Selected Tag: Krishnadevan V
Selected Tag: Krishnadevan V
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

Opinion

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

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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IRDAI

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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iStock.com/D. Talukdar

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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Jimmy vikas/cc

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

Krishnadevan V

December 26, 2025 at 11:28 AM IST

Opinion

Urban Company Investors Discover the True Cost of Daily Housekeeping

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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AI Photo

Opinion

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

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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AI Generated

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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Linkedin

SEBI Takes Its First Steps Toward Being What It Asks of Markets

SEBI’s proposed new in-house ethics code targets conflicts, boosts transparency, and aligns India with global governance standards to restore investor trust.

Krishnadevan V

November 16, 2025 at 9:17 AM IST

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Washington and Mumbai Align as SEC and SEBI Rethink Regulation

From Washington to Mumbai, regulators are converging on trust, not control. A new chapter in global market governance is quietly unfolding.

Krishnadevan V

November 13, 2025 at 10:45 AM IST

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Jimmy vikas/cc

Buffett’s Last Letter is a Blueprint for Corporate Maturity

Warren Buffett’s defines leadership for boardrooms by stating that lasting legacy comes from letting go, not clinging to control.

Krishnadevan V

November 13, 2025 at 4:28 AM IST

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Via WikiCommons

Lenskart’s Virtue Narrative Gets a Market Reality Check

Markets took purpose washing to the cleaners as Lenskart’s weak debut exposed the gap between moral capitalism and real investor conviction.

Krishnadevan V

November 10, 2025 at 2:27 PM IST

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Bharti Airtel Keeps Scoring but Parries Questions on Capex Intensity

Bharti Airtel’s quarter showed strong execution and premiumisation. The market now wants the company to articulate its future more clearly, as silence still carries a price.

Krishnadevan V

November 6, 2025 at 10:33 AM IST

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Lenskart Grooms to Wed the Market, Profits Must Endure the Morning After

Lenskart’s IPO optics look sharp, but investors must ask whether its long-term vision is backed by durable profits when growth and competition intensify again.

Krishnadevan V

October 31, 2025 at 9:05 AM IST

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Reliance is Turning Its Energy Bill Into a Business Model

RIL rewires its future as solar and storage power its expansion, shifting energy from its biggest bill to its boldest competitive advantage.

Krishnadevan V

October 24, 2025 at 4:42 AM IST

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RIL website

Basis Life

When Festival Sales Outsmart Our Better Judgement

Festival sales tap psychology, not persuasion, using scarcity, credit and choice overload to turn seasonal joy into a masterclass in impulse buying.

Krishnadevan V

October 20, 2025 at 9:23 AM IST

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Reliance Turns Bottled Water Into Its Next Big Disruption

Reliance launches Campa Sure with sharp pricing and massive reach, squeezing rivals, as ₹15 a litre resets bottled water economics across India.

Krishnadevan V

October 17, 2025 at 6:32 AM IST

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The Most Profitable Part of LG Electronics Is the Least Obvious

LG Electronics has a profitable business hiding in the open and powering its margins

Krishnadevan V

October 8, 2025 at 11:29 AM IST

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Traders Should Brace For Shock From GIFT City’s Daily Option Expiry Push

GIFT City’s daily expiry options could quietly reshape NSE’s rhythm as offshore flows ripple into Mumbai’s markets. Traders must adapt fast.

Krishnadevan V

October 7, 2025 at 1:07 PM IST

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Pooja T S/Via Wikicommons

When RBI Rules Push a Tata Giant to Market, Unexpected Openings Emerge

Tata Capital's regulatory-driven IPO offers investors exposure to an established NBFC brand whose valuation merits scrutiny.

Krishnadevan V

October 7, 2025 at 5:52 AM IST

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tata.com

The Stain Theory of Investing

From tariffs to AI, every setback is being spun into a strategy. Investors should beware India’s growing stain premium before the rinse begins.

Krishnadevan V

October 6, 2025 at 8:36 AM IST

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Amey Bane/iStockphoto.com

India’s Biggest Investor Base Is Still on the Sidelines

If knowledge alone built wealth, India would be teeming with Warren Buffetts by now. Millions of Indian households know about investing in securities. Very few of them actually bother to do it.

