India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

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>
40,000-45,000 Indian containers stranded at sea and in transit as West Asia conflict escalates sharply.</li>
<li>Export Cargo worth USD 1-1.5 billion is at risk, per container surcharges have hit USD 3,000 - 5,000, a 3-5x jump from normal.</li>
<li>Listed exporters in rice, textiles and perishables face acute margin compression. The crises may not resolve quickly.</li>
</ul>



40,000-45,000 Indian containers stranded at sea and in transit as West Asia conflict escalates sharply.
Export Cargo worth USD 1-1.5 billion is at risk, per container surcharges have hit USD 3,000 - 5,000, a 3-5x jump from normal.
Listed exporters in rice, textiles and perishables face acute margin compression. The crises may not resolve quickly.


45,000 Indian Containers Disrupted by War: Which Indian Companies Are Most Exposed?

External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>The US has decided to reduce the reciprocal tariff on Indian goods to 18% from the earlier 50%.</li><li>The trade deal is structurally positive for India’s medium-term growth and external stability.</li><li>Improved market access and tariff certainty are likely to boost exports, support manufacturing investment, and strengthen inflows of foreign direct investment (FDI). </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The US has decided to reduce the reciprocal tariff on Indian goods to 18% from the earlier 50%.The trade deal is structurally positive for India’s medium-term growth and external stability.Improved market access and tariff certainty are likely to boost exports, support manufacturing investment, and strengthen inflows of foreign direct investment (FDI). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

<ul>
<li>The United States has imposed a 50% reciprocal tariff on Indian exports, the highest among major Asian peers, significantly above China (30%) and Vietnam (20%).
</li>
<li>This could hamper 50-100 bps India’s GDP growth, strain sectors like textile, gems, and raise risks around FPI flows as US accounts for nearly 40% of India’s FPI assets.</li>
<li>While India retains buffers through domestic absorption, trade diversification, and potential monetary easing, the tariff shock deepens trade uncertainty and capital flow sensitivity, warranting close investor monitoring. </li>
</ul>


The United States has imposed a 50% reciprocal tariff on Indian exports, the highest among major Asian peers, significantly above China (30%) and Vietnam (20%).

This could hamper 50-100 bps India’s GDP growth, strain sectors like textile, gems, and raise risks around FPI flows as US accounts for nearly 40% of India’s FPI assets.
While India retains buffers through domestic absorption, trade diversification, and potential monetary easing, the tariff shock deepens trade uncertainty and capital flow sensitivity, warranting close investor monitoring. 


Will 50% Tariffs Break India’s Export Edge?

Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

<ul>
<li>Global and Indian textile markets face shifting supply chains due to geopolitical tensions, driving sourcing diversification towards India.</li>
<li>There's a significant push for innovation in materials, focusing on man-made fibers, sustainable, and technical textiles globally and in India</li>
<li>The Indian textile industry benefits from strong government policy support, including protective tariffs and various incentive schemes</li>
</ul>


Global and Indian textile markets face shifting supply chains due to geopolitical tensions, driving sourcing diversification towards India.
There's a significant push for innovation in materials, focusing on man-made fibers, sustainable, and technical textiles globally and in India
The Indian textile industry benefits from strong government policy support, including protective tariffs and various incentive schemes


Global and Indian Textile Industry-Shifting Supply Chains,Innovation in Materials,and Policy Support

India

Welspun Living Limited is a home textile manufacturer with a global distribution network. The Company engages in home textiles, flooring solutions, advanced textiles, DI pipes, pig iron, TMT bars, stainless steel, alloy, line pipes, infrastructure, and warehousing. Welspun Living serves customers worldwide.

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Welspun Living (WELSPUNL IN)

45,000 Indian Containers Disrupted by War: Which Indian Companies Are Most Exposed?

Thousands of Indian containers stranded at sea due to West Asia conflict, risking billions in export cargo and causing surcharges to skyrocket for...

Sudarshan Bhandari

Impact of India-US Trade Deal

The US has decided to reduce the reciprocal tariff on Indian goods to 18% from the earlier 50%. The trade deal is structurally positive for India’s...

Axis Direct

Impact of India-US Trade Deal

The US has decided to reduce the reciprocal tariff on Indian goods to 18% from the earlier 50%. The trade deal is structurally positive for India’s...

Axis Direct

Will 50% Tariffs Break India’s Export Edge?

US imposes 50% tariff on Indian exports, highest in Asia, may slow GDP growth, strain sectors, and impact FPI flows. India has buffers but faces...

Nimish Maheshwari

Global and Indian Textile Industry-Shifting Supply Chains,Innovation in Materials,and Policy Support

Geopolitical tensions drive sourcing diversification to India in the textile market, with a focus on innovation in sustainable and technical...

Sreemant Dudhoria

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

45,000 Indian Containers Disrupted by War: Which Indian Companies Are Most Exposed?

​Thousands of Indian containers stranded at sea due to West Asia conflict, risking billions in export cargo and causing surcharges to skyrocket for...

Sudarshan Bhandari

Impact of India-US Trade Deal

The US has decided to reduce the reciprocal tariff on Indian goods to 18% from the earlier 50%. The trade deal is structurally positive for India’s...

Axis Direct

Impact of India-US Trade Deal

The US has decided to reduce the reciprocal tariff on Indian goods to 18% from the earlier 50%. The trade deal is structurally positive for India’s...

Axis Direct

Will 50% Tariffs Break India’s Export Edge?

​US imposes 50% tariff on Indian exports, highest in Asia, may slow GDP growth, strain sectors, and impact FPI flows. India has buffers but faces...

Nimish Maheshwari

Global and Indian Textile Industry-Shifting Supply Chains,Innovation in Materials,and Policy Support

​Geopolitical tensions drive sourcing diversification to India in the textile market, with a focus on innovation in sustainable and technical...

Sreemant Dudhoria

Thousands of Indian containers stranded at sea due to West Asia conflict, risking billions in export cargo and causing surcharges to skyrocket for...

US imposes 50% tariff on Indian exports, highest in Asia, may slow GDP growth, strain sectors, and impact FPI flows. India has buffers but faces...

Geopolitical tensions drive sourcing diversification to India in the textile market, with a focus on innovation in sustainable and technical...