Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Nimish Maheshwari, an independent analyst and co-founder of Beat The Street, is an investing platform garnering more than 1,00,000+ followers across social media. 
His deep insights and forensic analysis have been featured in some of India's most prominent publications, including the Economic Times, The Morning Context, The Ken,  Dalal Street Investment Journal, Moneylife by Sucheta Dalal, and TheCore.in.
He has a keen eye for identifying red flags in Indian listed companies and has identified exclusive red flags earlier in Adani, Vedanta, Nykaa, Gland Pharma, Brightcom Group etc.

Market & Forensics Analyst

Analyzing the U.S.-Israeli Decapitation of the Iranian State

Iran Attack: Qatar LNG Halt,Global & Indian Implication

Why Iran Is Striking the Gulf to Counter US and Israel?

Event Driven- Middle East Volatility: How Indian Sectors Respond to Higher Crude

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)

Macau Energy / Thematic (Sector/Industry)

<ul>
<li>China cut its VAT export tax rebate on refined petroleum products from 13% to 9% in December 2024, compressing Chinese refinery export margins by ~$3/bbl.</li>
<li>With Chinese clean product exports falling ~13% year-on-year, Asian crack spreads have recovered sharply, directly lifting gross refining margins for India's export-oriented refiners.</li>
<li>RIL, MRPL, and CPCL offer differentiated leverage to this structural tailwind. CPCL has the highest earnings sensitivity; MRPL the most direct margin play; and RIL the scale. </li>
</ul>


China cut its VAT export tax rebate on refined petroleum products from 13% to 9% in December 2024, compressing Chinese refinery export margins by ~$3/bbl.
With Chinese clean product exports falling ~13% year-on-year, Asian crack spreads have recovered sharply, directly lifting gross refining margins for India's export-oriented refiners.
RIL, MRPL, and CPCL offer differentiated leverage to this structural tailwind. CPCL has the highest earnings sensitivity; MRPL the most direct margin play; and RIL the scale. 


Mangalore Refinery & Petrochemicals (MRPL IN)

China's VAT Rebate Cut: A Quiet Tailwind for RIL, MRPL, and Chennai Petro