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

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 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

<ul>
<li>Tata Power's INR 20,000-crore investment in renewables to boosts clean energy</li>
<li>Zee Entertainment's $239 million FCCBs plan: Raises funds to bolster financial position</li>
<li>India to approve INR 70,000-crore warship order: Advanced warships with Indigenous components</li>
</ul>


Tata Power's INR 20,000-crore investment in renewables to boosts clean energy
Zee Entertainment's $239 million FCCBs plan: Raises funds to bolster financial position
India to approve INR 70,000-crore warship order: Advanced warships with Indigenous components


# 31 India Insight: Tata Power Investment, Zee Fund Raise, India Defence Indigenous Components

<ul>
<li>SEBI proposes a new asset class to bridge the gap between mutual funds and portfolio management services, requiring a minimum investment of INR 10 lakh.</li>
<li>The new class targets sophisticated investors, offering higher-risk products and strategies, while ensuring regulatory compliance to curb unauthorized investments.</li>
<li>This initiative provides a regulated, higher-risk investment option for investors, encouraging innovation in AMCs' investment strategies while enhancing market depth and investor protection.</li>
</ul>


SEBI proposes a new asset class to bridge the gap between mutual funds and portfolio management services, requiring a minimum investment of INR 10 lakh.
The new class targets sophisticated investors, offering higher-risk products and strategies, while ensuring regulatory compliance to curb unauthorized investments.
This initiative provides a regulated, higher-risk investment option for investors, encouraging innovation in AMCs' investment strategies while enhancing market depth and investor protection.


SEBI's Proposed New Asset Class: Bridging Mutual Funds and Portfolio Management Services