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.

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Thematic (Sector/Industry)

<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>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

<ul>
<li>
<a href="https://www.smartkarma.com/entities/national-stock-exchange" target="_blank" data-smartkarma-citation="entities:23751:1" rel="noopener">National Stock Exchange (NSEIN IN)</a> updated rule on Collateral for Margin Requirement in Intraday &amp; F&amp;) Trading. </li>
<li>NSE almost trimmed 1000 Securities acceptable as collateral, leaving only about 730 counters for F&amp;O and intraday traders to pledge for margin trading facility.</li>
<li>New Rules will be applicable step by step till Nov-24.</li>
</ul>



National Stock Exchange (NSEIN IN) updated rule on Collateral for Margin Requirement in Intraday &amp; F&amp;) Trading. 
NSE almost trimmed 1000 Securities acceptable as collateral, leaving only about 730 counters for F&amp;O and intraday traders to pledge for margin trading facility.
New Rules will be applicable step by step till Nov-24.


NSE Is Making Future & Options Trading Harder!!!

<ul>
<li>In Real-time market (RTM) Power volumes surged by 20% in June, reflecting the need for immediate power delivery during sudden high-demand periods.</li>
<li>Indian Govt has extended the blending period of imported coal to Jun-24 to meet the rising demand. </li>
<li>Rising Power demand will create a lot more opportunity across value chain including transformers, cables, smart meters etc.</li>
</ul>


In Real-time market (RTM) Power volumes surged by 20% in June, reflecting the need for immediate power delivery during sudden high-demand periods.
Indian Govt has extended the blending period of imported coal to Jun-24 to meet the rising demand. 
Rising Power demand will create a lot more opportunity across value chain including transformers, cables, smart meters etc.


Thematic Report- Indian Power at Peak: Value Chain Stocks

Nimish Maheshwari, an independent analyst and co-founder of Beat The Street, is an investing platform garnering more than 85,000+ followers across social media. 
His deep insights and forensic analysis have been featured in some of India's most prominent publications, including the Economic Times, The Morning Context, The Ken,  Dalal Street Investment Journal, Moneylife by Sucheta Dalal, and TheCore.in.
He has a keen eye for identifying red flags in Indian listed companies and has identified exclusive red flags earlier in Adani, Vedanta, Nykaa, Gland Pharma, Brightcom Group etc.