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>The Indian market saw correction due to a lower mandate for the ruling government in the current elections hinting towards moderate policy-level reforms. </li>
<li>Election outcome is having impact on ruling government's various agendas and reforms.</li>
<li>Historical trends suggest this crisis creates opportunities for long term investing</li>
</ul>


The Indian market saw correction due to a lower mandate for the ruling government in the current elections hinting towards moderate policy-level reforms. 
Election outcome is having impact on ruling government's various agendas and reforms.
Historical trends suggest this crisis creates opportunities for long term investing


Thematic: India Elections and Crisis Investing

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>JSW launches coated steel product to substitute imports which has market of INR 2200 crore</li>
<li>Adani may tie up with Japan for renewable energy post-meeting between officials</li>
<li>FII short position highest before election results; India Q4 GDP beat analyst estimates</li>
</ul>


JSW launches coated steel product to substitute imports which has market of INR 2200 crore
Adani may tie up with Japan for renewable energy post-meeting between officials
FII short position highest before election results; India Q4 GDP beat analyst estimates


#5 India Insights: JSW Steel New Product, Adani-Japan May Tie Up, FII Shorts, India GDP

<ul>
<li>S&amp;P Upgrades India's Outlook: Positive Signals for the Indian Economy</li>
<li>Jio Financial Services Launches 'JioFinance' App: A Leap Towards Digital Financial Inclusion</li>
<li>Adani Green ambitions are running short says global analyst; raising concern on capital and returns</li>
</ul>


S&amp;P Upgrades India's Outlook: Positive Signals for the Indian Economy
Jio Financial Services Launches 'JioFinance' App: A Leap Towards Digital Financial Inclusion
Adani Green ambitions are running short says global analyst; raising concern on capital and returns


#4 India Insight: India Gets S&P Upgrade, Adani Green Ambition Creates Doubt, Jio App Launch

<ul>
<li>JLR to produce cars in India but for the first time</li>
<li>Reliance - Airtel may tussle on the African Markets after Indian Market</li>
<li>FII may show interest to Indian Markets to reap benefits of demographic dividends</li>
</ul>


JLR to produce cars in India but for the first time
Reliance - Airtel may tussle on the African Markets after Indian Market
FII may show interest to Indian Markets to reap benefits of demographic dividends


#1 India Insights : Tata Motors-JLR Strengthens Tie Ups, Reliance-Airtel Tussle and Macro Insights

Head of Trading/ Partner, AceGama Advisors

Sankalp Singh

Head of Trading/ Partner

Proprietary Trading Desk

AceGama Advisors

Trading desk specializing in the Listed & OTC options strategies for risk management & investment purposes.

Equity Derivatives

<ul>
<li>Multiple factors help IVs stabilize after last week's spike. "High &amp; Up" vol state to persist until elections results on 04-June-2024.</li>
<li>SEBI makes changes to Dynamic Price-band Mechanism. Will impact options market-making &amp; should have an overall Vol suppressing effect. </li>
<li>Nifty50 10-delta Risk-reversals extend to -8.5% as the Index reaches 23000. Risk-premia favouring puts over calls is looking over-extended.</li>
</ul>


Multiple factors help IVs stabilize after last week's spike. "High &amp; Up" vol state to persist until elections results on 04-June-2024.
SEBI makes changes to Dynamic Price-band Mechanism. Will impact options market-making &amp; should have an overall Vol suppressing effect. 
Nifty50 10-delta Risk-reversals extend to -8.5% as the Index reaches 23000. Risk-premia favouring puts over calls is looking over-extended.


EQD / NSE Volatility Update / 20-May-24 to 24-May-24

India

The NIFTY 50 index is National Stock Exchange of India's benchmark stock market index for Indian equity market. Nifty is owned and managed by India Index Services and Products (IISL), which is a wholly owned subsidiary of the NSE Strategic Investment Corporation Limited.

NIFTY Index (NIFTY INDEX)

Thematic: India Elections and Crisis Investing

Indian market correction post-elections signals potential for moderate policy reforms, impacting ruling government's agendas. Historical trends...

Nimish Maheshwari

#5 India Insights: JSW Steel New Product, Adani-Japan May Tie Up, FII Shorts, India GDP

India Insights : JSW introduces coated steel product to reduce imports, Adani considers partnership with Japan for renewable energy, FII short...

Sudarshan Bhandari

#4 India Insight: India Gets S&P Upgrade, Adani Green Ambition Creates Doubt, Jio App Launch

India Inisght : S&P upgrades India's outlook, JioFinance app launched for digital financial inclusion, concerns raised over Adani Green's ambitions.

Sudarshan Bhandari

#1 India Insights : Tata Motors-JLR Strengthens Tie Ups, Reliance-Airtel Tussle and Macro Insights

Big Insights on India : JLR to begin car production in India, Reliance and Airtel may compete in African markets, and FIIs eye Indian markets for...

Sudarshan Bhandari

EQD / NSE Volatility Update / 20-May-24 to 24-May-24

IVs stabilize post-spike but high vol state will last until election results. SEBI changes to impact options market-making, Nifty50 risk-reversals...

AceGama Advisors

Thematic: India Elections and Crisis Investing

​Indian market correction post-elections signals potential for moderate policy reforms, impacting ruling government's agendas. Historical trends...

Nimish Maheshwari

#5 India Insights: JSW Steel New Product, Adani-Japan May Tie Up, FII Shorts, India GDP

​India Insights : JSW introduces coated steel product to reduce imports, Adani considers partnership with Japan for renewable energy, FII short...

Sudarshan Bhandari

#4 India Insight: India Gets S&P Upgrade, Adani Green Ambition Creates Doubt, Jio App Launch

India Inisght : ​S&P upgrades India's outlook, JioFinance app launched for digital financial inclusion, concerns raised over Adani Green's ambitions.

Sudarshan Bhandari

#1 India Insights : Tata Motors-JLR Strengthens Tie Ups, Reliance-Airtel Tussle and Macro Insights

​Big Insights on India : JLR to begin car production in India, Reliance and Airtel may compete in African markets, and FIIs eye Indian markets for...

Sudarshan Bhandari

EQD / NSE Volatility Update / 20-May-24 to 24-May-24

​IVs stabilize post-spike but high vol state will last until election results. SEBI changes to impact options market-making, Nifty50 risk-reversals...

AceGama Advisors

Indian market correction post-elections signals potential for moderate policy reforms, impacting ruling government's agendas. Historical trends...

India Insights : JSW introduces coated steel product to reduce imports, Adani considers partnership with Japan for renewable energy, FII short...

India Inisght : S&P upgrades India's outlook, JioFinance app launched for digital financial inclusion, concerns raised over Adani Green's ambitions.

Big Insights on India : JLR to begin car production in India, Reliance and Airtel may compete in African markets, and FIIs eye Indian markets for...

IVs stabilize post-spike but high vol state will last until election results. SEBI changes to impact options market-making, Nifty50 risk-reversals...