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 nuclear power capacity is projected to surge <strong>2.7 times by 2031</strong>, reaching 22.3 GW and creating a lucrative investment landscape. </li>
<li>This expansion will unlock opportunities for companies like <a href="https://www.smartkarma.com/entities/bharat-heavy-electricals" target="_blank" data-smartkarma-citation="entities:460:1" rel="noopener">Bharat Heavy Electricals (BHEL IN)</a>, <a href="https://www.smartkarma.com/entities/walchandnagar-industries" target="_blank" data-smartkarma-citation="entities:9114:1" rel="noopener">Walchandnagar Industries (WI IN)</a>, and <a href="https://www.smartkarma.com/entities/hindustan-construction-co" target="_blank" data-smartkarma-citation="entities:6446:1" rel="noopener">Hindustan Construction Co (HCC IN)</a> in manufacturing, construction, and auxiliary services. </li>
<li>The rollout of 50 Bharat Small Reactors (BSRs) presents a particularly enticing prospect with a projected investment of Rs. 2,00,000 Crore.</li>
</ul>


India's nuclear power capacity is projected to surge 2.7 times by 2031, reaching 22.3 GW and creating a lucrative investment landscape. 
This expansion will unlock opportunities for companies like Bharat Heavy Electricals (BHEL IN), Walchandnagar Industries (WI IN), and Hindustan Construction Co (HCC IN) in manufacturing, construction, and auxiliary services. 
The rollout of 50 Bharat Small Reactors (BSRs) presents a particularly enticing prospect with a projected investment of Rs. 2,00,000 Crore.


Thematic Report: India's Nuclear Power Boom: A 2.7x Growth Story

<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

<ul>
<li>
<a href="https://www.smartkarma.com/entities/reliance-industries-ltd" target="_blank" data-smartkarma-citation="entities:198:1" rel="noopener">Reliance Industries (RIL IN)</a>, is planning to ink a historic deal with Russia's Rosneft, securing a staggering 500,000 barrels of crude oil per day for the next decade: Reuters</li>
<li>The geopolitical fallout from the Russia-Ukraine conflict, coupled with sanctions imposed by Western nations, has created a unique opportunity for India to secure energy resources at a significant discount. </li>
<li>While the deal promises to enhance India's energy security and fuel its economic engine, it also risks straining ties with Western partners and exposing Reliance to potential sanctions. </li>
</ul>



Reliance Industries (RIL IN), is planning to ink a historic deal with Russia's Rosneft, securing a staggering 500,000 barrels of crude oil per day for the next decade: Reuters
The geopolitical fallout from the Russia-Ukraine conflict, coupled with sanctions imposed by Western nations, has created a unique opportunity for India to secure energy resources at a significant discount. 
While the deal promises to enhance India's energy security and fuel its economic engine, it also risks straining ties with Western partners and exposing Reliance to potential sanctions. 


How Reliance's Russian Oil Deal May Reshape India's Energy Landscape?

HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul>
<li>A Comprehensive Guide to Building AI-Powered Investment Systems: The application of Large Language Models (LLMs) in quantitative finance, focusing on the current state of LLM technology in financial applications </li>
<li>I also cover: 1. Comparative analysis of leading models                2. Implementation frameworks for production systems 3. Risk management and quality control considerations </li>
<li>Key Findings: 1. Multi-model approaches outperform single-model solutions 2. Production implementation requires robust quality controls 3. Model selection should be task-specific within the investment process </li>
</ul>


A Comprehensive Guide to Building AI-Powered Investment Systems: The application of Large Language Models (LLMs) in quantitative finance, focusing on the current state of LLM technology in financial applications 
I also cover: 1. Comparative analysis of leading models                2. Implementation frameworks for production systems 3. Risk management and quality control considerations 
Key Findings: 1. Multi-model approaches outperform single-model solutions 2. Production implementation requires robust quality controls 3. Model selection should be task-specific within the investment process 


The LLM Quant Revolution: From ChatGPT to Wall Street

Paraguay
Insights on Paraguay

Thematic Report: India's Nuclear Power Boom: A 2.7x Growth Story

India's nuclear power capacity set to surge 2.7 times by 2031, creating investment opportunities for companies like BHEL, Walchandnagar & HCC .

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

How Reliance's Russian Oil Deal May Reshape India's Energy Landscape?

Reliance Industries to secure 500,000 barrels of crude oil per day from Russia's Rosneft, amid geopolitical tensions and potential risks.

Nimish Maheshwari

The LLM Quant Revolution: From ChatGPT to Wall Street

Learn how to build AI-powered investment systems using Large Language Models, including comparative analysis, implementation frameworks, and key...

William Mann

Thematic Report: India's Nuclear Power Boom: A 2.7x Growth Story

​India's nuclear power capacity set to surge 2.7 times by 2031, creating investment opportunities for companies like BHEL, Walchandnagar & HCC .

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

How Reliance's Russian Oil Deal May Reshape India's Energy Landscape?

​Reliance Industries to secure 500,000 barrels of crude oil per day from Russia's Rosneft, amid geopolitical tensions and potential risks.

Nimish Maheshwari

The LLM Quant Revolution: From ChatGPT to Wall Street

​Learn how to build AI-powered investment systems using Large Language Models, including comparative analysis, implementation frameworks, and key...

William Mann

India's nuclear power capacity set to surge 2.7 times by 2031, creating investment opportunities for companies like BHEL, Walchandnagar & HCC .

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.

Reliance Industries to secure 500,000 barrels of crude oil per day from Russia's Rosneft, amid geopolitical tensions and potential risks.

Learn how to build AI-powered investment systems using Large Language Models, including comparative analysis, implementation frameworks, and key...