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 Biggest Mutual Fund IPO Floats on Thin Pricing Power

SBI Funds, a passive-heavy, bank-distributed AMC, will test how far regulators and markets let fee yields stretch as India’s savings shift to mutual funds. 

Krishnadevan V

July 13, 2026 at 12:41 PM IST

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Meta Doesn’t Need CRED’s Loan Book. It Wants the Borrower Signal

Meta’s reported CRED investment keeps it away from Indian lending risk. That may be the clever part. The real prize is proximity to India’s cleanest credit behaviour.

Krishnadevan V

July 8, 2026 at 6:36 AM IST

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The Real Risk in India's Biggest Private Credit Deal Isn't the Borrower

India's biggest private credit deal depends less on cash flow than on RBI rules and Tata Sons' listing decision, making collateral far riskier than it appears.

Krishnadevan V

July 6, 2026 at 4:06 AM IST

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SEBI Moves from Regulating Disclosures to Regulating Persuasion

SEBI's proposed ad rules curb celebrity influence and manipulative UX, marking a new era of investor-first financial advertising.

Krishnadevan V

July 3, 2026 at 4:10 AM IST

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Genset Maker Turns Data Centre Uptime Paranoia Into Predictable Payouts

Cummins India rides the data centre boom, yet the real rerating case lies in recurring maintenance cash flows, not in the next capex spike.

Krishnadevan V

July 1, 2026 at 10:20 AM IST

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In God We Trust; Everyone Else Gets Audited

Basis Life

What happens after a donation slips into a hundi says less about God than it does about the species that invented both prayer and locks.

Krishnadevan V

June 27, 2026 at 11:14 AM IST

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Jio’s Interest Burden Is High, Yet Its Funding Pattern Is Comfortingly Normal

Jio Platforms’ funding mix of deferred payments, leases and capitalised interest mirrors how airports, roads and other capital-intensive projects get built.

Krishnadevan V

June 26, 2026 at 8:59 AM IST

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The Contradiction at the Heart of ITC’s FMCG Strategy

ITC is betting that fragmented health and wellness niches can share its infrastructure and scale. The real test is FMCG’s share of profits.

Krishnadevan V

June 25, 2026 at 4:47 AM IST

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The Right to Gravy and Entitlement


This legal case could establish what has been secretly coveted, but publicly decried—entitlement.

Krishnadevan V

June 23, 2026 at 7:25 AM IST

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The Coming Shakeout In India’s Wealth Management Platforms

India’s new wealth boutiques are learning that high-net-worth relationships are not quite as portable as their models implied

Krishnadevan V

June 22, 2026 at 8:43 AM IST

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The Real NSE IPO Already Happened, The Listing Is Just Theatre

NSE’s “upcoming” IPO looks like a big debut, yet the hard work of going public is already done and the listing mostly rearranges the cap table.

Krishnadevan V

June 18, 2026 at 1:27 PM IST

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India’s Sovereign AI Push Gets a Tailwind from Sarvam’s Round

Sarvam’s $234 million raise makes it a unicorn but exposes a tougher question: can India really fund sovereign AI at the scale that now counts?

Krishnadevan V

June 18, 2026 at 7:54 AM IST

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India's Diagnostics Boom Is Becoming a Consumer Subscription Story

The market thinks diagnostics companies sell tests. The underlying mechanism rewards companies that turn occasional patients into recurring consumers.

Krishnadevan V

June 16, 2026 at 6:13 AM IST

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The One Word That Explains SEBI's Entire Reform Agenda

SEBI wants capital, information and liquidity to move faster. The next market shock will reveal whether speed comes at a cost.

Krishnadevan V

June 12, 2026 at 3:35 PM IST

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When Investor Protection Prevents Investors From Selling

The market thinks lower circuits protect investors. Rajesh Exports shows they can also prevent investors from selling.

Krishnadevan V

June 11, 2026 at 1:22 PM IST

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Seventeen Years After Satyam, Who Audits The Auditors?

Auditors are paid by companies they examine, but trusted by investors and lenders. Cases like Rajesh Exports raise questions about who they truly serve.

Krishnadevan V

June 9, 2026 at 6:34 AM IST

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When ESOPs Create Debt Before They Create Wealth 

How SEBI's ESOP pledge ruling affects designated employees, insider-trading risk and the growing debt trap inside India's startup economy.

Krishnadevan V

June 5, 2026 at 5:53 AM IST

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Unilever's India Party Meets Reliance's Guest List

Unilever is betting heavily on India through HUL. Can premiumisation, distribution strength and brand acquisitions justify its valuation?

Krishnadevan V

June 4, 2026 at 12:54 PM IST

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Tata Consumer Has Outgrown Its Acquisition Narrative

Tata Consumer Products’ foods now eclipse beverages, but at 75x earnings its Capital Foods deal, Starbucks venture and growing cash pile make the valuation harder to justify.

Krishnadevan V

June 2, 2026 at 6:17 AM IST

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Taiwan’s Concentration Looks More Valuable Than India

Markets now reward AI bottlenecks over broad diversification as TSMC overtakes India inside EM benchmarks.

Krishnadevan V

May 28, 2026 at 6:21 AM IST

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