Krishnadevan V

October 3, 2025 at 1:10 PM IST

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Jimmy vikas/cc

Monetary Policy

Banks Poised to Challenge NBFCs As RBI Unshackles Restrictions

RBI relaxes capital market lending, acquisition financing norms and higher share lending limits for banks after decades of restrictions

Krishnadevan V

October 1, 2025 at 10:10 AM IST

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India Hard-Sells Oil PSUs as Government Grows Restless With Investor Apathy

Government stages unprecedented oil PSU roadshow to counter investor bias. Ministry and IOC management pitch systematic engagement strategy.

Krishnadevan V

September 28, 2025 at 5:17 PM IST

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Why JLR's £2 Billion Loss Could Change Corporate Insurance Forever

How Tata Motors’ JLR's cyber insurance fumble turned a manageable crisis into an existential catastrophe

Krishnadevan V

September 25, 2025 at 9:30 AM IST

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Via WikiCommons

PSU Bank Mergers Without Deal-Making Skills Will Have Little Global Impact

India's state-owned banks excel at lending but lose billion-dollar deals to global rivals. Why PSU banks need deal-making DNA for Viksit Bharat 2047.

Krishnadevan V

September 18, 2025 at 5:54 AM IST

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Urban Company Monetises India's Growing Impatience 

Urban Company IPO stampede highlights India's ultimate irony with chronically tardy culture funding punctuality platforms at premium valuations.

Krishnadevan V

September 11, 2025 at 12:41 PM IST

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Urban Company

When Happy Couples Hurt the Bottom Line 

India's matrimonial market leader wants investors to trust the billing bonanza while overlooking margin pressure.

Krishnadevan V

September 10, 2025 at 6:17 AM IST

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iStock.com/PRASANNAPiX

Ban It, Bill It

By outlawing online money gaming but taxing it at 40%, India turns prohibition into revenue collection and blurs the line between morality and money.

Krishnadevan V

September 5, 2025 at 2:58 PM IST

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India Hopes GST Rate Cuts Might Have Just Triggered Its Biggest Consumer Boom

India's GST overhaul delivers massive stimulus at ₹480 billion cost, hoping to bolster consumption.

Krishnadevan V

September 4, 2025 at 2:03 PM IST

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Inside Indian Hotels’ Bold ₹2 Billion Mid-Scale Hotel Takeover

Indian Hotels bets big on India’s middle class, using Clarks to double Ginger’s scale and secure the fastest-growing hospitality tier.

Krishnadevan V

August 27, 2025 at 8:07 AM IST

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Clarks website

Can Varun Beverages’ Operational Heft Help Pepsi Hold Market Share in India?

PepsiCo bottler Varun Beverages battles intensifying competition as volumes fall 3% amid aggressive pricing pressure from Campa and Coke rivals.

Krishnadevan V

August 21, 2025 at 1:04 PM IST

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istocks

Mukesh Ambani Plays Long Game as Jio Preps for Blockbuster IPO

Jio abandons discount strategy in calculated shift from subscriber growth to profitability, signalling IPO readiness

Krishnadevan V

August 20, 2025 at 8:46 AM IST

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PB Fintech’s Growth Obsession Risks Turning Its Fortress into a Frontier

PB Fintech’s bid to expand from insurance to wealth and health faces investor doubts over focus, brand strength, and execution capacity.

Krishnadevan V

August 19, 2025 at 7:42 AM IST

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PB Fintech

Lifting the Lid on Regulatory Silence

Confidentiality preserves stability, but markets work better when regulators disclose the nature of rule breaches without naming names.

Krishnadevan V

August 18, 2025 at 12:47 PM IST

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India’s Costliest Bond Faces Clock as Tata Talks Advance

Shapoorji Pallonji  Group’s talks to sell its Tata Sons stake could erase India’s costliest bond burden, but valuation and time pressure make it a cliffhanger.

