more on mobility and durable goods.</li>
</ul>


Economic growth leads to increased discretionary consumption, with higher income levels driving demand for a broader and more sophisticated range of consumer goods. 
This pattern suggests opportunities for businesses to innovate and expand their offerings as economies develop.
With economic progress and higher incomes (US$ 5,000 and beyond), consumers begin to spend more on mobility and durable goods.


Charted Insights: How Rising Per Capita Incomes Shape Discretionary Consumption in India?

<ul>
<li>Budget 2025 announced today is more focus on consumption rather than capex with focus on inclusive growth.</li>
<li>No major capex and structural changes were announced in the Budget which was led to lower expectations from capital goods.</li>
<li>Changes in taxation on personal income tax will be key to monitor.</li>
</ul>


Budget 2025 announced today is more focus on consumption rather than capex with focus on inclusive growth.
No major capex and structural changes were announced in the Budget which was led to lower expectations from capital goods.
Changes in taxation on personal income tax will be key to monitor.


Budget 2025-26: Top Themes / Sectors to Watch

<ul>
<li>India's quick commerce sector is rapidly growing, with a 2024 market value of $3.34 billion  </li>
<li>The report deep dives into How quick commerce is shaping grocery landscape in India</li>
<li>This will also take you through how its impacting FMCG companies.</li>
</ul>


India's quick commerce sector is rapidly growing, with a 2024 market value of $3.34 billion  
The report deep dives into How quick commerce is shaping grocery landscape in India
This will also take you through how its impacting FMCG companies.


Quick Commerce 2024: Reshaping India's Grocery Landscape

<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

India

Nifty Consumption Index: designed to reflect the behaviour & performance of a diversified portfolio of companies representing the domestic consumption sector which includes sectors like Consumer Non- durables, Healthcare, Auto, Telecom Services, Phar maceuticals, Hotels, Media & Entertainment, etc

Nifty Consumption Index (NSECON INDEX)

Charted Insights: How Rising Per Capita Incomes Shape Discretionary Consumption in India?

Economic growth spurs higher income levels, leading to increased demand for a wider variety of consumer goods and opportunities for businesses to...

Nimish Maheshwari

Budget 2025-26: Top Themes / Sectors to Watch

Budget 2025 prioritizes consumption over capital expenditure for inclusive growth, with no major capex or structural changes. Personal income tax...

Nimish Maheshwari

Quick Commerce 2024: Reshaping India's Grocery Landscape

India's quick commerce sector is booming, set to reach a market value of $3.34 billion by 2024, reshaping the grocery landscape and impacting FMCG...

Nimish Maheshwari

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

Charted Insights: How Rising Per Capita Incomes Shape Discretionary Consumption in India?

​Economic growth spurs higher income levels, leading to increased demand for a wider variety of consumer goods and opportunities for businesses to...

Nimish Maheshwari

Budget 2025-26: Top Themes / Sectors to Watch

​Budget 2025 prioritizes consumption over capital expenditure for inclusive growth, with no major capex or structural changes. Personal income tax...

Nimish Maheshwari

Quick Commerce 2024: Reshaping India's Grocery Landscape

​India's quick commerce sector is booming, set to reach a market value of $3.34 billion by 2024, reshaping the grocery landscape and impacting FMCG...

Nimish Maheshwari

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

Economic growth spurs higher income levels, leading to increased demand for a wider variety of consumer goods and opportunities for businesses to...

Budget 2025 prioritizes consumption over capital expenditure for inclusive growth, with no major capex or structural changes. Personal income tax...

India's quick commerce sector is booming, set to reach a market value of $3.34 billion by 2024, reshaping the grocery landscape and impacting FMCG...

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