Independent Economist, Forecaster and Strategist

Thomas Lam

Macroeconomics

<ul>
<li>Central banks in Developed Markets and Emerging Markets are either cutting, maintaining or hiking their respective policy rates</li>
<li>I introduce an improved Monetary Diffusion Indicator of Normal policy (MDIN) to encapsulate the dispersion of central bank policy globally</li>
<li>The MDIN, which goes back more than five decades and captures roughly 90% of central banks globally in GDP-terms, slipped to 21 in October</li>
</ul>


Central banks in Developed Markets and Emerging Markets are either cutting, maintaining or hiking their respective policy rates
I introduce an improved Monetary Diffusion Indicator of Normal policy (MDIN) to encapsulate the dispersion of central bank policy globally
The MDIN, which goes back more than five decades and captures roughly 90% of central banks globally in GDP-terms, slipped to 21 in October


Macklem, Orr, Gongsheng, Ueda, Bailey, Powell, Lagarde, Nabiullina and MDIN

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>India’s power sector faced T&amp;D losses averaging 20% between FY11 and FY19, while the ideal range is 6-8%. This is one of the biggest opportunity in Power sector.</li>
<li>As per the National Smart Grid Mission, the central government aims to install 25 crore smart meters by the end of 2025.</li>
<li>Detailed analysis includes indian listed companies creating Smart Meter along with their order book and comparison. </li>
</ul>


India’s power sector faced T&amp;D losses averaging 20% between FY11 and FY19, while the ideal range is 6-8%. This is one of the biggest opportunity in Power sector.
As per the National Smart Grid Mission, the central government aims to install 25 crore smart meters by the end of 2025.
Detailed analysis includes indian listed companies creating Smart Meter along with their order book and comparison. 


Thematic Report: Smart Meters- Mega Trend

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>BPCL Reduces the Russian Oil Intake Amid the Refinery Maintenance</li>
<li>Tata Power Acquires 40% Stake in Bhutan’s Khorlochhu Hydro Power Project</li>
<li>Ambuja Cements Aims for 140 Million Tonne Capacity by 2028</li>
</ul>


BPCL Reduces the Russian Oil Intake Amid the Refinery Maintenance
Tata Power Acquires 40% Stake in Bhutan’s Khorlochhu Hydro Power Project
Ambuja Cements Aims for 140 Million Tonne Capacity by 2028


# 69 India Insight: Tata Power in Hydro Project, Ambuja Capacity Expansion, BPCL Reduces Oil Intake

China New Economy Equity Analyst, Blue Lotus Research Institute

Robert McKay

China New Economy Equity Analyst

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

<ul>
<li>Despite wide-spread social media expectations of China's electronics industry benefiting from Middle East supply chain disruptions following explosive incidents, September trade data suggested otherwise;</li>
<li>Middle East exports declined 2.1% yoy, underperforming other regions, while electronics were worse, declining 7.0% yoy. Communication device exports to Iran, Palestine and Lebanon were among the worst performing categories;</li>
<li>This suggests terrorist related trade was a negligible portion. As customs data are two-way verifiable, we believe we can safely conclude China doesn't benefit from the war in Mid East.</li>
</ul>


Despite wide-spread social media expectations of China's electronics industry benefiting from Middle East supply chain disruptions following explosive incidents, September trade data suggested otherwise;
Middle East exports declined 2.1% yoy, underperforming other regions, while electronics were worse, declining 7.0% yoy. Communication device exports to Iran, Palestine and Lebanon were among the worst performing categories;
This suggests terrorist related trade was a negligible portion. As customs data are two-way verifiable, we believe we can safely conclude China doesn't benefit from the war in Mid East.


Did China Exports Really Benefit from the Israel/Lebanon Pager Attack?

<ul>
<li>Nvidia and Reliance Partner to Build AI Infrastructure in India</li>
<li>NMDC Raises Iron Ore Prices by Over 18% Since August</li>
<li>GMR Group Raises INR 6,300 Crore from ADIA for Debt Refinancing</li>
</ul>


Nvidia and Reliance Partner to Build AI Infrastructure in India
NMDC Raises Iron Ore Prices by Over 18% Since August
GMR Group Raises INR 6,300 Crore from ADIA for Debt Refinancing


# 68 India Insight: Nvidia & Reliance Partnership, NMDC Price Raise, GMR INR 6,300 Crore from ADIA

Palestine
Insights on Palestine

Macklem, Orr, Gongsheng, Ueda, Bailey, Powell, Lagarde, Nabiullina and MDIN

The MDIN, which synthesizes DM and EM central bank policy dispersion, offers insights into worldwide interest rate policy cycles.

Thomas Lam

Thematic Report: Smart Meters- Mega Trend

India's power sector has high T&D losses, creating a major opportunity for improvement. The government aims to install 25 crore smart meters by...

Nimish Maheshwari

# 69 India Insight: Tata Power in Hydro Project, Ambuja Capacity Expansion, BPCL Reduces Oil Intake

BPCL reduces Russian oil intake due to refinery maintenance, Tata Power buys stake in Bhutan hydro project, Ambuja Cements targets 140 million...

Sudarshan Bhandari

# 68 India Insight: Nvidia & Reliance Partnership, NMDC Price Raise, GMR INR 6,300 Crore from ADIA

Nvidia and Reliance collaborate on AI infrastructure in India, NMDC hikes iron ore prices by 18%, GMR Group secures INR 6,300 crore from ADIA for...

Sudarshan Bhandari

Macklem, Orr, Gongsheng, Ueda, Bailey, Powell, Lagarde, Nabiullina and MDIN

The MDIN, which synthesizes DM and EM central bank policy dispersion, offers insights into worldwide interest rate policy cycles.

Thomas Lam

Thematic Report: Smart Meters- Mega Trend

​India's power sector has high T&D losses, creating a major opportunity for improvement. The government aims to install 25 crore smart meters by...

Nimish Maheshwari

# 69 India Insight: Tata Power in Hydro Project, Ambuja Capacity Expansion, BPCL Reduces Oil Intake

​BPCL reduces Russian oil intake due to refinery maintenance, Tata Power buys stake in Bhutan hydro project, Ambuja Cements targets 140 million...

Sudarshan Bhandari

Did China Exports Really Benefit from the Israel/Lebanon Pager Attack?

Despite expectations, China's Middle East exports have yet to see benefit from the pager attacks. On the contrary, electronics and communication...

Blue Lotus Research Institute

# 68 India Insight: Nvidia & Reliance Partnership, NMDC Price Raise, GMR INR 6,300 Crore from ADIA

​Nvidia and Reliance collaborate on AI infrastructure in India, NMDC hikes iron ore prices by 18%, GMR Group secures INR 6,300 crore from ADIA for...

Sudarshan Bhandari

India's power sector has high T&D losses, creating a major opportunity for improvement. The government aims to install 25 crore smart meters by...

BPCL reduces Russian oil intake due to refinery maintenance, Tata Power buys stake in Bhutan hydro project, Ambuja Cements targets 140 million...

Nvidia and Reliance collaborate on AI infrastructure in India, NMDC hikes iron ore prices by 18%, GMR Group secures INR 6,300 crore from ADIA for...