Krishnadevan V

August 11, 2025 at 12:58 PM IST

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Konkan Railway/WikiCommons

Interview

PM Adviser Sanyal Bats for Process Reforms, Plays Down Trump’s Jibes

Sanjeev Sanyal says India’s growth is intact, urges process reforms, and calls TCS layoffs part of healthy tech churn.

Krishnadevan V

August 7, 2025 at 7:20 AM IST

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Sanjeev Sanyal on Trump, India’s Growth Path, and Process Reforms

Krishnadevan V

August 6, 2025 at 3:57 AM IST

TCS Job Cuts

Indian IT’s Trust Deficit Widens as TCS Wields the Axe

TCS’s 12,000 layoffs expose cracks in India’s tech reskilling story and raise deeper questions about leadership credibility and workforce trust.

Krishnadevan V

August 2, 2025 at 9:07 AM IST

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File photo

SEBI Catches BSE Red Handed, But Penalty Barely Scratches the Surface

SEBI exposes BSE's discrimination in disseminating disclosures, favouring select clients over retail investors, but imposes a laughable ₹2.5 million penalty.

Krishnadevan V

July 29, 2025 at 8:25 AM IST

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Amey Bane/iStockphoto.com

This Boring CEO Turned Mundane into Meditation To Strike Strategic Gold

Boring beats brilliant. DMart MD and CEO Ignatius Navil Noronha's 22-year mundane mastery playbook reveals how routine reverence builds retail riches.

Krishnadevan V

July 24, 2025 at 10:48 AM IST

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iStocks/triloks

How SEBI Will Make Sure You Know Exactly What You Buy

SEBI’s draft circular enforces true-to-label naming, caps portfolio overlaps and mandates lock-ins, simplifying fund choices and boosting clarity.

Krishnadevan V

July 23, 2025 at 6:07 AM IST

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Why Most Famous Fund Managers Aren’t as Good as You Think

Don’t confuse a fund manager’s charisma with performance. Despite the hype, data show most star fund managers underperform.

Krishnadevan V

July 18, 2025 at 7:22 AM IST

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Jane Street Case Highlights Index Flaws and Information Asymmetry

Jane Street's manipulation of stock indices exposes deep structural weaknesses. Transparency reforms and exchange-agnostic benchmarks are the real solution.

Krishnadevan V

July 17, 2025 at 3:58 AM IST

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Avenue Supermarts Plays the Long Game as Quick Commerce Nips at Its Heels

DMart faces quick-commerce heat, but its disciplined, ownership-heavy model and selective expansion keep its long-term promise alive.

Krishnadevan V

July 16, 2025 at 11:54 AM IST

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iStock.com/triloks

Market Integrity, Revenue Pressures, And Jane Street Episode

SEBI’s probe into Jane Street’s alleged index manipulation raises urgent questions about market integrity and investor protection in India.

Krishnadevan V

July 10, 2025 at 5:37 AM IST

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Via WikiCommons

Sheela’s Kurlon Romp Made Investors Lose Sleep; Will CEO Exit Turn Up Heat?

Even as Sheela Foam grapples with integration and margin pressures post-Kurlon acquisition, the CEO’s exit compounds the challenges of ongoing consolidation.

Krishnadevan V

July 4, 2025 at 8:55 AM IST

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Company report

Why US Supply Chain Access Could Be India’s Defence Gamechanger

India’s defence sector is set to break barriers and the stock market has taken notice.

Krishnadevan V

June 27, 2025 at 5:11 AM IST

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Tata Aerospace

Trent’s Retail Playbook Juggles Growth, Loyalty, And Scale

Trent is growing fast, expanding smart, and priced high. Can its retail momentum defy gravity, or will the law of large numbers catch up?

Krishnadevan V

June 23, 2025 at 9:28 AM IST

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Rajasekhar1961/Via WikiCommons

India Risks Becoming Data Rich But Cognition Poor In The AI Era

India must move beyond data sovereignty to build and own LLMs as critical infrastructure, ensuring true AI autonomy and cultural integrity.

