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>Emerging markets like India, Indonesia, and Argentina exhibit strong optimism for 2025, driven by growth prospects and reforms, while developed economies, face challenges from energy shocks &amp; slower growth</li>
<li>Inflation, higher taxes, and rising interest rates remain top concerns for Indian households and businesses, but the country’s demographic advantages and ongoing reforms position it as a global growth leader.</li>
<li>The coming decade belongs to emerging economies as they reap benefits of demographic dividends.</li>
</ul>


Emerging markets like India, Indonesia, and Argentina exhibit strong optimism for 2025, driven by growth prospects and reforms, while developed economies, face challenges from energy shocks &amp; slower growth
Inflation, higher taxes, and rising interest rates remain top concerns for Indian households and businesses, but the country’s demographic advantages and ongoing reforms position it as a global growth leader.
The coming decade belongs to emerging economies as they reap benefits of demographic dividends.


Charted Insights: What Investors & Consumers Feel About 2025 Economic Outlook

<ul>
<li>Inflation spiked in late 2024 due to food price pressures but is projected to average 4.8% in FY25, with moderation expected from a strong rabi season and seasonal corrections.</li>
<li>Weights of commodities experiencing inflation over 4% in the CPI basket, reduced from 79.0% in August 2022 to 41.6% in November 2024.</li>
<li>Inflation is expected to moderate with a strong rabi season, record kharif production, and seasonal corrections in vegetable prices. However, risks from rising edible oil prices, and global factors persist</li>
</ul>


Inflation spiked in late 2024 due to food price pressures but is projected to average 4.8% in FY25, with moderation expected from a strong rabi season and seasonal corrections.
Weights of commodities experiencing inflation over 4% in the CPI basket, reduced from 79.0% in August 2022 to 41.6% in November 2024.
Inflation is expected to moderate with a strong rabi season, record kharif production, and seasonal corrections in vegetable prices. However, risks from rising edible oil prices, and global factors persist


Charted Insights: India's Inflation Outlook for 2025; More Chances of Downside, Rather Than Upside

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>WPI inflation eased to 1.9%YoY in Nov'24, implying that the real policy rate was +4.6%, reining in industrial growth. Using CPI, the real policy rate in Nov'24 was +1.04%. </li>
<li>That seeming divergence is mainly caused by vegetable inflation, which moderated to a still-high 29.2%YoY in Nov'24 (from Oct'24's 42.2%YoY!). Core CPI inflation has remained below 4%YoY since Dec'23. </li>
<li>The bountiful winter harvest is likely to prompt a steady moderation in food/headline CPI inflation to below 4%YoY by Apr'25. We expect the repo rate to decline 75bp by Jun'25. </li>
</ul>


WPI inflation eased to 1.9%YoY in Nov'24, implying that the real policy rate was +4.6%, reining in industrial growth. Using CPI, the real policy rate in Nov'24 was +1.04%. 
That seeming divergence is mainly caused by vegetable inflation, which moderated to a still-high 29.2%YoY in Nov'24 (from Oct'24's 42.2%YoY!). Core CPI inflation has remained below 4%YoY since Dec'23. 
The bountiful winter harvest is likely to prompt a steady moderation in food/headline CPI inflation to below 4%YoY by Apr'25. We expect the repo rate to decline 75bp by Jun'25. 


India: Policy Rate to Decline 75bp by Jun'25 as Inflation Recedes

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

Rikki Malik

Cross Asset Strategy

<ul>
<li>Risk reward favours this shift in allocation between these markets.  </li>
<li>Short to mid-term concerns on the Indian market warrant this strategic change</li>
<li>Slowing revenue growth and less government spending leading to decelerating profits which is not yet reflected in market multiples</li>
</ul>


Risk reward favours this shift in allocation between these markets.  
Short to mid-term concerns on the Indian market warrant this strategic change
Slowing revenue growth and less government spending leading to decelerating profits which is not yet reflected in market multiples


