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.

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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SaaSocalypse Fears Put Indian IT into an AI Reckoning

IT stocks clawed back from steep morning losses, yet the selloff says investors are repricing the model as AI turns from tailwind to threat.

Krishnadevan V

February 14, 2026 at 5:27 AM IST

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India’s Consumption Boom Is Passing HUL By 

Hindustan Unilever’s restructuring exposes execution strain as margins compress, core profits stall, and headline growth masks deeper operational weakness.

Krishnadevan V

February 13, 2026 at 11:54 AM IST

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HUL

India-EU Free Trade Agreement: Non-Tariff Issues Explained

Krishnadevan V

February 13, 2026 at 7:53 AM IST

Trump's Trade Deal: What India Gains and Loses in Agriculture

Krishnadevan V

February 12, 2026 at 5:34 AM IST

Used Car Marketplace CarTrade Now Earns More Than India’s Carmakers

Used-car platforms like CarTrade quietly out-earn manufacturers by turning messy second-hand car markets into high-margin data, lending, and transaction infrastructure.

Krishnadevan V

February 12, 2026 at 5:05 AM IST

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TCS as Default AI Partner Could Reshape the Entire Tata Group

How TCS becoming the Tata Group’s default AI partner, amid AI-driven market shocks and heavy dividend dependence, could reshape strategy, sourcing, and governance.

Krishnadevan V

February 11, 2026 at 4:36 AM IST

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Why Indians Know More About Crypto Than Corporate Bonds

SEBI finds Indians recognise cryptocurrency over bonds. Why participation beats predictability in markets and what behavioural finance reveals about risk.

Krishnadevan V

February 9, 2026 at 6:40 AM IST

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Maruti Suzuki's Volume Trap and the Riddle of Shrinking Returns

Maruti rode a GST-driven demand surge to its best-ever quarter. Profitability, however, moved in reverse, raising questions about whether scale is still working.

Krishnadevan V

February 4, 2026 at 7:52 AM IST

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Buyback Tax Hike Signals Government’s Capex-or-Consequences Stand

Budget 2026

New buyback tax regime is less about revenue and more about discipline. Promoters are being nudged to deploy surplus cash into capacity expansion rather than extract it, just as the state ramps up public investment.

Krishnadevan V

February 1, 2026 at 11:10 AM IST

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The Injection That Replaced Your Doctor With a Dose Chart

As Indian pharma races to launch semaglutide, obesity stops being a disease to prevent and starts looking like a subscription revenue stream.

Krishnadevan V

January 29, 2026 at 2:13 AM IST

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The Snack Boom Is India’s Tobacco Moment

Global investors are pouring billions into Indian snack brands. Profits look strong, but the long-term health and regulatory risks are mounting.

Krishnadevan V

January 28, 2026 at 4:16 AM IST

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Balaji Wafers

The Asset That India’s Markets Left Behind

India raced ahead with demat accounts and SIPs but skipped the emotional ballast. SEBI data shows why awareness surged while conviction lagged.

Krishnadevan V

January 23, 2026 at 5:03 AM IST

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SEBI's Index Proposal Tackles Governance, Leaves Competition Unaddressed

SEBI’s index regulation tackles transparency in a ₹12-trillion passive market, but leaves untouched the oligopoly quietly steering India’s largest pool of investor capital.

Krishnadevan V

January 21, 2026 at 1:43 PM IST

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Copying the iPhone Model Will Fail Auto Component Manufacturing

Budget 2026

India’s iPhone export success tempts copycat policy, but auto components need standards, engineering depth, and integration, not anchor clients

Krishnadevan V

January 21, 2026 at 5:29 AM IST

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India’s Securities Code Could Quiet Markets Without Saying a Word

India’s Securities Code consolidates market laws, enforcement and settlement to reduce friction, while raising questions on discretion, precedent and checks.

Krishnadevan V

January 19, 2026 at 9:42 AM IST

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

Krishnadevan V

January 13, 2026 at 7:42 AM IST

The Bureau

Duvvuri Subbarao on India’s Growth, Inflation Targeting and Centre–State Faultlines
Learning to Shoot: I Tried to Fly Before I Could Walk
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