Krishnadevan V

June 20, 2025 at 1:54 AM IST

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How Gillette India Got Its Razor’s Edge Back 

Gillette India pivoted from razors to relevance with tech-led disruption, product innovation, and a bold play for grooming’s future.

Krishnadevan V

June 17, 2025 at 7:38 AM IST

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Gillette India Website

How Agile FMCG Firms Are Navigating India’s Demand Divide

The consumer market is changing — in both what it consumes and how. Local players are outpacing giants amid digital, regulatory, and channel transformation.

Krishnadevan V

June 14, 2025 at 6:56 AM IST

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Jio, Bharti Show There Is More Than One Way To Win In Telecom Market

India’s telecom sector is split between subscriber growth and revenue leadership. Is there a deeper contest between scale and profitability?

Krishnadevan V

June 11, 2025 at 2:11 PM IST

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AI Generated

Why Flash Crashes Could Be India’s Next Market Nightmare

Trading on the NSE has entered a new era. Colocation and algorithms now dominate, reshaping access and speed as traditional terminals fade.

Krishnadevan V

June 4, 2025 at 11:04 AM IST

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AI Photo

Why India’s Food Shelves May Soon Look Very Different

The food regulator’s ban on “100%” claims will hit premiumisation, squeeze profit margins, and push brands to rethink value signals.

Krishnadevan V

June 4, 2025 at 10:06 AM IST

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AI Photo

Basis Life

BCCI Can Call Time-Out On India’s Spitting Habit

India battles a costly, unhealthy spitting habit. Can cricket icons and the BCCI inspire a cleaner nation on and off the field?

Krishnadevan V

June 1, 2025 at 4:51 AM IST

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The Case For A Governance Reset At IndusInd Bank

SEBI called out IndusInd’s failures. Insider trades, delayed disclosure, and board apathy demand RBI intervention to protect market integrity.

Krishnadevan V

May 29, 2025 at 10:49 AM IST

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What Went Wrong for India's Most Loved Kitchen Brand

TTK Prestige’s March quarter loss reveals deeper structural pain as rural demand dries up, exports wobble, and India’s kitchen icon fights to stay relevant.

Krishnadevan V

May 28, 2025 at 9:16 AM IST

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Wikicommons

Why Big Money Is Ditching CDSL And What It Means For NSDL IPO

Institutional investors exit CDSL as SEBI's fee transparency rules disrupt revenue models, clouding NSDL IPO's market positioning.

Krishnadevan V

May 27, 2025 at 9:30 AM IST

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Jimmy vikas/cc

HAL Is Soaring But Still Tethered To The Ground

Hindustan Aeronautics is recasting itself as India’s aerospace leader, but future growth depends on execution, autonomy, and global credibility.

Krishnadevan V

May 27, 2025 at 6:45 AM IST

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HAL website

Did Vodafone Idea Just Outsmart India's Entire Telecom Policy?

India’s telecom bailout turns messy as Vodafone Idea leverages govt’s 49% stake to seek judicial relief, risking endless taxpayer-funded rescues.

Krishnadevan V

May 16, 2025 at 8:37 AM IST

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India’s Satcom Dreams Are Grounded In Reality, Not Disruption

TRAI’s satellite spectrum policy aims for inclusion, not disruption, ensuring Airtel and Jio retain their market dominance.

Krishnadevan V

May 14, 2025 at 2:06 AM IST

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iStock.com/triloks

Why The Rulebook Matters In Bankruptcy Cases

The JSW Steel–Bhushan Power case is a litmus test for India’s bankruptcy code: will the rule of law prevail, or will pragmatic compromises undermine it?

Krishnadevan V

May 13, 2025 at 5:43 AM IST

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Why Infosys Must Spin Off Its AI Business  

Infosys’ AI ambitions risk being stifled by legacy structures. Spinning off this division could unlock its potential and drive more and faster innovation.

Krishnadevan V

May 12, 2025 at 4:26 AM IST

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Infosys File Photo

Don’t Mistake Calm For Clarity

India’s market resilience after Operation Sindoor shows strength but may hide risks. Markets are quick to forget and quicker to correct.

