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

India Twin Deficit Watch: Improving Trend Persists Despite EPS and Trade Setbacks

India: Policy Rate to Decline 75bp by Jun'25 as Inflation Recedes

India: Still on Track for Rate Cuts to Begin in Feb'25; Continue at Next 2 MPC Meetings

Thematic Report: Smart Meters- Mega Trend

Thematic Report: Where Indian Markets Are Heading?

Thematic Report: Slowdown in India's Credit Sector

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)

United states Financials / Thematic (Sector/Industry)

<ul>
<li>FII outflows from India reached record levels in October 2024, driven by global uncertainties, including the US election.</li>
<li>Domestic Institutional Investors (DIIs) are poised to overtake FIIs as the largest non-promoter shareholder category in the Indian market.</li>
<li>Donald Trump's victory in the US Presidential election could lead to a reversal of FII outflows, particularly given his stance on China and potential for strengthening trade ties with India.</li>
</ul>


FII outflows from India reached record levels in October 2024, driven by global uncertainties, including the US election.
Domestic Institutional Investors (DIIs) are poised to overtake FIIs as the largest non-promoter shareholder category in the Indian market.
Donald Trump's victory in the US Presidential election could lead to a reversal of FII outflows, particularly given his stance on China and potential for strengthening trade ties with India.


FII Flows in India: A Shifting Landscape Amidst US Elections