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

Charted Insights: Is Indian Earnings Recovery in Q4FY25 Sustainable?

Global Oil Crisis: How the Iran-Israel War May Disrupt India’s Energy and Economic Stability?

Iran-Israel Conflict's Impact : India's Rice Exporters Under Pressure

Chartered Insights: The Fallout of Indo-Pak Trade Suspension April,2025

Chartered Insights: Which Asian Economies Face the Greatest Threat from US Reciprocal Tariffs?

Charted Insights: Understanding the Impact of the US Reciprocal Tariff Plan: A Data-Backed Breakdown

Chartered Insights: Understanding India's Current Valuation Amidst Market Correction

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)

Argentina Financials / Thematic (Sector/Industry)

<ul>
<li>The Pahalgam terrorist attack on April 25, 2025 caused a brief market correction, with the Nifty 50 falling by 0.86% which was in line with past trends.</li>
<li>Historically, geopolitical shocks like the Kargil War (1999) and Pulwama attack (2019) caused minimal corrections, with the Sensex rebounding by 33% post-Kargil and 400 points in two sessions after 26/11.</li>
<li>The market’s swift recovery, with the Nifty gaining 1.20% on April 28, 2025. Experts project a mild 5-10% correction if tensions escalate, followed by a return to fundamentals.</li>
</ul>


The Pahalgam terrorist attack on April 25, 2025 caused a brief market correction, with the Nifty 50 falling by 0.86% which was in line with past trends.
Historically, geopolitical shocks like the Kargil War (1999) and Pulwama attack (2019) caused minimal corrections, with the Sensex rebounding by 33% post-Kargil and 400 points in two sessions after 26/11.
The market’s swift recovery, with the Nifty gaining 1.20% on April 28, 2025. Experts project a mild 5-10% correction if tensions escalate, followed by a return to fundamentals.


Chartered Insights: Impact of Pahalgam Terrorist Attack On Markets