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 global economic landscape is undergoing a significant transformation, marked by a phenomenon known as geo-economic fragmentation (GEF). </li>
<li>Between mid-October 2023 and mid-October 2024, the value of trade covered by new restrictions surged to USD 887.7 billion, a staggering half a trillion dollars more than the previous year. </li>
<li>The cost of trade fragmentation could range from 0.2% to 7% of the global GDP.</li>
</ul>


The global economic landscape is undergoing a significant transformation, marked by a phenomenon known as geo-economic fragmentation (GEF). 
Between mid-October 2023 and mid-October 2024, the value of trade covered by new restrictions surged to USD 887.7 billion, a staggering half a trillion dollars more than the previous year. 
The cost of trade fragmentation could range from 0.2% to 7% of the global GDP.


Thematic Report: Geo-Economic Fragmentation; The Start of a Trade War?

Derivatives and Quantitative Strategist

Gaudenz Schneider

Quantitative Analysis

<ul>
<li>This Insight presents intraday data to illustrate regional volatility moves over the past one and a half trading days. </li>
<li>Sunday’s US tariff announcement led to a global decline in equities and a spike in volatility on Monday. Asian indices began to recover today with a slight decrease in volatility.</li>
<li>Market reaction to Sunday's announcement was short-lived, so far, and the impact on implied volatility muted. The risk of a renewed volatility spike to or above Monday's intraday high's remains.</li>
</ul>


This Insight presents intraday data to illustrate regional volatility moves over the past one and a half trading days. 
Sunday’s US tariff announcement led to a global decline in equities and a spike in volatility on Monday. Asian indices began to recover today with a slight decrease in volatility.
Market reaction to Sunday's announcement was short-lived, so far, and the impact on implied volatility muted. The risk of a renewed volatility spike to or above Monday's intraday high's remains.


EQD Intraday | Tariff Tantrum Impact on Intraday Volatility

<ul>
<li>Budget FY26 treads a fine balance between promoting consumption without compromising on fiscal prudence and maintaining continuity on capex.  </li>
<li>This report highlights the sector and stock-specific impact of announcements</li>
<li>Nifty50 EPS growth will remain tepid but it could be much better in FY26E. Post the double-digit market correction, Nifty50 large caps seem less expensive (trading at &lt; +1 sd).</li>
</ul>


Budget FY26 treads a fine balance between promoting consumption without compromising on fiscal prudence and maintaining continuity on capex.  
This report highlights the sector and stock-specific impact of announcements
Nifty50 EPS growth will remain tepid but it could be much better in FY26E. Post the double-digit market correction, Nifty50 large caps seem less expensive (trading at &lt; +1 sd).


Thematic Report: Impact of Indian Budget 2025 on Sectors and Companies

<ul>
<li>The Economic Survey highlighted potential risks to India's stock market in 2025 due to high valuations and optimistic sentiments in the US. </li>
<li>India's growing retail investor base adds resilience, but many new investors lack experience with market corrections, increasing vulnerability to US market downturns.</li>
<li>The survey highlights the historical correlation between Indian and US equities, noting that Nifty 50 declined in 21 out of 22 instances when the S&amp;P 500 corrected by over 10%</li>
</ul>


The Economic Survey highlighted potential risks to India's stock market in 2025 due to high valuations and optimistic sentiments in the US. 
India's growing retail investor base adds resilience, but many new investors lack experience with market corrections, increasing vulnerability to US market downturns.
The survey highlights the historical correlation between Indian and US equities, noting that Nifty 50 declined in 21 out of 22 instances when the S&amp;P 500 corrected by over 10%


Economic Survey Highlights Potential Risk for the Indian Stock Market

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>Substantial reduction of tax rates for all income-tax payers will provide a robust boost to private consumption (PCE) in FY26, while reduction/rationalisation of customs duties boosts FDI and exports, medium-term. </li>
<li>Commitment to reduce public debt to 47% of GDP by FY31, and taking FY26 fiscal deficit to 4.4% of GDP, likely to be met comfortably, as nominal GDP outperforms assumptions. </li>
<li>Major support to labour-intensive exports (including tourism), and incentives for states to improve urban governance and power distribution, are forward-looking measures, as are bolsters for battery manufacturing. </li>
</ul>


