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 halts loan sanctions for four NBFCs due to excessive rates and rule violations, signaling concerns over rising NPAs in retail lending.</li>
<li>Slippages and delinquencies in retail loans are rising, driven by smaller loans and fintech-driven credit growth, prompting stricter regulatory scrutiny.</li>
<li>Emphasis is shifting towards cautious lending and stronger regulations to stabilize the sector, indicating a more conservative approach in India’s credit landscape.</li>
</ul>


RBI halts loan sanctions for four NBFCs due to excessive rates and rule violations, signaling concerns over rising NPAs in retail lending.
Slippages and delinquencies in retail loans are rising, driven by smaller loans and fintech-driven credit growth, prompting stricter regulatory scrutiny.
Emphasis is shifting towards cautious lending and stronger regulations to stabilize the sector, indicating a more conservative approach in India’s credit landscape.


Thematic Report: Slowdown in India's Credit Sector

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>High taxes, government spending and borrowing in Britain, along with Euro area inflation, are driving hawkish market moves. The US market isn't keeping pace, partially due to disappointing payroll data.</li><li>The US election results are uncertain, increasing the risk of Trump contesting the outcome and potential exploitation by other countries during the political void.</li><li>This political uncertainty is not expected to impact the Bank of England or Federal Reserve's decision to defy low unemployment and cut rates by 25 basis points on Thursday.</li></ul>

High taxes, government spending and borrowing in Britain, along with Euro area inflation, are driving hawkish market moves. The US market isn't keeping pace, partially due to disappointing payroll data.The US election results are uncertain, increasing the risk of Trump contesting the outcome and potential exploitation by other countries during the political void.This political uncertainty is not expected to impact the Bank of England or Federal Reserve's decision to defy low unemployment and cut rates by 25 basis points on Thursday.

External broker reports(aggregated public sources), ABN AMRO

ABN AMRO

External broker reports(aggregated public sources)

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<ul><li>The eurozone economic recovery is running out of steam, in part because of weak domestic demand.</li><li>Labour demand is softening, especially in Germany, while the overall labour market remains resilient.</li><li>Inflation fell sharply to 1.7% y/y in September, but elevated services remains a concern for the ECB. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The eurozone economic recovery is running out of steam, in part because of weak domestic demand.Labour demand is softening, especially in Germany, while the overall labour market remains resilient.Inflation fell sharply to 1.7% y/y in September, but elevated services remains a concern for the ECB. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Eurozone - Subdued Recovery Is Increasingly Shaping ECB Policy

<ul><li>September’s disinflationary Euro area news broadly unwound in October, with the HICP rate’s surprising rise to 2% y-o-y adding to hawkish GDP and unemployment news.</li><li>Co-movement in inflation and activity surprises reinforces the hawkish signal’s strength, especially as the news was broad-based across countries and core measures.</li><li>The case for a 50bp cut in December has evaporated before forming in the data. A 25bp cut remains likely before resilience urges a more gradual and limited easing cycle.</li></ul>

September’s disinflationary Euro area news broadly unwound in October, with the HICP rate’s surprising rise to 2% y-o-y adding to hawkish GDP and unemployment news.Co-movement in inflation and activity surprises reinforces the hawkish signal’s strength, especially as the news was broad-based across countries and core measures.The case for a 50bp cut in December has evaporated before forming in the data. A 25bp cut remains likely before resilience urges a more gradual and limited easing cycle.

<ul><li>The build-up of an infrastructure for hydrogen seems to closely follow the dynamics around supply and demand for hydrogen</li><li>Given that everything points to Europe not being able to meet its 2030 targets for hydrogen supply, also creating a hydrogen-fit transportation network seems to be running behind schedule</li><li>This, however, reduces the risks that TSO/DSOs are prematurely repurposing or decommissioning their pipelines</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The build-up of an infrastructure for hydrogen seems to closely follow the dynamics around supply and demand for hydrogenGiven that everything points to Europe not being able to meet its 2030 targets for hydrogen supply, also creating a hydrogen-fit transportation network seems to be running behind scheduleThis, however, reduces the risks that TSO/DSOs are prematurely repurposing or decommissioning their pipelinesContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

ESG Strategist -Which gas network operators are better prepared for the hydrogen transition?

Italy
Insights on Italy

Thematic Report: Slowdown in India's Credit Sector

RBI halts loan sanctions for NBFCs due to excessive rates and rule violations, signaling concerns over rising NPAs in retail lending and prompting...

Nimish Maheshwari

HEW: Trumping Blighty

High taxes, government spending and borrowing in Britain, along with Euro area inflation, are driving hawkish market moves. The US market isn't...

Phil Rush

Eurozone - Subdued Recovery Is Increasingly Shaping ECB Policy

The eurozone economic recovery is running out of steam, in part because of weak domestic demand. Labour demand is softening, especially in Germany,...

ABN AMRO

EA Reflation Squeezes Out 50bps

September’s disinflationary Euro area news broadly unwound in October, with the HICP rate’s surprising rise to 2% y-o-y adding to hawkish GDP and...

Phil Rush

ESG Strategist -Which gas network operators are better prepared for the hydrogen transition?

The build-up of an infrastructure for hydrogen seems to closely follow the dynamics around supply and demand for hydrogen

ABN AMRO

Thematic Report: Slowdown in India's Credit Sector

​RBI halts loan sanctions for NBFCs due to excessive rates and rule violations, signaling concerns over rising NPAs in retail lending and prompting...

Nimish Maheshwari

HEW: Trumping Blighty

High taxes, government spending and borrowing in Britain, along with Euro area inflation, are driving hawkish market moves. The US market isn't...

Phil Rush

Eurozone - Subdued Recovery Is Increasingly Shaping ECB Policy

The eurozone economic recovery is running out of steam, in part because of weak domestic demand. Labour demand is softening, especially in Germany,...

ABN AMRO

EA Reflation Squeezes Out 50bps

September’s disinflationary Euro area news broadly unwound in October, with the HICP rate’s surprising rise to 2% y-o-y adding to hawkish GDP and...

Phil Rush

ESG Strategist -Which gas network operators are better prepared for the hydrogen transition?

The build-up of an infrastructure for hydrogen seems to closely follow the dynamics around supply and demand for hydrogen

ABN AMRO

RBI halts loan sanctions for NBFCs due to excessive rates and rule violations, signaling concerns over rising NPAs in retail lending and prompting...