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.

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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Swiggy’s Boardroom Defeat Signals a New Era for Startups

Swiggy's failed AoA amendment exposed the new bargain between Indian startup founders and public-market investors.

Krishnadevan V

May 25, 2026 at 4:13 AM IST

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Hyundai’s India Growth Story Carries a Seoul Discount

Hyundai’s India factory push is scaling up fast, but investors are starting to ask how much of the upside will stay in India.

Krishnadevan V

May 22, 2026 at 9:03 AM IST

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India Telecom’s Pricing Power Story Is Starting to Fray

Telecom companies’ pricing power may not be as strong as investors think, with slowing ARPU momentum exposing limits to tariff-led growth.

Krishnadevan V

May 19, 2026 at 12:26 PM IST

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Has Quick Commerce Changed What Counts as an FMCG Moat?

Henkel’s Pril rethink raises a larger question about whether some FMCG categories still need old-style distribution moats.

Krishnadevan V

May 15, 2026 at 6:17 AM IST

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The Business Holding Blinkit's Margins Together Is Amazon's Home Turf

Blinkit's path to 5-6% EBITDA margins depends on advertising income. Amazon Now is quietly making that the most contested number in Indian internet commerce.

Krishnadevan V

May 7, 2026 at 1:45 PM IST

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When an India Bull Turns Underweight

A long-standing supporter of India is stepping back, not because the story has broken, but because the world that sustained it is being repriced.

Krishnadevan V

May 4, 2026 at 9:13 AM IST

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Bigger Sun, Dimmer Returns

Sun Pharma’s $11.75 billion Organon deal adds scale and new markets, but higher debt and lower returns raise questions over its valuation premium.

Krishnadevan V

April 30, 2026 at 10:35 AM IST

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Eggonomics Meets AI in India as IVF Data Lags

India's IVF market is growing at 16% a year. What it measures as success depends entirely on who is counting.E

Krishnadevan V

April 29, 2026 at 6:50 AM IST

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Foreign Money Is Not Ignoring India, It Is Screening It Out

Valuation alone is not enough as global investors price governance, test liquidity, and assess exits.

Krishnadevan V

April 27, 2026 at 8:05 AM IST

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Adani and Blinkit are Ending the Airport Price Trap

Inside airports, urgency once justified steep markups. Blinkit’s entry into Adani terminals introduces real-time choice, forcing a rethink of captive pricing.

Krishnadevan V

April 18, 2026 at 5:24 AM IST

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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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