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>The Union Budget 2024 expectations: Focuse on job creation, rural support, and domestic manufacturing, aiming to drive economic growth and self-reliance.</li>
<li>Employment, housing and Manufacturing will be the key priorities for Modi 3.O.</li>
<li>This Budget can see some Taxation benefits for middle-class salaried individuals by offering improved tax incentives and a simpler tax system.</li>
</ul>


The Union Budget 2024 expectations: Focuse on job creation, rural support, and domestic manufacturing, aiming to drive economic growth and self-reliance.
Employment, housing and Manufacturing will be the key priorities for Modi 3.O.
This Budget can see some Taxation benefits for middle-class salaried individuals by offering improved tax incentives and a simpler tax system.


Union Budget 2024 Expectations: The Modi 3.0 Era and Its Impact on India's Economic Growth

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Cross Asset Strategy

<ul><li>Today, I am going to address three main topics of concern for investors given the current conflicting signals from the US economy.</li><li>These are the key questions I will address, and I will summarize both the pros and cons of each viewpoint, including my own bottom line: Is liquidity no longer improving, but rather at risk of weakening in the coming months? Is the economy accelerating rather than slowing? Is the commodity complex heavily undervalued or overvalued?</li><li>The equity rotation paired with the sharp sell-off in Tech has had me thinking, and we therefore need to litmus-test every corner of our current thesis. Follow along below.</li></ul>

Today, I am going to address three main topics of concern for investors given the current conflicting signals from the US economy.These are the key questions I will address, and I will summarize both the pros and cons of each viewpoint, including my own bottom line: Is liquidity no longer improving, but rather at risk of weakening in the coming months? Is the economy accelerating rather than slowing? Is the commodity complex heavily undervalued or overvalued?The equity rotation paired with the sharp sell-off in Tech has had me thinking, and we therefore need to litmus-test every corner of our current thesis. Follow along below.

Steno Signals #109 – What if We Are All Wrong on Liquidity, Rates and Commodities?

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

Edenred offers prepaid vouchers for products and services.  The Company's vouchers for restaurant meals, childcare, and other products and services are used to reward employees and loyal customers.

<ul><li>Edenred SE is a global payment solutions company with a strong financial performance and dominant industry position</li><li>Company's stock has declined -19.50% year-to-date due to a legal investigation in Italy</li><li>Despite challenges, Edenred has a strong balance sheet, cash flow generation, and growth potential, making it a long opportunity for investors.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Edenred SE is a global payment solutions company with a strong financial performance and dominant industry positionCompany's stock has declined -19.50% year-to-date due to a legal investigation in ItalyDespite challenges, Edenred has a strong balance sheet, cash flow generation, and growth potential, making it a long opportunity for investors.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

<ul><li>After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.</li><li>Risk assets seem to be stabilizing, with crypto leading a new bull wave, while metals are selling off right, left, and center alongside a turning tide in the USD versus Asian FX and Lat-Am FX overall.</li><li>Over the week, our biggest concern, given our current tilt in industrial metals, is that manufacturing rebounds faster than anticipated by many.</li></ul>

After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.Risk assets seem to be stabilizing, with crypto leading a new bull wave, while metals are selling off right, left, and center alongside a turning tide in the USD versus Asian FX and Lat-Am FX overall.Over the week, our biggest concern, given our current tilt in industrial metals, is that manufacturing rebounds faster than anticipated by many.

Portfolio Watch: Here Comes the Metals Meltdown...

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>UK economic data was mostly as expected, but increased services inflation tipped the balance towards a hawkish stance. The ECB maintained flexibility but is likely to cut rates in September, and the BoE may need to reassess previous data to avoid a rate cut in August.</li><li>The Bank of Canada may respond to rising unemployment and low inflation with a likely consecutive rate cut, rather than adhering to the Fed's hold position.</li><li>Key data to watch include the flash PMIs, US GDP for Q2, and core PCE inflation for June.</li></ul>

UK economic data was mostly as expected, but increased services inflation tipped the balance towards a hawkish stance. The ECB maintained flexibility but is likely to cut rates in September, and the BoE may need to reassess previous data to avoid a rate cut in August.The Bank of Canada may respond to rising unemployment and low inflation with a likely consecutive rate cut, rather than adhering to the Fed's hold position.Key data to watch include the flash PMIs, US GDP for Q2, and core PCE inflation for June.

France
Insights on France

Union Budget 2024 Expectations: The Modi 3.0 Era and Its Impact on India's Economic Growth

Union Budget 2024 aims to boost job creation, rural support, and domestic manufacturing for economic growth and self-reliance, with focus on...

Nimish Maheshwari

Steno Signals #109 – What if We Are All Wrong on Liquidity, Rates and Commodities?

I am going to address three main topics of concern for investors given the current conflicting signals from the US economy.

Steno Research

Edenred Se (EDEN) - Friday, Apr 19, 2024

Edenred SE is a global payment solutions company with a strong financial performance and dominant industry position/ Company's stock has declined

Value Investors Club

Portfolio Watch: Here Comes the Metals Meltdown...

After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.

Steno Research

HEW: Rate Cuts Not Boxed-In

UK economic data was mostly as expected, but increased services inflation tipped the balance towards a hawkish stance. The ECB maintained...

Phil Rush

Union Budget 2024 Expectations: The Modi 3.0 Era and Its Impact on India's Economic Growth

​Union Budget 2024 aims to boost job creation, rural support, and domestic manufacturing for economic growth and self-reliance, with focus on...

Nimish Maheshwari

Steno Signals #109 – What if We Are All Wrong on Liquidity, Rates and Commodities?

I am going to address three main topics of concern for investors given the current conflicting signals from the US economy.

Steno Research

Edenred Se (EDEN) - Friday, Apr 19, 2024

Edenred SE is a global payment solutions company with a strong financial performance and dominant industry position/ Company's stock has declined

Value Investors Club

Portfolio Watch: Here Comes the Metals Meltdown...

After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.

Steno Research

HEW: Rate Cuts Not Boxed-In

UK economic data was mostly as expected, but increased services inflation tipped the balance towards a hawkish stance. The ECB maintained...

Phil Rush

Union Budget 2024 aims to boost job creation, rural support, and domestic manufacturing for economic growth and self-reliance, with focus on...