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>FII flows still influence market trends, even as domestic flows have gained prominence, especially during global macro uncertainty. </li>
<li>Current correction is in line with past episodes, both in terms of depth and scale of selling, suggesting we may be closer to the mature phase of the downturn.</li>
<li>We did data deep dive of FII flows how it has impacted markets in past and what it means for future.</li>
</ul>


FII flows still influence market trends, even as domestic flows have gained prominence, especially during global macro uncertainty. 
Current correction is in line with past episodes, both in terms of depth and scale of selling, suggesting we may be closer to the mature phase of the downturn.
We did data deep dive of FII flows how it has impacted markets in past and what it means for future.


Thematic Report : Decoding FII Flows; What History, Market Cycles, and Stock-Level Data Tell Us

Derivatives and Quantitative Strategist

Gaudenz Schneider

Event-Driven

<ul>
<li>Central banks globally are making rate decisions, with the Fed holding steady while Sweden, Switzerland, Taiwan, and the UK announce their decisions today.</li>
<li>Mexico and Canada are central banks to watch, with Fitch forecasting both economies to enter recession in 2025 due to their high US trade exposure.</li>
<li>The US's global reciprocal tariffs, set to be revealed on April 2, have significant implications for the global economy, with the potential to influence central bank policies worldwide.</li>
</ul>


Central banks globally are making rate decisions, with the Fed holding steady while Sweden, Switzerland, Taiwan, and the UK announce their decisions today.
Mexico and Canada are central banks to watch, with Fitch forecasting both economies to enter recession in 2025 due to their high US trade exposure.
The US's global reciprocal tariffs, set to be revealed on April 2, have significant implications for the global economy, with the potential to influence central bank policies worldwide.


Central Banks Hold Steady Amid Global Economic Uncertainty

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>India’s equity market has witnessed a noticeable shift in portfolio allocations, both among institutional and retail investors.</li>
<li>The traditional concentration in Nifty50 and top-decile large-cap companies is gradually increasing exposure toward midcap and small-cap stocks.</li>
<li>While this transition increases market depth and breadth, it also introduces new challenges around volatility and liquidity management, especially in sharp corrections.</li>
</ul>


India’s equity market has witnessed a noticeable shift in portfolio allocations, both among institutional and retail investors.
The traditional concentration in Nifty50 and top-decile large-cap companies is gradually increasing exposure toward midcap and small-cap stocks.
While this transition increases market depth and breadth, it also introduces new challenges around volatility and liquidity management, especially in sharp corrections.


Charted Insights: A Structural Shift; The Rise of Midcap and Small-Cap Allocations in India

Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Macroeconomics

<ul>
<li>CPI inflation receded to 3.6%YoY in Feb'25, as big MoM declines in vegetable prices brought F&amp;B inflation down to 3.8%YoY. Tame food inflation will allow 3.2%YoY headline inflation in Apr-Dec'25. </li>
<li>Energy deflation will end in Mar'25, and non-food inflation will edge up marginally, but food inflation likely to be lower than 3.5%YoY for the next half-year amid tame vegetable inflation.</li>
<li>Policy rate to decline 25bp at each of the next 3 MPC meetings, and another 25bp by Dec'25. Normalized interest rates will enable RGDP's return to 8% growth in FY26. </li>
</ul>


CPI inflation receded to 3.6%YoY in Feb'25, as big MoM declines in vegetable prices brought F&amp;B inflation down to 3.8%YoY. Tame food inflation will allow 3.2%YoY headline inflation in Apr-Dec'25. 
Energy deflation will end in Mar'25, and non-food inflation will edge up marginally, but food inflation likely to be lower than 3.5%YoY for the next half-year amid tame vegetable inflation.
Policy rate to decline 25bp at each of the next 3 MPC meetings, and another 25bp by Dec'25. Normalized interest rates will enable RGDP's return to 8% growth in FY26. 


