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>For the first time since 2006, individual investors—through both direct holdings and mutual fund participation—now collectively own a larger share of the Indian stock market than foreign portfolio investors (FPIs). </li>
<li>This milestone reflects not just a cyclical trend but a fundamental shift in market ownership, behaviour, and breadth of participation. </li>
<li>Driven by sustained SIP flows, government disinvestments, regulatory changes, and the broad underperformance of large-cap names, Indian investors are now not just participants, but market shapers.</li>
</ul>


For the first time since 2006, individual investors—through both direct holdings and mutual fund participation—now collectively own a larger share of the Indian stock market than foreign portfolio investors (FPIs). 
This milestone reflects not just a cyclical trend but a fundamental shift in market ownership, behaviour, and breadth of participation. 
Driven by sustained SIP flows, government disinvestments, regulatory changes, and the broad underperformance of large-cap names, Indian investors are now not just participants, but market shapers.


Thematic Report : The Rise of Domestic Capital in Indian Equities: Ownership, Breadth, and Maturity

Derivatives and Quantitative Strategist

Gaudenz Schneider

Macroeconomics

<ul>
<li>
India: RBI rate decision on 9 April, 0.25% cut expected.</li>
<li>
CPI Release: Several economies release CPI data next week, while central banks update their forecasts and scenarios with the recently released US tariffs.</li>
<li>
Monthly Option Expiries: in India (BSE Stock options), Japan (Nikkei, Topix, Stocks), and South Korea (Kospi 200). The BSE moved the expiry one day forward due to a holiday.</li>
</ul>



India: RBI rate decision on 9 April, 0.25% cut expected.

CPI Release: Several economies release CPI data next week, while central banks update their forecasts and scenarios with the recently released US tariffs.

Monthly Option Expiries: in India (BSE Stock options), Japan (Nikkei, Topix, Stocks), and South Korea (Kospi 200). The BSE moved the expiry one day forward due to a holiday.


Market Movers: Key Dates at a Glance (7 - 13 April)

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

Rikki Malik

Cross Asset Strategy

<ul>
<li>That “Oh sh#t moment” has just struck many investors in US markets</li>
<li>Within Hong Kong , Tech most at risk as investors take profit</li>
<li>Our alternative sector selection  has performed both absolutely and in relative terms</li>
</ul>


That “Oh sh#t moment” has just struck many investors in US markets
Within Hong Kong , Tech most at risk as investors take profit
Our alternative sector selection  has performed both absolutely and in relative terms


Investors Have that “Oh Sh#t Moment” - Part 1:  Hong Kong Strategy

<ul>
<li>In early 2025, former US President Donald Trump announced a new “Reciprocal Tariff Plan” as part of his economic strategy to address trade imbalances.</li>
<li>The plan involves levying additional tariffs on countries where the US runs a trade deficit, aimed at “equalizing” tariff rates between the US and its trading partners.</li>
<li>We analyze how the tariffs across major US trading partners will change post reciprocal tariffs.</li>
</ul>


In early 2025, former US President Donald Trump announced a new “Reciprocal Tariff Plan” as part of his economic strategy to address trade imbalances.
The plan involves levying additional tariffs on countries where the US runs a trade deficit, aimed at “equalizing” tariff rates between the US and its trading partners.
We analyze how the tariffs across major US trading partners will change post reciprocal tariffs.