Krishnadevan V

May 8, 2025 at 1:32 AM IST

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JSW's Court Blow Boosts Indigo Paints' Bid for Akzo India

JSW’s court setback clouds its Akzo bid, boosting Indigo Paints’ chances in a high-stakes M&A battle reshaping India’s paint sector.

Krishnadevan V

May 4, 2025 at 4:22 PM IST

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Hindustan Unilever’s Margin Moat Now A Muddy Trench

HUL’s move to focus on volume growth even at the cost of margins is not a strategy; it is about surviving amid smaller, nimbler competition.

Krishnadevan V

May 4, 2025 at 3:53 PM IST

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GrindtXX/Via WikiCommons

Could An SML Isuzu–Swaraj Engines Merger Be Mahindra’s Next Big Move?

M&M’s push to acquire SML Isuzu could pave the way for a merger with Swaraj Engines, unlock rural logistics synergies and boost market share.

Krishnadevan V

April 30, 2025 at 2:55 PM IST

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Reliance’s Efficiency DNA Faces a Test of Intimacy

The next phase of RIL’s empire hinges not on scale, but on emotional loyalty.

Krishnadevan V

April 29, 2025 at 4:55 AM IST

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CGGCA201/Via WikiCommons

Maggi Beats Sunscreen In FMCG Smackdown

Nestle’s food-led surge and HUL’s personal care drag, signal a structural shift in India’s FMCG growth story.

Krishnadevan V

April 25, 2025 at 12:53 PM IST

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Tata Consumer’s Growth Steams Ahead, but Margins Lose Flavour

The branded goods major delivered substantial volumes and global growth, but commodity costs still cloud its profit outlook.

Krishnadevan V

April 23, 2025 at 3:22 PM IST

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tataconsumer.com

India’s Consumer Engine Is Sputtering Back To Life

The recovery is real but selective, digital, and harder to predict than ever.

Krishnadevan V

April 23, 2025 at 11:25 AM IST

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Rio Tinto's New Green Route To The West Via India

Rio Tinto eyes India for a $7 billion green aluminium hub, chasing ESG premiums as Western buyers demand low-carbon metals.

Krishnadevan V

April 22, 2025 at 1:59 PM IST

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Sunscreen Gets FMCG Giant, Minnow Hot Under The Collar

A ₹74 billion market is sizzling as HUL and Mamaearth clash over sunscreen claims. Investors should look past the shade and spot the signal.

Krishnadevan V

April 21, 2025 at 12:09 PM IST

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Retention Is the New Acquisition In Indian IT’s Slowdown Year

Indian IT majors TCS, Infosys, and Wipro are prioritising client retention over new deals, focusing on long-term value in a slow market.

Krishnadevan V

April 18, 2025 at 10:30 AM IST

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Siemens Finds Focus As Energy Arm Gears For Spin-Off

The Siemens India demerger creates a pure-play in digital infrastructure and automation—while its energy twin must find its footing fast.

Krishnadevan V

April 17, 2025 at 5:43 AM IST

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iStock.com/Teka77

Vedanta’s Break-up Plan Hits A Wall As Markets See Dividend Risks

A court block on Vedanta’s power unit spin-off casts doubt on its demerger timeline, debt plans—and the generous dividends investors bank on.

Krishnadevan V

April 17, 2025 at 4:31 AM IST

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Bluerasberry/Via WikiCommons

Don’t Nudge What Ain’t Broken

Pushing mutual funds towards PSUs risks turning fund managers into policy tools—not ideal to build market trust.

Krishnadevan V

April 16, 2025 at 4:03 AM IST

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iStock.com/MF3d

Don’t Fix Market Volatility; It’s A Feature, Not A Bug

Investors who obsess over the exact turning point miss the deeper truth: in uncertain times, success depends less on timing and more on temperament.

Krishnadevan V

April 14, 2025 at 3:45 AM IST

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Festivals Won’t Fix What’s Broken In Auto Retail

Auto retail saw modest gains last financial year, but rising costs, weak bookings, and high inventories cloud the road ahead despite festive bumps.

