Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

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)

<ul>
<li>Global oil demand growth is slowing, with projections to reach 103.8 mb/d in 2025. OPEC+ is delaying production increases amid weaker demand &amp; rising competition from non-OPEC producers like U.S.</li>
<li>Geopolitical instability, a renewable energy shift, and challenges like China's slowdown and high global interest rates are reshaping oil market dynamics, affecting prices and economic strategies.</li>
<li>OPEC's influence is waning as non-OPEC players expand and renewable energy adoption grows. The oil market's evolution highlights the urgent need for diversification in energy strategies.</li>
</ul>


Global oil demand growth is slowing, with projections to reach 103.8 mb/d in 2025. OPEC+ is delaying production increases amid weaker demand &amp; rising competition from non-OPEC producers like U.S.
Geopolitical instability, a renewable energy shift, and challenges like China's slowdown and high global interest rates are reshaping oil market dynamics, affecting prices and economic strategies.
OPEC's influence is waning as non-OPEC players expand and renewable energy adoption grows. The oil market's evolution highlights the urgent need for diversification in energy strategies.


Global Oil Market 2025: US, OPEC+ and Much More..

<ul>
<li>Natural gas may be brought under GST at 18%, replacing fragmented state taxes and excise duties.</li>
<li>Uniform GST boosts cost efficiency, increases gas competitiveness, and benefits companies’ margins.</li>
<li>A simpler, uniform tax regime accelerates natural gas adoption, driving long-term industry growth and profitability.</li>
</ul>


Natural gas may be brought under GST at 18%, replacing fragmented state taxes and excise duties.
Uniform GST boosts cost efficiency, increases gas competitiveness, and benefits companies’ margins.
A simpler, uniform tax regime accelerates natural gas adoption, driving long-term industry growth and profitability.


India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>India's NEP 2022-2032 presents a favorable outlook for EPC firms specializing in Transmission &amp; Distribution by emphasizing transmission capacity enhancement, renewable energy integration, and modernization of existing assets. </li>
<li>This translates into a projected capital expenditure of Rs. 9 Lakh Crore between FY25 and 32, offering EPC companies substantial growth opportunities. </li>
<li>This growth is further strengthened by the NEP's focus on embracing advanced technologies like HVDC and powering the green hydrogen/green ammonia economy, ultimately establishing a long-term growth trajectory for T&amp;D.</li>
</ul>


India's NEP 2022-2032 presents a favorable outlook for EPC firms specializing in Transmission &amp; Distribution by emphasizing transmission capacity enhancement, renewable energy integration, and modernization of existing assets. 
This translates into a projected capital expenditure of Rs. 9 Lakh Crore between FY25 and 32, offering EPC companies substantial growth opportunities. 
This growth is further strengthened by the NEP's focus on embracing advanced technologies like HVDC and powering the green hydrogen/green ammonia economy, ultimately establishing a long-term growth trajectory for T&amp;D.


India's Grid Transformation: A ₹9 Lakh Crore Opportunity for T&D EPC Firms

Chief Economist, Heteronomics

Phil Rush

Chief Economist

Heteronomics

Heteronomics represents a different kind of economics. We believe analysis should delve into the details of what is really going on, rather than using overly simplistic assumptions to quick-sell stories. Independence from myopic institutional pressures allows us to focus on the realities underlying your asset allocation decisions, without the conflicts of the old market structures. Heteronomics targets the themes driving UK asset prices, offering the benefits of depth, independence and ultimately price.

UK-centric macro research

Macroeconomics

<ul><li>The final Euro area inflation print for November trimmed its rise by 4bps, rounding it down to 2.2% y-o-y. Revisions were broadly spread over the special aggregates.</li><li>Median inflation remains close to annualising at 2%, although Germany is excessive like the UK. Our projections for underlying pressures softened slightly over the past month.</li><li>In our view, EA inflation will still slow to the 2% target in a few months and stay near there through 2025. Forceful ECB easing could break that benign outlook.</li></ul><p></p>

The final Euro area inflation print for November trimmed its rise by 4bps, rounding it down to 2.2% y-o-y. Revisions were broadly spread over the special aggregates.Median inflation remains close to annualising at 2%, although Germany is excessive like the UK. Our projections for underlying pressures softened slightly over the past month.In our view, EA inflation will still slow to the 2% target in a few months and stay near there through 2025. Forceful ECB easing could break that benign outlook.

