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.

Is Geopolitics the Signal? Markets, Money Flows & Gold Explained

Krishnadevan V

January 13, 2026 at 7:42 AM IST

ICICI Lombard’s WhatsApp Slip Will Test SEBI’s Resolve

Opinion

A WhatsApp status leak at ICICI Lombard raises hard questions on UPSI discipline, draft disclosures, and how serious SEBI is about enforcement.

Krishnadevan V

January 13, 2026 at 4:13 AM IST

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A Quiet Reform That Puts India’s Insurance Model on Notice

India’s insurance reform gives the regulator power to fix broken incentives, cap commissions, curb mis-selling and reset profits towards protection.

Krishnadevan V

January 12, 2026 at 12:29 PM IST

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India’s Jewellery Boom May Be a Gold-Priced Mirage

Jewellery sales jumped 41–51% in Q3, but soaring gold prices did the heavy lifting. Investors should watch volumes, mix shifts, and inventory risk.

Krishnadevan V

January 7, 2026 at 10:10 AM IST

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Pizza Hut Fixed Its Biggest Problem and Jubilant FoodWorks Should Worry

Pizza Hut India’s Devyani Sapphire merger unifies operations, boosts decision speed, tests margins and raises pressure on Jubilant FoodWorks and Domino’s.

Krishnadevan V

January 6, 2026 at 4:23 AM IST

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India’s Cigarette Tax Hike Tests How Addicted Profits Are

India’s cigarette tax hike aims to curb consumption and price smoking closer to its social cost, despite industry pushback.

Krishnadevan V

January 2, 2026 at 12:23 PM IST

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Big Tech Just Lost India's Most Expensive Airwave Battle

India has reserved the upper 6 GHz band for Jio, Airtel, and Vi under a new policy, rejecting Apple and Meta's push for unlicensed spectrum. Infrastructure beats platforms.

Krishnadevan V

January 2, 2026 at 6:25 AM IST

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India’s Biggest Tech M&A Deal Hinges on Narrative Before Numbers

Coforge’s Encora acquisition tests whether AI-led positioning can outrun proof, as a mid-cap firm bets stock and scale on a recent generative pivot.

Krishnadevan V

December 30, 2025 at 12:04 PM IST

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SEBI’s Quiet Rule Change May Redefine Retail Market Participation

SEBI’s new BSDA framework uses defaults to reduce retail costs while structurally pressuring depository and broker revenue models.

Krishnadevan V

December 29, 2025 at 8:18 AM IST

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Is India Starving for Nutrition? The Protein Crisis in a Calorie-Sufficient Nation

Krishnadevan V

December 26, 2025 at 11:28 AM IST

Urban Company Investors Discover the True Cost of Daily Housekeeping

Opinion

InstaHelp’s rapid expansion has pushed Urban Company back into losses, testing investor faith after the IPO.

Krishnadevan V

December 22, 2025 at 7:42 AM IST

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Paytm’s Payments Story Is Solid, but the Communication Is Not

Opinion

Paytm’s AI and Postpaid pitch impressed on growth but unsettled investors on cash flow, disclosure clarity, and whether its bigger story still fits the numbers.

Krishnadevan V

December 19, 2025 at 7:49 AM IST

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Why Indian Deal Pricing No Longer Rests with Bankers

SEBI’s rule changes shift pricing power in takeovers and ESOPs from merchant bankers to independent valuers, altering how Indian deals are priced.

Krishnadevan V

December 17, 2025 at 4:03 AM IST

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What Physicswallah Built on Trust Now Balances on Cash

Physicswallah’s first letter to shareholders celebrates its performance, yet the narrative glosses over bigger risks as scale tests the mission that built the brand.

Krishnadevan V

December 10, 2025 at 11:16 AM IST

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Why Smart Dealmakers Can Now Treat SEBI as a Counterparty in M&A

SEBI’s new informal guidance scheme subtly shifts the locus of regulatory risk management and could make savvy dealmakers now treat the regulator as a strategic counterparty rather than a roadblock.

Krishnadevan V

December 9, 2025 at 12:53 PM IST

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Why Netflix Buying Warner Matters for PVR Inox Investors

Netflix’s bid for Warner could shift control of Hollywood content and squeeze India’s theatres. Investors must assess how upstream power may reshape box office flows.

Krishnadevan V

December 8, 2025 at 6:00 AM IST

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When the Rupee Tosses, Pilots Tire And Delhi Sleeps

India loses sleep as the rupee twitches and pilots cut rest, yet officials stay serene. A look at the sleep politics shaping turbulence on the ground.

Krishnadevan V

December 6, 2025 at 10:46 AM IST

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Bharti Airtel Realises Jio Was Right on Wireless Home Broadband in India

Airtel’s shift confirms Jio’s bet on wireless broadband as India’s home connectivity accelerates, reshaping market power and keeping price elasticity intact.

Krishnadevan V

December 2, 2025 at 11:11 AM IST

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Sandesara Settlement Could Rewire Credit Culture in India

Sandesara’s court-approved payout is seen as exchanging prosecution for payment, sharpening debate over fairness, consistency, and the erosion of India’s credit culture.

Krishnadevan V

November 27, 2025 at 10:17 AM IST

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Physicswallah Has Acceleration but Lacks Vector

When a teacher becomes a lender, students face debt before opportunity, and that could be a problem that ultimately damages brand equity and long-term credibility.

Krishnadevan V

November 25, 2025 at 5:44 AM IST

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