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

Mapping Indian Market Performance Around Past 10 Budgets

Pre Union Budget Expectations 2024-25: Budget Likely to Strengthen the Narrative of “Viksit Bharat”

Union Budget 2024: Key Announcements for Different Industries

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

What Is Cooking in Indian Textile Sector?

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)

Paraguay Financials / Thematic (Sector/Industry)

<ul>
<li>Budget 2024 introduces revised income tax slabs, increased standard deductions, and changes to capital gains taxation, including higher rates and updated exemption limits.</li>
<li>Key updates include reduced surcharge rates for high earners, higher capital gains taxes, and increased STT on F&amp;O, affecting investor returns and compliance.</li>
<li>The budget’s changes simplify tax structures but increase tax burdens on capital gains and trading, requiring adjustments in investment strategies and tax planning.</li>
</ul>


Budget 2024 introduces revised income tax slabs, increased standard deductions, and changes to capital gains taxation, including higher rates and updated exemption limits.
Key updates include reduced surcharge rates for high earners, higher capital gains taxes, and increased STT on F&amp;O, affecting investor returns and compliance.
The budget’s changes simplify tax structures but increase tax burdens on capital gains and trading, requiring adjustments in investment strategies and tax planning.


Key Tax Changes in Budget 2024: What You Need to Know