<ul><li>Flash PMIs for December broadly exceeded expectations in the services sector, with the UK and EA rebounding and the US surging to highs more consistent with hikes than cuts.</li><li>A slight trend rise in the US unemployment rate suggests strength is partly structural but could be noise around cyclical strength. Global rates still don’t look tight. </li><li>We still expect persistent underlying price and wage inflation to truncate easing cycles earlier than most expect, following the norm for cuts without recessions, like in 1998.</li></ul><p></p>

Flash PMIs for December broadly exceeded expectations in the services sector, with the UK and EA rebounding and the US surging to highs more consistent with hikes than cuts.A slight trend rise in the US unemployment rate suggests strength is partly structural but could be noise around cyclical strength. Global rates still don’t look tight. We still expect persistent underlying price and wage inflation to truncate easing cycles earlier than most expect, following the norm for cuts without recessions, like in 1998.

Cyprus
Insights on Cyprus

Global Oil Market 2025: US, OPEC+ and Much More..

Global oil demand growth is slowing, reshaping market dynamics as OPEC's influence wanes and renewable energy adoption grows, highlighting the...

Nimish Maheshwari

Impact of Bringing Natural Gas Under GST

Proposed inclusion of natural gas in GST at 18% could enhance cost efficiency, competitiveness, and industry growth due to higher demand.

Nimish Maheshwari

India's Grid Transformation: A ₹9 Lakh Crore Opportunity for T&D EPC Firms

India's NEP 2022-2032 boosts growth opportunities for EPC firms in Transmission & Distribution with a projected Rs. 9 Lakh Crore capital expenditure.

Sudarshan Bhandari

EA Inflation Less Excessive Near Peak

The final Euro area inflation print for November trimmed its rise by 4bps, rounding it down to 2.2% y-o-y. Revisions were broadly spread over the...

Phil Rush

PMIs Serve A Festive Party

Flash PMIs for December broadly exceeded expectations in the services sector, with the UK and EA rebounding and the US surging to highs more...

Phil Rush

Global Oil Market 2025: US, OPEC+ and Much More..

​Global oil demand growth is slowing, reshaping market dynamics as OPEC's influence wanes and renewable energy adoption grows, highlighting the...

Nimish Maheshwari

Impact of Bringing Natural Gas Under GST

​Proposed inclusion of natural gas in GST at 18% could enhance cost efficiency, competitiveness, and industry growth due to higher demand.

Nimish Maheshwari

India's Grid Transformation: A ₹9 Lakh Crore Opportunity for T&D EPC Firms

​India's NEP 2022-2032 boosts growth opportunities for EPC firms in Transmission & Distribution with a projected Rs. 9 Lakh Crore capital expenditure.

Sudarshan Bhandari

EA Inflation Less Excessive Near Peak

The final Euro area inflation print for November trimmed its rise by 4bps, rounding it down to 2.2% y-o-y. Revisions were broadly spread over the...

Phil Rush

PMIs Serve A Festive Party

Flash PMIs for December broadly exceeded expectations in the services sector, with the UK and EA rebounding and the US surging to highs more...

Phil Rush

Global oil demand growth is slowing, reshaping market dynamics as OPEC's influence wanes and renewable energy adoption grows, highlighting the...

Proposed inclusion of natural gas in GST at 18% could enhance cost efficiency, competitiveness, and industry growth due to higher demand.

India's NEP 2022-2032 boosts growth opportunities for EPC firms in Transmission & Distribution with a projected Rs. 9 Lakh Crore capital expenditure.