India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India-focused Independent Equity Research Analyst

Experienced (7 years +) in Sector-Specific Deep Dives and Comprehensive Company Research.

With a sharp focus on the Indian market, I specialize in providing in-depth analysis and insights to investors. Whether it's dissecting various sectors to identify emerging trends or conducting thorough fundamental research on individual companies, I'm dedicated to uncovering valuable opportunities and delivering actionable intelligence.

Passionate about navigating the nuances of the Indian equity landscape, I thrive on deciphering complex market dynamics and distilling them into clear, concise insights. 

While covering a sector or company-specific research, I cover the following :
1. Brief about company/sector
2.  Overall Industry landscape - History, Present and Future trends
3. Thesis and Anti-Thesis
4. Valuations
5. Financial & Forensic Analysis
6. Management Review
7. Key Monitorable Events
8. Guidance and Future Way Ahead

India Equity Analyst - Fundamental & Thematic

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

Thematic Report- India's Lab Grown Diamond Industry: Poised to Outpace the Natural Diamond Industry?

Charted Insights: India’s Inflation Trajectory - What Lies Ahead in FY26?

Charted Insights: India's Fundraising Booms and Market Cycles; A Data-Driven Analysis

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

Thematic Report: Cut in Personal Taxes Can Lead to Surge in Consumption & GDP Growth

Thematic Report: How Is International Trade Changing in the Coming Decade?

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)

India Capital markets / Thematic (Sector/Industry)

<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.


S&P BSE SENSEX Index (SENSEX INDEX EQUITY)

NSE Nifty 500 Index (NSE500 INDEX EQUITY)

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