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

Chartered Insights: Impact of Pahalgam Terrorist Attack On Markets

Thematic Report: Tariffs, Global Conflicts and Earnings Effect on the Indian Market

Charted Insights on India-UK Free Trade Agreement

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

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

Chartered Insights: Why Indian Businesses Outperform: A Data-Driven Perspective

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

Thematic Report : India–US Trade; Assessing the Impact of Reciprocal Tariffs on Indian Exports

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)

Ukraine Industrials / Thematic (Sector/Industry)

<ul>
<li>Pakistan’s suspension of bilateral trade with India impacts supply chains, but India’s diversified trade routes through third countries like Dubai and Singapore provide resilience.  </li>
<li>India’s trade surplus with Pakistan is at risk, particularly in key sectors like pharmaceuticals, tea, and fertilizers, which could cause supply disruptions in Pakistan.</li>
<li>India’s economy remains largely unaffected due to negligible imports of $0.48 Million, while Pakistan faces heightened inflation and shortages of critical goods, deepening economic strain.</li>
</ul>


Pakistan’s suspension of bilateral trade with India impacts supply chains, but India’s diversified trade routes through third countries like Dubai and Singapore provide resilience.  
India’s trade surplus with Pakistan is at risk, particularly in key sectors like pharmaceuticals, tea, and fertilizers, which could cause supply disruptions in Pakistan.
India’s economy remains largely unaffected due to negligible imports of $0.48 Million, while Pakistan faces heightened inflation and shortages of critical goods, deepening economic strain.


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