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>RBI has expanded PSL norms higher loan limits, broader beneficiary definitions, and new incentives to push credit into underserved sectors and geographies.</li>
<li>This modernizes India's financial inclusion framework, aligns credit policy with inflation, green goals, and gender inclusion, and reduces compliance friction for banks.</li>
<li>PSL is evolving into a growth lever, not just a mandate impacting loan strategies, certificate pricing, and long-term retail credit profitability for banks and fintechs.</li>
</ul>


RBI has expanded PSL norms higher loan limits, broader beneficiary definitions, and new incentives to push credit into underserved sectors and geographies.
This modernizes India's financial inclusion framework, aligns credit policy with inflation, green goals, and gender inclusion, and reduces compliance friction for banks.
PSL is evolving into a growth lever, not just a mandate impacting loan strategies, certificate pricing, and long-term retail credit profitability for banks and fintechs.


RBI’s Overhaul of India’s Priority Sector Lending Norms

<ul>
<li>Automobile industry is expected to witness a mixed performance in FY25 Volume growth, with robust growth in tractors, moderate increases in 2W’s and PV’s, and a slight decline in CV’s</li>
<li>Favorable farmer sentiment driving tractor demand and substantial export opportunities for 2W’s are key growth triggers anticipated.</li>
<li>
<a href="https://www.smartkarma.com/entities/escorts-kubota-ltd" target="_blank" data-smartkarma-citation="entities:6773:1" rel="noopener">Escorts Kubota Limited (ESCORTS IN)</a> with a revenue share of 80% from tractor business, foresees significant growth driven by a robust domestic market and double-digit growth in their export business. </li>
</ul>


Automobile industry is expected to witness a mixed performance in FY25 Volume growth, with robust growth in tractors, moderate increases in 2W’s and PV’s, and a slight decline in CV’s
Favorable farmer sentiment driving tractor demand and substantial export opportunities for 2W’s are key growth triggers anticipated.

Escorts Kubota Limited (ESCORTS IN) with a revenue share of 80% from tractor business, foresees significant growth driven by a robust domestic market and double-digit growth in their export business. 


Automobile Industry FY25: Expectations for Different Verticals

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>Strong US and UK PMIs boosted the US economy, however, low CPI hindered the bullish effect on the BoE. The UK government manipulated its Spring Statement to adhere to its rules, resulting in increased issuance due to slippage.</li><li>Next week's flash EA inflation is expected to be low, with impending US tariff announcements causing concern.</li><li>The most significant monetary policy announcement is expected from the RBA, with numerous other speeches and US payrolls data set to influence expectations.</li></ul>

Strong US and UK PMIs boosted the US economy, however, low CPI hindered the bullish effect on the BoE. The UK government manipulated its Spring Statement to adhere to its rules, resulting in increased issuance due to slippage.Next week's flash EA inflation is expected to be low, with impending US tariff announcements causing concern.The most significant monetary policy announcement is expected from the RBA, with numerous other speeches and US payrolls data set to influence expectations.

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

<ul>
<li>On September 18 2024, one of the three co-founders of Silicon Box, Dr. Sutardja, sadly passed away. An industry visionary, much loved by many. May he rest in peace.</li>
<li>The company's website still does not reflect this fact, and an interview with their Head of Business just two weeks after his passing, bizarrely doesn't mention it at all</li>
<li>With just six press releases in four years, the company is slow to communicate progress and remains vague on precisely which specific technologies they offer. Still a black box IMO</li>
</ul>


On September 18 2024, one of the three co-founders of Silicon Box, Dr. Sutardja, sadly passed away. An industry visionary, much loved by many. May he rest in peace.
The company's website still does not reflect this fact, and an interview with their Head of Business just two weeks after his passing, bizarrely doesn't mention it at all
With just six press releases in four years, the company is slow to communicate progress and remains vague on precisely which specific technologies they offer. Still a black box IMO


Silicon Box. A Sad Development & Sadly, Still A Black Box

<ul>
<li>India has lifted major rice export restrictions, ending duties and price caps, triggering a sharp global price correction in rice markets.</li>
<li>Global rice prices have dropped 40% since January 2024, providing relief to importing countries and reopening volumes for Indian exporters like  <a href="https://www.smartkarma.com/entities/chaman-lal-setia-exports" target="_blank" data-smartkarma-citation="entities:19024:1" rel="noopener">Chaman Lal Setia Exports (CMLTX IN)</a>.</li>
<li>Expect stronger earnings momentum for Indian rice exporters in FY26 as volumes rebound, margins expand, and India reasserts global dominance.</li>
</ul>


India has lifted major rice export restrictions, ending duties and price caps, triggering a sharp global price correction in rice markets.
Global rice prices have dropped 40% since January 2024, providing relief to importing countries and reopening volumes for Indian exporters like  Chaman Lal Setia Exports (CMLTX IN).
Expect stronger earnings momentum for Indian rice exporters in FY26 as volumes rebound, margins expand, and India reasserts global dominance.


India’s Rice Policy Reversal: Opportunity for Exporters

France
Insights on France

RBI’s Overhaul of India’s Priority Sector Lending Norms

RBI's expanded PSL norms aim to boost credit in underserved sectors, align with inflation and green goals, and reduce compliance friction for...

Nimish Maheshwari

Automobile Industry FY25: Expectations for Different Verticals

Mixed performance expected in FY25 for automobile industry with strong growth in tractors, moderate increases in 2W’s and PV’s, and slight decline...

Nimish Maheshwari

HEW: Braced For Reciprocal Tariffs

Strong US and UK PMIs boosted the US economy, however, low CPI hindered the bullish effect on the BoE. The UK government manipulated its Spring...

Phil Rush

Silicon Box. A Sad Development & Sadly, Still A Black Box

With just six press releases in four years, the company is slow to communicate progress and remains vague on precisely which specific technologies...

William Keating

India’s Rice Policy Reversal: Opportunity for Exporters

India's removal of rice export restrictions leads to global price drop, benefiting importers and boosting earnings for Indian exporters like...

Nimish Maheshwari

RBI’s Overhaul of India’s Priority Sector Lending Norms

​RBI's expanded PSL norms aim to boost credit in underserved sectors, align with inflation and green goals, and reduce compliance friction for...

Nimish Maheshwari

Automobile Industry FY25: Expectations for Different Verticals

​Mixed performance expected in FY25 for automobile industry with strong growth in tractors, moderate increases in 2W’s and PV’s, and slight decline...

Nimish Maheshwari

HEW: Braced For Reciprocal Tariffs

Strong US and UK PMIs boosted the US economy, however, low CPI hindered the bullish effect on the BoE. The UK government manipulated its Spring...

Phil Rush

Silicon Box. A Sad Development & Sadly, Still A Black Box

With just six press releases in four years, the company is slow to communicate progress and remains vague on precisely which specific technologies...

William Keating

India’s Rice Policy Reversal: Opportunity for Exporters

​India's removal of rice export restrictions leads to global price drop, benefiting importers and boosting earnings for Indian exporters like...

Nimish Maheshwari

RBI's expanded PSL norms aim to boost credit in underserved sectors, align with inflation and green goals, and reduce compliance friction for...

Mixed performance expected in FY25 for automobile industry with strong growth in tractors, moderate increases in 2W’s and PV’s, and slight decline...

India's removal of rice export restrictions leads to global price drop, benefiting importers and boosting earnings for Indian exporters like...