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.

India's Funds Are Absorbing the FPI Exit but Not Owning It

India's mutual funds are winning an ownership battle that foreign investors are walking away from. The question is whether that advantage is being built, or just inherited.

Krishnadevan V

April 14, 2026 at 6:10 AM IST

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Bata India Faces a Market That No Longer Rewards Recall

Bata's slowdown reflects a structural shift as growth and pricing power move to format-led brands targeting specific consumer segments.

Krishnadevan V

April 13, 2026 at 6:01 AM IST

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SEBI Reopens Buyback Route, but Markets May Barely Use It

SEBI revives open-market buybacks, but tax changes skew incentives, pushing promoters toward tender offers and limiting meaningful adoption.

Krishnadevan V

April 7, 2026 at 7:19 AM IST

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Unilever Simplifies Its Portfolio, HUL Still Carries the Complexity

Unilever’s sale of its global foods business excludes India, bringing HUL’s portfolio mix and valuation framework under closer market scrutiny.

Krishnadevan V

April 3, 2026 at 9:06 AM IST

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India's Next Billion-Dollar Category Has Zero Inventory and Zero Warehouses

Shares of UrbanCompany are trading closer to its issue price, in a market that is punishing everything. Not everything deserves it, but some of the punishment is earned.

Krishnadevan V

March 31, 2026 at 8:43 AM IST

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Tariffs Lift Camlin Fine but the Real Story Lies in Blends

Tariff relief is improving vanillin pricing, but investors should focus on the company’s shift toward specialty ingredient blends.

Krishnadevan V

March 24, 2026 at 6:31 AM IST

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HDFC Bank Investors Own the Risk But Not the Response

HDFC Bank’s institutional owners hold nearly 85% of the shares but exercise limited oversight, exposing a governance gap that the market may not yet fully price in.

Krishnadevan V

March 23, 2026 at 12:26 PM IST

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India's Best-Run Banks May Have a Governance Debt Coming Due

A part-time chair’s vantage point reveals how long ESOP accumulation can shift internal power and complicate oversight in banks.

Krishnadevan V

March 23, 2026 at 8:16 AM IST

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HDFC Bank Chairman's Churlish Exit Carries a Costly Sting

A veteran bureaucrat’s abrupt exit, marked by insinuation and retreat, turned a personal dispute into a credibility shock, raising questions about a chairman’s duty to safeguard institutional trust.

Krishnadevan V

March 20, 2026 at 6:14 AM IST

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India's Wheat Warning: Why the Government's Rabi Numbers May Be Wrong and What El Niño Could Do Next

Krishnadevan V

March 19, 2026 at 11:30 AM IST

Jaguar Has Bet Everything on a Buyer It Has Never Met

Jaguar's all-electric relaunch is a high-stakes wager on a luxury EV market where Porsche and Mercedes are already bleeding. Tata Motors Passenger Vehicle cannot afford to be wrong.

Krishnadevan V

March 19, 2026 at 5:19 AM IST

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India’s Warship Pipeline Is Bigger Than Its Shipyards

India's shipbuilding story is one of growing grit, gathering scale, and a defence pipeline that is pushing the industry to punch above its weight.

Krishnadevan V

March 16, 2026 at 8:08 AM IST

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Mazagon Dock Shipbuilders

India’s LPG Rescue Is Creating a Hidden Cost Shock for Industry

India’s diversion of LPG supply to protect households is tightening the supply of petrochemical feedstocks, raising costs for plastics processors, glassmakers and restaurant chains.

Krishnadevan V

March 13, 2026 at 5:55 AM IST

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India’s Retail Investing Boom Heads Toward Its First Stress Test

India’s SIP inflows dipped in February, yet the number of SIP accounts continued to rise. The real question is whether retail investors stay disciplined in the next market drawdown.

Krishnadevan V

March 11, 2026 at 9:46 AM IST

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Airtel Knows Its Customers, but Lending Them Money Is Another Matter

Airtel has data, subscribers, and an NBFC licence. What it lacks is the kind of credit discipline that separates a lender from a company that once distributed loans.

Krishnadevan V

March 6, 2026 at 8:04 AM IST

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India’s Paint Makers Built Brands on Walls but Profits Shift to Assembly Lines

Indian paint companies get consumer valuations even as profits shift to industrial and auto coatings, where OEM lock-in now drives returns.

Krishnadevan V

March 5, 2026 at 4:13 AM IST

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Tata Group’s Steady Hand Looks Less Settled

A delayed decision on N Chandrasekaran’s third term shows how Tata’s owners are redrawing the limits of professional power at Bombay House.

Krishnadevan V

February 26, 2026 at 7:07 AM IST

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RBI, Banks and Rotten Incentives: Srinath Sridharan on Mis-selling of Insurance Products

Krishnadevan V

February 25, 2026 at 9:45 AM IST

India’s Truck Boom Is Really an Old Fleet Replacement Story

India's truck recovery looks more V-shaped on the sales charts than on the profit and loss account.

Krishnadevan V

February 24, 2026 at 9:40 AM IST

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RBI Wants M&A Deals Funded by Cash Flow, Not Pledged Shares

RBI tightens pledge-backed takeover funding while opening bank-led acquisition loans, shifting Indian M&A toward cash-flow strength and real equity.

Krishnadevan V

February 18, 2026 at 11:14 AM IST

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