India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

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>FM Nirmala Sitharaman prepares to unveil the Union Budget for the fiscal year 2024-25 on July 23rd.</li>
<li>Movement of Sensex and Nifty around the Budget day and post that.</li>
<li>What sectors performed best and worst during the last 10 budget days?</li>
</ul>


FM Nirmala Sitharaman prepares to unveil the Union Budget for the fiscal year 2024-25 on July 23rd.
Movement of Sensex and Nifty around the Budget day and post that.
What sectors performed best and worst during the last 10 budget days?


Mapping Indian Market Performance Around Past 10 Budgets

Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Pan-Asia Index Flows & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

Nuvoton Technology Corp. manudfactures a wide range of semiconductor products. The Company's products lines are Consumer Electronics integrated Circuits (IC) and Computer IC.

<ul>
<li>The TDIV index tracks the top 50 names in the Taiwan Stock Exchange with the highest dividend yields. It is a yield-weighted index with unique capping rules.</li>
<li>In this insight, we take look at Quiddity's expectations for index changes and capping flows for the TDIV Index for the September 2024 index rebal event.</li>
<li>We expect one deletion and we estimate the one-way capping flow to be US$289mn.</li>
</ul>


The TDIV index tracks the top 50 names in the Taiwan Stock Exchange with the highest dividend yields. It is a yield-weighted index with unique capping rules.
In this insight, we take look at Quiddity's expectations for index changes and capping flows for the TDIV Index for the September 2024 index rebal event.
We expect one deletion and we estimate the one-way capping flow to be US$289mn.


Quiddity TDIV Sep 24 Flow Expectations: One Deletion Possible; US$289mn One-Way Capping Flows

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

<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

<ul>
<li>The T50 index represents the top 50 largest stocks by market capitalization in the Taiwan Stock Exchange (TWSE). The T100 index represents the <em>next</em> 100 largest names (51-150 ranks).</li>
<li>These indices are rebalanced quarterly. In this insight, we take a look at the names leading the race to become ADDs/DELs for the September 2024 index rebal event.</li>
<li>T50/100 index changes can also trigger TDIV index changes. <a href="https://www.smartkarma.com/entities/nuvoton-technology-corp" target="_blank" data-smartkarma-citation="entities:15913:1" rel="noopener">Nuvoton Technology (4919 TT)</a> could be involved in such a move in September 2024.</li>
</ul>


The T50 index represents the top 50 largest stocks by market capitalization in the Taiwan Stock Exchange (TWSE). The T100 index represents the next 100 largest names (51-150 ranks).
These indices are rebalanced quarterly. In this insight, we take a look at the names leading the race to become ADDs/DELs for the September 2024 index rebal event.
T50/100 index changes can also trigger TDIV index changes. Nuvoton Technology (4919 TT) could be involved in such a move in September 2024.


Quiddity Leaderboard T50/​​​100 Sep 24: Nuvoton Tech TDIV Deletion Is the Talking Point

<ul>
<li>The US Biosecure Act may restrict federal sourcing from China, boosting India's pharmaceutical manufacturing.</li>
<li>India's CDMO market is expected to double in three years, significantly enhancing global competitiveness.</li>
<li>Strategic investments in India's pharmaceutical sector now appear more promising and potentially lucrative.</li>
</ul>


The US Biosecure Act may restrict federal sourcing from China, boosting India's pharmaceutical manufacturing.
India's CDMO market is expected to double in three years, significantly enhancing global competitiveness.
Strategic investments in India's pharmaceutical sector now appear more promising and potentially lucrative.


The Impact of the US Biosecure Act on India's Pharma Export Market

Taiwan
Insights on Taiwan

Mapping Indian Market Performance Around Past 10 Budgets

FM Sitharaman to present Union Budget for FY 2024-25 on July 23rd. Analysis of Sensex and Nifty movement, best and worst performing sectors on...

Sudarshan Bhandari

Quiddity TDIV Sep 24 Flow Expectations: One Deletion Possible; US$289mn One-Way Capping Flows

Nuvoton (4919 TT)'s potential T100 deletion could also lead to a TDIV deletion. There could be six days of volume to sell in Nuvoton but the...

Janaghan Jeyakumar, CFA

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

Quiddity Leaderboard T50/100 Sep 24: Nuvoton Tech TDIV Deletion Is the Talking Point

We do not see any changes for the T50 index at present. However, we see three changes for the T100 index and one of the DELs - Nuvoton Tech - could...

Janaghan Jeyakumar, CFA

The Impact of the US Biosecure Act on India's Pharma Export Market

The US Biosecure Act may shift federal sourcing from China to India, boosting the country's pharmaceutical manufacturing and global competitiveness.

Nimish Maheshwari

Mapping Indian Market Performance Around Past 10 Budgets

​FM Sitharaman to present Union Budget for FY 2024-25 on July 23rd. Analysis of Sensex and Nifty movement, best and worst performing sectors on...

Sudarshan Bhandari

Quiddity TDIV Sep 24 Flow Expectations: One Deletion Possible; US$289mn One-Way Capping Flows

Nuvoton (4919 TT)'s potential T100 deletion could also lead to a TDIV deletion. There could be six days of volume to sell in Nuvoton but the...

Janaghan Jeyakumar, CFA

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

Quiddity Leaderboard T50/​​​100 Sep 24: Nuvoton Tech TDIV Deletion Is the Talking Point

We do not see any changes for the T50 index at present. However, we see three changes for the T100 index and one of the DELs - Nuvoton Tech - could...

Janaghan Jeyakumar, CFA

The Impact of the US Biosecure Act on India's Pharma Export Market

​The US Biosecure Act may shift federal sourcing from China to India, boosting the country's pharmaceutical manufacturing and global competitiveness.

Nimish Maheshwari

FM Sitharaman to present Union Budget for FY 2024-25 on July 23rd. Analysis of Sensex and Nifty movement, best and worst performing sectors on...

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

Quiddity Leaderboard T50/100 Sep 24: Nuvoton Tech TDIV Deletion Is the Talking Point

The US Biosecure Act may shift federal sourcing from China to India, boosting the country's pharmaceutical manufacturing and global competitiveness.