India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India-focused Independent Equity Research Analyst

Experienced (7 years +) in Sector-Specific Deep Dives and Comprehensive Company Research.

With a sharp focus on the Indian market, I specialize in providing in-depth analysis and insights to investors. Whether it's dissecting various sectors to identify emerging trends or conducting thorough fundamental research on individual companies, I'm dedicated to uncovering valuable opportunities and delivering actionable intelligence.

Passionate about navigating the nuances of the Indian equity landscape, I thrive on deciphering complex market dynamics and distilling them into clear, concise insights. 

While covering a sector or company-specific research, I cover the following :
1. Brief about company/sector
2.  Overall Industry landscape - History, Present and Future trends
3. Thesis and Anti-Thesis
4. Valuations
5. Financial & Forensic Analysis
6. Management Review
7. Key Monitorable Events
8. Guidance and Future Way Ahead

India Equity Analyst - Fundamental & Thematic

Charted Insights: How Rising Per Capita Incomes Shape Discretionary Consumption in India?

Forensic Analysis - AGS Transact Technologies: A Story Of Financial Mismanagement

Charted Insights: FII Flows Are Catalyst of Indian Equity Markets

The Religare Controversy: A Corporate Battle

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)

Argentina Financials / Thematic (Sector/Industry)

<ul>
<li>Trump's tariffs are set to impact Asia, especially economies like Vietnam who stand out with a substantial 25.1% of its GDP exposed to the US market in 2024.</li>
<li>India and Thailand face reciprocal tariff risks, while sectors like food and textiles may bear the brunt.</li>
<li>Beyond direct tariffs, non-tariff barriers in China and India and potential inflation in the US add complexity.</li>
</ul>


Trump's tariffs are set to impact Asia, especially economies like Vietnam who stand out with a substantial 25.1% of its GDP exposed to the US market in 2024.
India and Thailand face reciprocal tariff risks, while sectors like food and textiles may bear the brunt.
Beyond direct tariffs, non-tariff barriers in China and India and potential inflation in the US add complexity.


Chartered Insights: Which Asian Economies Face the Greatest Threat from US Reciprocal Tariffs?