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>Global oil demand growth is slowing, with projections to reach 103.8 mb/d in 2025. OPEC+ is delaying production increases amid weaker demand &amp; rising competition from non-OPEC producers like U.S.</li>
<li>Geopolitical instability, a renewable energy shift, and challenges like China's slowdown and high global interest rates are reshaping oil market dynamics, affecting prices and economic strategies.</li>
<li>OPEC's influence is waning as non-OPEC players expand and renewable energy adoption grows. The oil market's evolution highlights the urgent need for diversification in energy strategies.</li>
</ul>


Global oil demand growth is slowing, with projections to reach 103.8 mb/d in 2025. OPEC+ is delaying production increases amid weaker demand &amp; rising competition from non-OPEC producers like U.S.
Geopolitical instability, a renewable energy shift, and challenges like China's slowdown and high global interest rates are reshaping oil market dynamics, affecting prices and economic strategies.
OPEC's influence is waning as non-OPEC players expand and renewable energy adoption grows. The oil market's evolution highlights the urgent need for diversification in energy strategies.


Global Oil Market 2025: US, OPEC+ and Much More..

<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?

Japan Specialist

Mark Chadwick

<ul>
<li>US stocks ended Friday's session relatively flat, with the S&amp;P 500 closing unchanged and the Nasdaq Composite gaining 0.1%</li>
<li>Markets are bracing for a pivotal week with central banks in focus. The Federal Reserve will announce its final policy decision of the year on Wednesday</li>
<li>The Bank of Japan and Bank of England follow with decisions on Thursday.</li>
</ul>


US stocks ended Friday's session relatively flat, with the S&amp;P 500 closing unchanged and the Nasdaq Composite gaining 0.1%
Markets are bracing for a pivotal week with central banks in focus. The Federal Reserve will announce its final policy decision of the year on Wednesday
The Bank of Japan and Bank of England follow with decisions on Thursday.


Togo
Insights on Togo

Global Oil Market 2025: US, OPEC+ and Much More..

Global oil demand growth is slowing, reshaping market dynamics as OPEC's influence wanes and renewable energy adoption grows, highlighting the...

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

Ohayo Japan | Central Bank Watch

US stocks closed flat on Friday as markets prepare for a crucial week with central banks' policy decisions in focus, including the Federal Reserve...

Mark Chadwick

Global Oil Market 2025: US, OPEC+ and Much More..

​Global oil demand growth is slowing, reshaping market dynamics as OPEC's influence wanes and renewable energy adoption grows, highlighting the...

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

Ohayo Japan | Central Bank Watch

​US stocks closed flat on Friday as markets prepare for a crucial week with central banks' policy decisions in focus, including the Federal Reserve...

Mark Chadwick

Global oil demand growth is slowing, reshaping market dynamics as OPEC's influence wanes and renewable energy adoption grows, highlighting the...

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.

US stocks closed flat on Friday as markets prepare for a crucial week with central banks' policy decisions in focus, including the Federal Reserve...