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.

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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

External broker reports(aggregated public sources), Nordea

Nordea

External broker reports(aggregated public sources)

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Macroeconomics

<ul><li>The Octobermanufacturing PMIrose to 53.1 from 51.6 in September.The report was decent.</li><li>The sub-indices for order intake and productionrose, and the sub-index for employment suggests that the staff situation is stable.</li><li>Delivery times picked up while price pressures remain low.All in all, the uptick in the PMI is surprising giving the weak NIER survey published earlier this week.</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 Octobermanufacturing PMIrose to 53.1 from 51.6 in September.The report was decent.The sub-indices for order intake and productionrose, and the sub-index for employment suggests that the staff situation is stable.Delivery times picked up while price pressures remain low.All in all, the uptick in the PMI is surprising giving the weak NIER survey published earlier this week.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.

<ul><li>We see CPIF at 1.3% y/y and CPIF ex energy at 1.9% y/y in October.</li><li>No details are published with the flash, but October is normally a quiet month in terms of prices changes, which also is our forecast for October this year.</li><li>One of few major price movements was electricity prices, which rose from the very low levels in previous months.</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.

We see CPIF at 1.3% y/y and CPIF ex energy at 1.9% y/y in October.No details are published with the flash, but October is normally a quiet month in terms of prices changes, which also is our forecast for October this year.One of few major price movements was electricity prices, which rose from the very low levels in previous months.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.

Swedish October Inflation Preview: A Quiet Month

<ul><li>Ahead of the Riksbank's announcement on 7 November, the big picture is unambiguous, namely that monetary policy easing is on the way.</li><li>We expect the Riksbank to cut by 50bp to 2.75% and that the Riksbank indicates that the usual cuts of 25 bp are the most likely ahead of the next monetary policy meetings.</li><li>The weak krona means that the Riksbank is unlikely to open the door ajar for a 50bp cut also in December, which otherwise could have been on the agenda. </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.

Ahead of the Riksbank's announcement on 7 November, the big picture is unambiguous, namely that monetary policy easing is on the way.We expect the Riksbank to cut by 50bp to 2.75% and that the Riksbank indicates that the usual cuts of 25 bp are the most likely ahead of the next monetary policy meetings.The weak krona means that the Riksbank is unlikely to open the door ajar for a 50bp cut also in December, which otherwise could have been on the agenda. 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.

<ul><li>The headlineESIstood at 93.6 in October, down from 94.6 in September.</li><li>Confidence indicators for the manufacturing industry as well as for the services sector deteriorated.</li><li>The weak global demand is finally hitting Swedish manufacturers.</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 headlineESIstood at 93.6 in October, down from 94.6 in September.Confidence indicators for the manufacturing industry as well as for the services sector deteriorated.The weak global demand is finally hitting Swedish manufacturers.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.

Sweden
Insights on Sweden

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

Swedish October PMI: Uptick

The sub-indices for order intake and productionrose, and the sub-index for employment suggests that the staff situation is stable.

Nordea

Swedish October Inflation Preview: A Quiet Month

No details are published with the flash, but October is normally a quiet month in terms of prices changes, which also is our forecast for October...

Nordea

Riksbank Preview: To the Rescue

Ahead of the Riksbank's announcement on 7 November, the big picture is unambiguous, namely that monetary policy easing is on the way.

Nordea

Swedish Tendency Survey: Weak but Mixed

The headlineESIstood at 93.6 in October, down from 94.6 in September. Confidence indicators for the manufacturing industry as well as for the...

Nordea

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

Swedish October PMI: Uptick

The sub-indices for order intake and productionrose, and the sub-index for employment suggests that the staff situation is stable.

Nordea

Swedish October Inflation Preview: A Quiet Month

No details are published with the flash, but October is normally a quiet month in terms of prices changes, which also is our forecast for October...

Nordea

Riksbank Preview: To the Rescue

Ahead of the Riksbank's announcement on 7 November, the big picture is unambiguous, namely that monetary policy easing is on the way.

Nordea

Swedish Tendency Survey: Weak but Mixed

The headlineESIstood at 93.6 in October, down from 94.6 in September. Confidence indicators for the manufacturing industry as well as for the...

Nordea

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