Charted Insights: Understanding the Impact of the US Reciprocal Tariff Plan: A Data-Backed Breakdown

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>India's thriving trade relationship with the US has come under scrutiny following the announcement of the Reciprocal Tariff Plan by the US administration.</li>
<li>As the world's largest economy considers levelling tariff imbalances with trade partners, India — despite enjoying a trade surplus — faces only moderate risk. </li>
<li>Here's a detailed look into the numbers, categories, and sectors that matter</li>
</ul>


India's thriving trade relationship with the US has come under scrutiny following the announcement of the Reciprocal Tariff Plan by the US administration.
As the world's largest economy considers levelling tariff imbalances with trade partners, India — despite enjoying a trade surplus — faces only moderate risk. 
Here's a detailed look into the numbers, categories, and sectors that matter


Thematic Report : India–US Trade; Assessing the Impact of Reciprocal Tariffs on Indian Exports

India

The S&P BSE Sensex Index is a cap-weighted index. The index members have been selected on the basis of liquidity, depth, and floating-stock-adjustment depth and industry representation. Sensex has a base date and value of 100 in 1978-1979. The Index shifted to free-float methodology since 09/01/03. Please see {SNSXOLD Index <GO>} for mid-month options.

S&P BSE SENSEX Index (SENSEX INDEX EQUITY)

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

S&P BSE SENSEX Index (SENSEX INDEX EQUITY)

Thematic Report : The Rise of Domestic Capital in Indian Equities: Ownership, Breadth, and Maturity

Indian individual investors now own a larger share of the stock market than foreign portfolio investors, marking a fundamental shift in market...

Nimish Maheshwari

Market Movers: Key Dates at a Glance (7 - 13 April)

RBI expected to cut rates in India, CPI data and option expiries in focus for several economies next week. Exchange holiday in India.

Gaudenz Schneider

Investors Have that “Oh Sh#t Moment” - Part 1: Hong Kong Strategy

Investors in US markets face a sudden realization, with Hong Kong Tech most vulnerable as profit-taking occurs. Our alternative sector selection...

Rikki Malik

Charted Insights: Understanding the Impact of the US Reciprocal Tariff Plan: A Data-Backed Breakdown

Former President Trump's "Reciprocal Tariff Plan" aims to address trade imbalances by levying additional tariffs. Analysis shows how tariffs will...

Nimish Maheshwari

Thematic Report : India–US Trade; Assessing the Impact of Reciprocal Tariffs on Indian Exports

India's trade relationship with the US faces scrutiny with the Reciprocal Tariff Plan, but India's moderate risk due to trade surplus is analyzed...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Thematic Report : The Rise of Domestic Capital in Indian Equities: Ownership, Breadth, and Maturity

​Indian individual investors now own a larger share of the stock market than foreign portfolio investors, marking a fundamental shift in market...

Nimish Maheshwari

Market Movers: Key Dates at a Glance (7 - 13 April)

​RBI expected to cut rates in India, CPI data and option expiries in focus for several economies next week. Exchange holiday in India.

Gaudenz Schneider

Investors Have that “Oh Sh#t Moment” - Part 1: Hong Kong Strategy

​Investors in US markets face a sudden realization, with Hong Kong Tech most vulnerable as profit-taking occurs. Our alternative sector selection...

Rikki Malik

Charted Insights: Understanding the Impact of the US Reciprocal Tariff Plan: A Data-Backed Breakdown

​Former President Trump's "Reciprocal Tariff Plan" aims to address trade imbalances by levying additional tariffs. Analysis shows how tariffs will...

Nimish Maheshwari

Thematic Report : India–US Trade; Assessing the Impact of Reciprocal Tariffs on Indian Exports

​India's trade relationship with the US faces scrutiny with the Reciprocal Tariff Plan, but India's moderate risk due to trade surplus is analyzed...

Sudarshan Bhandari

Indian individual investors now own a larger share of the stock market than foreign portfolio investors, marking a fundamental shift in market...

RBI expected to cut rates in India, CPI data and option expiries in focus for several economies next week. Exchange holiday in India.

Investors in US markets face a sudden realization, with Hong Kong Tech most vulnerable as profit-taking occurs. Our alternative sector selection...

Former President Trump's "Reciprocal Tariff Plan" aims to address trade imbalances by levying additional tariffs. Analysis shows how tariffs will...

India's trade relationship with the US faces scrutiny with the Reciprocal Tariff Plan, but India's moderate risk due to trade surplus is analyzed...