Krishnadevan V

Krishnadevan V

Krishnadevan is Editorial Director at BasisPoint Insight. He has worked in the equity markets, and been a journalist at ET, AFX News, Reuters TV and Cogencis.

Pidilite Tips Its Hat to Fevicol’s Adman but the Walls Must Hold

Pidilite honours the man who made Fevicol famous. Its next test is making waterproofing work on site, where a familiar brand cannot prevent a poorly done job.

Krishnadevan V

October 9, 2026 at 6:05 AM IST

Article related image

https://www.pidilite.com/media/advertisements

Investors Cannot Do Everyone’s Homework

Investors must judge prices and risks, but financial literacy cannot make up for opaque disclosures, unclear official data or flawed market rules

Krishnadevan V

October 6, 2026 at 7:38 AM IST

Article related image

Istock.com

The Banker HDFC Bank Found Across the Rivalry

Anup Bagchi’s move to HDFC Bank puts an ICICI veteran in charge of its fiercest rival and brings a wider leadership network across Indian finance into view.

Rishikesh Patel

Krishnadevan V

October 3, 2026 at 3:56 AM IST

Article related image

India’s Stocks Need More Than a Tax Cut

Lower taxes can improve investors’ returns, but cannot fix weak earnings or create the stocks large foreign funds need.

Krishnadevan V

October 1, 2026 at 12:38 PM IST

Article related image

iStock.com

Tata Sons Tests the Limits of Shareholder Control

A disputed chairman’s appointment has exposed a harder question than who gets the job. Can Tata Sons’ rules settle a consequential decision when its board and majority shareholder disagree?

Krishnadevan V

October 1, 2026 at 3:51 AM IST

Article related image

TRAI Directive Could Expose Telecom’s Pricing Trick

The telecom sector regulator wants to let customers refuse mobile data they do not use. For telecom investors, the test is whether operators can offer that choice without weakening the value of a basic connection.

Krishnadevan V

September 29, 2026 at 12:00 PM IST

Article related image

Istock.com

Airtel Needs More Than a ₹50 Upgrade to Defend Its Premium

Airtel’s premium valuation rests on sustained ARPU growth, profitable broadband expansion and credible returns beyond its core telecom business.

Krishnadevan V

September 25, 2026 at 4:58 AM IST

Article related image

iStock.com

RBI’s IPO Push Forces a Boardroom Test for Tata’s Trust Model

The RBI’s decision on Tata Sons’ listing tests how India’s storied conglomerate balances trusteeship, board power, minority rights and regulation.

Krishnadevan V

September 20, 2026 at 7:15 AM IST

Article related image

Tata Sons

HUL Has the Map of India but Rivals Are Finding the Consumers

A gas cylinder, a water tap and a smartphone are central to Hindustan Unilever’s next growth pitch. Yet the same shifts reshaping Indian consumption are making the market harder for an old giant to own.

Krishnadevan V

September 14, 2026 at 3:30 AM IST

Article related image

HUL

India’s Carmakers Are Preparing for a Messy Fuel Future

India’s car market is splitting across CNG, hybrids, EVs and petrol. The winners may be carmakers that can offer several answers without turning their balance sheets into a costly mess.

Krishnadevan V

September 11, 2026 at 6:03 AM IST

Article related image

istock.com

Varun Beverages Is Betting Alcohol Can Do What Pepsi Cannot

The company is entering alcohol after out-earning listed liquor rivals. The move is less about margins than escaping PepsiCo’s bottling ceiling.

Krishnadevan V

September 9, 2026 at 6:03 AM IST

Article related image

istock.com

India’s Jewellers Are Learning That Velocity Matters More Than Weight

GRT’s TBZ deal shows how costly gold is driving the case for M&A, as jewellers seek scale, faster stock turns and stronger capital discipline.

Krishnadevan V

September 4, 2026 at 11:34 AM IST

Article related image

tbztheoriginal.com

HDFC Bank’s Board Makes Succession Look Like a Scramble

HDFC Bank’s CEO transition tests whether its board planned for succession as rigorously as it managed Aditya Puri’s handover in 2020.

Krishnadevan V

September 1, 2026 at 6:13 AM IST

Article related image

The Anchor Investor Mirage in India’s IPO Boom

SEBI data show IPO anchor investor exits build over time. An anchor list signals demand at the offer price, not value, conviction or permanent ownership.

Krishnadevan V

August 28, 2026 at 10:15 AM IST

Article related image

iStock.com

NSE’s IPO Clears an Overhang, Not the Governance Test

The ₹15 billion settlement removes a major listing obstacle. Investors must still ask whether NSE has durably repaired the controls behind it.

Krishnadevan V

August 25, 2026 at 1:49 PM IST

Article related image

istock.com

The Indian Telecom Customer Investors Have Misread

India’s prepaid users talk more than postpaid customers, challenging investor assumptions about telecom value, engagement and the economics of mobile plans.

Krishnadevan V

August 17, 2026 at 12:34 PM IST

Article related image

istock.com

Avenue Supermarts Stays Off Quick Commerce, Takes a Valuation Risk

The first investor call under a new chief executive made DMart’s position clear. It will defend its low-price model, not enter the quick-commerce race.

Krishnadevan V

August 17, 2026 at 8:10 AM IST

Article related image

DMart

Zudio Made Trent Famous, Westside May Have to Save It

Zudio made Trent a retail star, but slowing store sales mean Westside’s richer margins may now decide whether its lofty valuation holds.

Krishnadevan V

August 14, 2026 at 4:25 AM IST

Article related image

Wikipedia.org

Tata’s Listed Wealth Cannot Wait on a Private Deadlock

Tata’s private succession deadlock now affects listed-company investors, strengthening the case for public accountability at Tata Sons.

Krishnadevan V

August 12, 2026 at 12:15 PM IST

Article related image

Tata Sons

SBI Cards Is Chasing Growth Where Risk Is Harder to See

SBI Cards is using EMIs and UPI to win a bigger share of multi-loan borrowers’ wallets. Wider household debt could eventually raise card stress.

Krishnadevan V

August 11, 2026 at 4:03 AM IST

Article related image

Istock.com

The Bureau

Is the RBI Behind the Curve?
Video Thumbnail
In Search of the Lesser Florican
Image
Maneet Pal Singh