Substantial reduction of tax rates for all income-tax payers will provide a robust boost to private consumption (PCE) in FY26, while reduction/rationalisation of customs duties boosts FDI and exports, medium-term. 
Commitment to reduce public debt to 47% of GDP by FY31, and taking FY26 fiscal deficit to 4.4% of GDP, likely to be met comfortably, as nominal GDP outperforms assumptions. 
Major support to labour-intensive exports (including tourism), and incentives for states to improve urban governance and power distribution, are forward-looking measures, as are bolsters for battery manufacturing. 


India: A Budget to Revive PCE, Labour-Intensive Exports & Urban Governance

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: Geo-Economic Fragmentation; The Start of a Trade War?

Global economic landscape is shifting due to geo-economic fragmentation, with trade restrictions surging to USD 887.7 billion in a year,...

Nimish Maheshwari

EQD Intraday | Tariff Tantrum Impact on Intraday Volatility

The Tariff Tantrum triggered a universal equity decline and spike in volatility. Intra-day data shows that market reaction was short-lived, but...

Gaudenz Schneider

Thematic Report: Impact of Indian Budget 2025 on Sectors and Companies

Budget FY26 strikes a balance between boosting consumption and fiscal prudence, with potential for improved Nifty50 EPS growth in FY26E. Sector...

Nimish Maheshwari

Economic Survey Highlights Potential Risk for the Indian Stock Market

The Economic Survey warns of risks to India's stock market in 2025 from high valuations and US market sentiment, citing historical correlation...

Nimish Maheshwari

India: A Budget to Revive PCE, Labour-Intensive Exports & Urban Governance

Tax rate reduction and customs duty rationalization will boost PCE in FY26, FDI & exports medium-term. Measures to reduce public debt, support...

Prasenjit K. Basu

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Thematic Report: Geo-Economic Fragmentation; The Start of a Trade War?

​Global economic landscape is shifting due to geo-economic fragmentation, with trade restrictions surging to USD 887.7 billion in a year,...

Nimish Maheshwari

EQD Intraday | Tariff Tantrum Impact on Intraday Volatility

The Tariff Tantrum ​triggered a universal equity decline and spike in volatility. Intra-day data shows that market reaction was short-lived, but...

Gaudenz Schneider

Thematic Report: Impact of Indian Budget 2025 on Sectors and Companies

​Budget FY26 strikes a balance between boosting consumption and fiscal prudence, with potential for improved Nifty50 EPS growth in FY26E. Sector...

Nimish Maheshwari

Economic Survey Highlights Potential Risk for the Indian Stock Market

​The Economic Survey warns of risks to India's stock market in 2025 from high valuations and US market sentiment, citing historical correlation...

Nimish Maheshwari

India: A Budget to Revive PCE, Labour-Intensive Exports & Urban Governance

​Tax rate reduction and customs duty rationalization will boost PCE in FY26, FDI & exports medium-term. Measures to reduce public debt, support...

Prasenjit K. Basu

Global economic landscape is shifting due to geo-economic fragmentation, with trade restrictions surging to USD 887.7 billion in a year,...

The Tariff Tantrum triggered a universal equity decline and spike in volatility. Intra-day data shows that market reaction was short-lived, but...

Budget FY26 strikes a balance between boosting consumption and fiscal prudence, with potential for improved Nifty50 EPS growth in FY26E. Sector...

The Economic Survey warns of risks to India's stock market in 2025 from high valuations and US market sentiment, citing historical correlation...

Tax rate reduction and customs duty rationalization will boost PCE in FY26, FDI & exports medium-term. Measures to reduce public debt, support...