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>Global companies are shifting supply chains, adopting the "China+1" strategy, with India emerging as a significant winner, attracting manufacturing and investment across sectors like electronics, EVs, and textiles.</li>
<li>India offers a strategic alternative to China, with favorable policies, a growing domestic market, and trade advantages, positioning itself as a manufacturing hub amid global trade shifts.</li>
<li>India is no longer just a backup for China; it's becoming the primary destination for global supply chains, reshaping the manufacturing ecosystem with deepening local integration and technological advancements.</li>
</ul>


Global companies are shifting supply chains, adopting the "China+1" strategy, with India emerging as a significant winner, attracting manufacturing and investment across sectors like electronics, EVs, and textiles.
India offers a strategic alternative to China, with favorable policies, a growing domestic market, and trade advantages, positioning itself as a manufacturing hub amid global trade shifts.
India is no longer just a backup for China; it's becoming the primary destination for global supply chains, reshaping the manufacturing ecosystem with deepening local integration and technological advancements.


Global Reshuffling: Whether India Will Win from China+1?

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Law / Cover Story: China writes first legal rulebook to strengthen its vital private sector</li><li>Drugs /In Depth: Popular overseas expansion strategy holds pitfalls for Chinese drug developers</li><li>Jobs /Analysis: How China can cushion jobs blow from Trump’s trade war</li></ul>

Law / Cover Story: China writes first legal rulebook to strengthen its vital private sectorDrugs /In Depth: Popular overseas expansion strategy holds pitfalls for Chinese drug developersJobs /Analysis: How China can cushion jobs blow from Trump’s trade war

CX Daily: China Writes First Legal Rulebook to Strengthen Its Vital Private Sector 

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

<ul><li>Technically, the SET Index is expected to move sideways, with the support at 1,432/1,428 points (75-day EMA) and the resistance at 1,448/1,453 points (10/25-day EMA).</li><li>We maintain our recommendation to delay investments until a new buy signal emerges.</li><li>The Thai stock market closed lower with trading volume of Bt37.2bn.</li></ul>

Technically, the SET Index is expected to move sideways, with the support at 1,432/1,428 points (75-day EMA) and the resistance at 1,448/1,453 points (10/25-day EMA).We maintain our recommendation to delay investments until a new buy signal emerges.The Thai stock market closed lower with trading volume of Bt37.2bn.

Krungthai XSpring Zoom Eng. November 27, 2024

<ul><li>Technically, the SET Index is expected to move sideways up, with the resistance at 1,455/1,462 points and the support at 1,442/1,436 points.</li><li>+US: The September manufacturing reports from both ISM and S&P Global are expected to show mixed signals.</li><li>We recommend BA, SIRI and MOSHI.</li></ul>

Technically, the SET Index is expected to move sideways up, with the resistance at 1,455/1,462 points and the support at 1,442/1,436 points.+US: The September manufacturing reports from both ISM and S&P Global are expected to show mixed signals.We recommend BA, SIRI and MOSHI.

Wait for Buying Momentum From the Vayupak Fund; And Monitor September Manufacturing Data From the US, EU, Japan, and Thailand

Global TMT Analyst, Ex-PM, 30 years experience

Neil Campling

<ul>
<li>
<a href="https://www.smartkarma.com/entities/apple-inc" target="_blank" data-smartkarma-citation="entities:666:1" rel="noopener">Apple (AAPL US)</a> iPhone event 'boring', lacks innovation, pushes tech improvements out to 2025. Consumers' reaction? "Meh"</li>
<li>
<a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a> Samsung's AI products are only at 30% of consumers' expectations. Meanwhile <a href="https://www.smartkarma.com/entities/huawei-technologies-co-ltd" target="_blank" data-smartkarma-citation="entities:8231:1" rel="noopener">Huawei Technology (40978Z CH)</a> Mate XT takes technology to a new level </li>
<li>Electric Vehicles backlash to regulations mirror setbacks for OEMs. <a href="https://www.smartkarma.com/entities/toyota-motor-corp" target="_blank" data-smartkarma-citation="entities:73:1" rel="noopener">Toyota Motor (7203 JP)</a> positioned to win</li>
</ul>