2025 High Conviction Idea: The Case for a Rotation Out of India into Hong Kong - Part 1

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/lg-electronics-india" target="_blank" data-smartkarma-citation="entities:44148:1" rel="noopener">LG Electronics India (123D IN)</a> is looking to list on the exchanges by selling 101.8m shares at a valuation of around US$12-13bn and raising around US$1.8bn in its IPO.</li>
<li>The draft RHP was filed on 6 December, so the IPO could complete in the first quarter of 2025.</li>
<li>The stock will not get Fast Entry to global indices. Inclusion at regular rebalances could commence in June/September next year depending on when the stock lists.</li>
</ul>



LG Electronics India (123D IN) is looking to list on the exchanges by selling 101.8m shares at a valuation of around US$12-13bn and raising around US$1.8bn in its IPO.
The draft RHP was filed on 6 December, so the IPO could complete in the first quarter of 2025.
The stock will not get Fast Entry to global indices. Inclusion at regular rebalances could commence in June/September next year depending on when the stock lists.


LG Electronics India: IPO Details & Index Entry Timing

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)

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52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
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S&P BSE SENSEX Index (SENSEX INDEX EQUITY)

Charted Insights: What Investors & Consumers Feel About 2025 Economic Outlook

Emerging markets like India, Indonesia, and Argentina show strong optimism for 2025, driven by growth prospects and reforms, while developed...

Nimish Maheshwari

Charted Insights: India's Inflation Outlook for 2025; More Chances of Downside, Rather Than Upside

Inflation spiked in late 2024 due to food price pressures, but projected to average 4.8% in FY25 with moderation expected from strong rabi season...

Nimish Maheshwari

India: Policy Rate to Decline 75bp by Jun'25 as Inflation Recedes

WPI inflation at 1.9% implies +4.6% real policy rate. Strong winter harvest to lower food prices, enabling CPI moderation below 4%YoY by Apr'25....

Prasenjit K. Basu

2025 High Conviction Idea: The Case for a Rotation Out of India into Hong Kong - Part 1

Shift in allocation from Indian to Chinese markets is favored due to short/mid-term concerns, including slowing revenue growth and decelerating...

Rikki Malik

LG Electronics India: IPO Details & Index Entry Timing

LG Electronics is looking to raise US$1.8bn via an OFS of 101.8m shs of LG Elec India, valuing the co at US$12bn. No Fast Entry in global indices;...

Brian Freitas

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Charted Insights: What Investors & Consumers Feel About 2025 Economic Outlook

​Emerging markets like India, Indonesia, and Argentina show strong optimism for 2025, driven by growth prospects and reforms, while developed...

Nimish Maheshwari

Charted Insights: India's Inflation Outlook for 2025; More Chances of Downside, Rather Than Upside

​Inflation spiked in late 2024 due to food price pressures, but projected to average 4.8% in FY25 with moderation expected from strong rabi season...

Nimish Maheshwari

India: Policy Rate to Decline 75bp by Jun'25 as Inflation Recedes

​WPI inflation at 1.9% implies +4.6% real policy rate. Strong winter harvest to lower food prices, enabling CPI moderation below 4%YoY by Apr'25....

Prasenjit K. Basu

2025 High Conviction Idea: The Case for a Rotation Out of India into Hong Kong - Part 1

​Shift in allocation from Indian to Chinese markets is favored due to short/mid-term concerns, including slowing revenue growth and decelerating...

Rikki Malik

LG Electronics India: IPO Details & Index Entry Timing

LG Electronics is looking to raise US$1.8bn via an OFS of 101.8m shs of LG Elec India, valuing the co at US$12bn. No Fast Entry in global indices;...

Brian Freitas

Emerging markets like India, Indonesia, and Argentina show strong optimism for 2025, driven by growth prospects and reforms, while developed...

Inflation spiked in late 2024 due to food price pressures, but projected to average 4.8% in FY25 with moderation expected from strong rabi season...

WPI inflation at 1.9% implies +4.6% real policy rate. Strong winter harvest to lower food prices, enabling CPI moderation below 4%YoY by Apr'25....

Shift in allocation from Indian to Chinese markets is favored due to short/mid-term concerns, including slowing revenue growth and decelerating...