India: Inflation Likely Averaging 3.2%YoY in Apr-Dec'25 Will Allow 100bp of Rate Cuts

<ul>
<li>Indian equities have seen a broad-based correction, with the Nifty-50 down ~16% from its peak, driven by weak earnings, heavy FII outflows, and global uncertainty. </li>
<li>However, multiple indicators—from easing valuations and supportive policies to an expected earnings rebound—suggest the correction may be nearing its end. </li>
<li>This blog explores past correction trends and key signals pointing to a potential market reversal in FY26.</li>
</ul>


Indian equities have seen a broad-based correction, with the Nifty-50 down ~16% from its peak, driven by weak earnings, heavy FII outflows, and global uncertainty. 
However, multiple indicators—from easing valuations and supportive policies to an expected earnings rebound—suggest the correction may be nearing its end. 
This blog explores past correction trends and key signals pointing to a potential market reversal in FY26.


Charted Insights: A Deeper Look into Indian Market’s Historical Corrections

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
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S&P BSE SENSEX Index (SENSEX INDEX EQUITY)

Thematic Report : Decoding FII Flows; What History, Market Cycles, and Stock-Level Data Tell Us

FII flows continue to impact market trends amid global uncertainty, with current correction resembling past downturns, signaling a potential...

Nimish Maheshwari

Central Banks Hold Steady Amid Global Economic Uncertainty

Reminder. China Mobile (941 HK) will release 2024 results tonight at 19:00h (HK time) and announce their dividend. Large volume traded yesterday in...

Gaudenz Schneider

Charted Insights: A Structural Shift; The Rise of Midcap and Small-Cap Allocations in India

India's equity market is seeing a shift towards midcap and small-cap stocks, increasing market depth but also posing challenges in volatility and...

Sudarshan Bhandari

India: Inflation Likely Averaging 3.2%YoY in Apr-Dec'25 Will Allow 100bp of Rate Cuts

Feb'25 CPI inflation at 3.6%YoY due to lower food prices, expected to stay below 3.5%YoY for next 6 months. Policy rate to decline by 100bp in Apr...

Prasenjit K. Basu

Charted Insights: A Deeper Look into Indian Market’s Historical Corrections

Indian equities have experienced a significant correction due to weak earnings, FII outflows, and global uncertainty, but indicators suggest a...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Thematic Report : Decoding FII Flows; What History, Market Cycles, and Stock-Level Data Tell Us

​FII flows continue to impact market trends amid global uncertainty, with current correction resembling past downturns, signaling a potential...

Nimish Maheshwari

Central Banks Hold Steady Amid Global Economic Uncertainty

Reminder. China Mobile (941 HK) will release 2024 results tonight at 19:00h (HK time) and announce their dividend. Large volume traded yesterday in...

Gaudenz Schneider

Charted Insights: A Structural Shift; The Rise of Midcap and Small-Cap Allocations in India

​India's equity market is seeing a shift towards midcap and small-cap stocks, increasing market depth but also posing challenges in volatility and...

Sudarshan Bhandari

India: Inflation Likely Averaging 3.2%YoY in Apr-Dec'25 Will Allow 100bp of Rate Cuts

​Feb'25 CPI inflation at 3.6%YoY due to lower food prices, expected to stay below 3.5%YoY for next 6 months. Policy rate to decline by 100bp in Apr...

Prasenjit K. Basu

Charted Insights: A Deeper Look into Indian Market’s Historical Corrections

​Indian equities have experienced a significant correction due to weak earnings, FII outflows, and global uncertainty, but indicators suggest a...

Nimish Maheshwari

FII flows continue to impact market trends amid global uncertainty, with current correction resembling past downturns, signaling a potential...

India's equity market is seeing a shift towards midcap and small-cap stocks, increasing market depth but also posing challenges in volatility and...

Feb'25 CPI inflation at 3.6%YoY due to lower food prices, expected to stay below 3.5%YoY for next 6 months. Policy rate to decline by 100bp in Apr...

Indian equities have experienced a significant correction due to weak earnings, FII outflows, and global uncertainty, but indicators suggest a...