Apple (AAPL US) iPhone event 'boring', lacks innovation, pushes tech improvements out to 2025. Consumers' reaction? "Meh"

Samsung Electronics (005930 KS) Samsung's AI products are only at 30% of consumers' expectations. Meanwhile Huawei Technology (40978Z CH) Mate XT takes technology to a new level 
Electric Vehicles backlash to regulations mirror setbacks for OEMs. Toyota Motor (7203 JP) positioned to win


Tech Daily. Apple (Boring), Huawei (Wow), Samsung, AI, EVs in Focus

Netherlands

Stellantis is a multinational automotive manufacturing corporation that designs, engineers, manufactures, distributes, and sells vehicles and components. Formed in 2021 through the merger of Fiat Chrysler Automobiles and PSA Group, the company offers a portfolio of 14 iconic vehicle brands including Jeep, Peugeot, Citroën, Fiat, and Dodge. Stellantis is headquartered in Hoofddorp, Netherlands, and was founded on January 17, 2021.

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Stellantis (STLAM IM)

Global Reshuffling: Whether India Will Win from China+1?

Global companies are turning to India as a strategic alternative to China, shifting supply chains and investments across various sectors,...

Nimish Maheshwari

CX Daily: China Writes First Legal Rulebook to Strengthen Its Vital Private Sector

TOP STORIES Law / Cover Story: China writes first legal rulebook to strengthen its vital private sector China is fast-tracking a landmark law to...

Caixin Global

Krungthai XSpring Zoom Eng. November 27, 2024

Technically, the SET Index is expected to move sideways, with the support at 1,432/1,428 points (75-day EMA) and the resistance at 1,448/1,453...

Krungthai XSpring

Wait for Buying Momentum From the Vayupak Fund; And Monitor September Manufacturing Data From the US, EU, Japan, and Thailand

Technically, the SET Index is expected to move sideways up, with the resistance at 1,455/1,462 points and the support at 1,442/1,436 points. +US:...

Krungthai XSpring

Tech Daily. Apple (Boring), Huawei (Wow), Samsung, AI, EVs in Focus

Apple iPhone event boring, profit taking due to valuation. Huawei event the opposite, huge tech advances. Samsung AI products fall short of...

Neil Campling

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52-week Range

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Global Reshuffling: Whether India Will Win from China+1?

​Global companies are turning to India as a strategic alternative to China, shifting supply chains and investments across various sectors,...

Nimish Maheshwari

CX Daily: China Writes First Legal Rulebook to Strengthen Its Vital Private Sector

TOP STORIES Law / Cover Story: China writes first legal rulebook to strengthen its vital private sector China is fast-tracking a landmark law to...

Caixin Global

Krungthai XSpring Zoom Eng. November 27, 2024

Technically, the SET Index is expected to move sideways, with the support at 1,432/1,428 points (75-day EMA) and the resistance at 1,448/1,453...

Krungthai XSpring

Wait for Buying Momentum From the Vayupak Fund; And Monitor September Manufacturing Data From the US, EU, Japan, and Thailand

Technically, the SET Index is expected to move sideways up, with the resistance at 1,455/1,462 points and the support at 1,442/1,436 points. +US:...

Krungthai XSpring

Tech Daily. Apple (Boring), Huawei (Wow), Samsung, AI, EVs in Focus

​Apple iPhone event boring, profit taking due to valuation. Huawei event the opposite, huge tech advances. Samsung AI products fall short of...

Neil Campling

Global companies are turning to India as a strategic alternative to China, shifting supply chains and investments across various sectors,...

Apple iPhone event boring, profit taking due to valuation. Huawei event the opposite, huge tech advances. Samsung AI products fall short of...