Krishnadevan V

April 8, 2025 at 10:34 AM IST

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iStock.com/Naturecreator

What Got You Here, Won’t Get You There, Say IT Recruiters As Hiring Slows

Even as IT hiring is sombre, AI roles soar. India’s tech workforce faces a brutal truth: traditional coding chops won’t cut it. The time to reboot was yesterday.

Krishnadevan V

April 7, 2025 at 12:12 PM IST

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iStock.com/Kandarp Gupta

SEBI’s Derivatives Expiry Standardisation Move Can Stifle Competition

The derivatives pot has been stirred, again. The debate between investor protection and competition comes to fore.

Krishnadevan V

Sunil Goel

March 31, 2025 at 5:02 AM IST

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Why RBI Must Ban Derivative Trades By Bank Insiders

IndusInd insiders traded derivatives while holding price-sensitive data. RBI must stop such conflicts before they corrode trust in the banking system.

Krishnadevan V

March 27, 2025 at 5:07 AM IST

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Generalising/via Wikimedia Commons

Risk Takes Backseat As Young India Finfluences

Throwing the baby out with the bathwater is not a solution; finfluencers should be enlisted to spread financial literacy.

Krishnadevan V

March 25, 2025 at 9:46 AM IST

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iStock.com/Satoshi-K

Capital, Control And Clarity Will Shape India’s Insurance Overhaul

India's 100% FDI push in insurance may shake up ownership, but clarity on capital rules and market impact will decide its true outcome.

Krishnadevan V

March 23, 2025 at 2:49 AM IST

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Christopher John SSF/via Wikimedia Commons

SEBI's Curbs Keep Indian Investors Out Of Global Markets, Limiting Returns

SEBI’s overseas investment limits trap Indian investors, exposing them to volatility when FIIs exit and denying them access to global growth.

Krishnadevan V

March 19, 2025 at 3:38 AM IST

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Jimmy vikas/cc

Opinion

Lost Speeches, Lost Wisdom: SEBI’s Institutional Gap  

The absence of Madhabi Puri Buch’s speeches from SEBI’s website raises serious concerns about regulatory memory and transparency.

Krishnadevan V

March 10, 2025 at 5:44 AM IST

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Regulation

Mutual Fund CEO’s Shah Rukh Khan-Nifty Analogy Misses The Plot

Mutual fund CEOs need to offer investors clarity, not catchy metaphors. Markets aren't Bollywood — there are no guaranteed comebacks.

Krishnadevan V

March 2, 2025 at 2:49 PM IST

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iamsrk

Look Beyond SIPs To Democratise India’s Investment Market 

India’s equity markets need direct fractional ownership—not just mutual fund sachets—to empower retail investors. Reforms must pave the way for this leap in financial inclusion.

Krishnadevan V

February 28, 2025 at 3:33 AM IST

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MFs Must Not Risk Communication Gap With Investors 

Mutual fund distributors’ outsized influence risks prioritising sales over investor interests. AMCs must bridge this gap and reinforce fiduciary responsibility through engagement and transparency. 

Krishnadevan V

February 18, 2025 at 6:29 AM IST

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Small N-Reactors Get A Big Push

India hopes to take significant strides in nuclear power generation with a ₹200 billion budget allocation for Small Modular Reactors and planned legislative changes to enable private sector participation.

Krishnadevan V

February 1, 2025 at 5:04 PM IST

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Realpolitik Draped In Fiscal Prudence

The latest budget prioritises fiscal discipline over populist spending, focusing on urban consumption through tax concessions while maintaining cautious capital expenditure. It balances realpolitik with economic prudence, holding back resources for potential rural spending later. 

Kalyan Ram

Krishnadevan V

February 1, 2025 at 4:44 PM IST

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Equities Will Remain In A Holding Pattern As Budget Unlikely To Lift Market Ennui

Indian equities are unlikely to gain clear direction from the 2025-26 Union Budget, with fiscal constraints limiting stimulus measures. Market movements will remain range-bound, driven more by liquidity conditions, earnings performance, and global risk sentiment.

Krishnadevan V

January 31, 2025 at 10:05 AM IST

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