Krishnadevan V

Editorial Director @91basispoints

[Krishnadevan V @krishnadevanv]

Audited accounts offer credibility. Lenders and investors are built around that assumption. That no longer holds #RajeshExports revived a question #SatyamComputer apparently settled. Read @91basispoints column https://t.co/ov2Pwd1ytK #ICAI #NFRA #Auditors #SEBI #AccountingFraud

[Krishnadevan V @krishnadevanv]

Indian #FMCG reratings always rested on one set of network. That no longer holds. @Unilever's India plan now runs alongside another network. Read @91basispoints column https://t.co/WWFJYYj44J #HindustanUnilever #valuation #investing #beauty #RelianceConsumerProducts #personalcare

[Krishnadevan V @krishnadevanv]

A consumer company's biggest challenge is usually finding growth. That may not be @TataConsumer's problem anymore. Read @91basispoints column https://t.co/H7Bg8Rf9KV #beverages #food #acquisition #equities #investing #TataConsumer

[Krishnadevan V @krishnadevanv]

#Markets are supposed to be efficient weighing machines Trouble is distortions rarely come from emotion alone. They are inside benchmarks, passive flows and an assumption diversification exists because the factsheet says so. Read @91basispoints https://t.co/VkKjw95Tpp #equities

[Krishnadevan V @krishnadevanv]

Public markets usually rubber‑stamp founder governance in “new age” listings. As long as the growth story survives, the ballot is a formality. @Swiggy vote left that assumption looking very dated. Read @91basispoints column https://t.co/Y2G9ocDifX #founders #corporategovernance

[Krishnadevan V @krishnadevanv]

Global #carmakers usually treat #India as a sales market first and a manufacturing base second.
That hierarchy looked settled. Did @HyundaiIndia just blur the line? Read @91basispoints column https://t.co/1f4NnanGim #RPTs #investing #passengercars

[Krishnadevan V @krishnadevanv]

It looked like the dust was settling down on India's #telecom story and #telcos were moving from survival to pricing power. Investors treated that transition as irreversible The latest quarter upended that assumption Read @91basispoints column https://t.co/qtrldIrstU #Jio #airtel

[Krishnadevan V @krishnadevanv]

The Indian #FMCG sector relied on physical retail control. That assumption is wobbling. Look at the @JyothyLabs and @Henkel situation. To know, read @91basispoints column https://t.co/liAJoseraX #HenkelIndia #QuickCommerce #Brands #Licensing #JyothyLabs

[BasisPoint Insight @91basispoints]

Replugging a March BasisPoint column by @tkarun on why coal gasification should be treated not merely as another industrial mission, but as a strategic national priority. The government on Tuesday approved a ₹375 billion scheme for coal gasification, underscoring the government’s push to reduce dependence on imported energy and strengthen domestic feedstock resilience.

Read the piece again.
https://t.co/7opIHAv8f4

#Coal #LNG #EnergySecurity #Gasification #EnergyTransition #OilShock #IndiaEnergy #StrategicAutonomy

[Krishnadevan V @krishnadevanv]

#Blinkit's highest-margin business is its #advertising auction. @amazonIN just entered the same room. Read @91basispoints column https://t.co/zm3lj8EXwj #QuickCommerce #Eternal #Zepto #Swiggy @letsblinkit #OnDemandCommerce

[Krishnadevan V @krishnadevanv]

Why an #India bull has turned structurally underweight. Emerging market allocation always rewarded growth.
That no longer holds. Read @91basispoints column https://t.co/R6LjGofKXH #investing #portfoliostrategy #capitalallocation #CEA #RBI #SEBI #EmergingMarkets

[Krishnadevan V @krishnadevanv]

Capital discipline was the #SunPharma story.
Not anymore. The @Organon buy has changed it. Read @91basispoints column https://t.co/NX2nGAtwvf #mergers #investing #valuation #acquisition #biosimilars #pharmaceuticals #generics @SunPharma_Live

[Krishnadevan V @krishnadevanv]

#IVF marketing relies on a success rate nobody defines the same way. Listed player #GaudiumIVF just added #AI to that equation. Read @91basispoints column https://t.co/QVN74HPKDz #Fertility #Healthcare #ReproductiveHealth #PatientRights #Investing #MedTech #HealthcareRegulation

[Krishnadevan V @krishnadevanv]

Before: India's growth premium wins the allocation.
Now: India's governance deficit loses it. Read @91basispoints column https://t.co/Yx49b2hYyA #investing #emergingmarkets #valuation #FPIs #equities #portfolioallocation #corporategovernance #sebi #rbi

[Krishnadevan V @krishnadevanv]

@arrychary 🙂

[Krishnadevan V @krishnadevanv]

Airport retail relied on one thing above everything else.
You had no choice after security check.
That no longer holds. Read @91basispoints column https://t.co/qp89Xj078e @letsblinkit @AdaniOnline #CommercialPropertyLeasing #QuickCommerce #AirportRetail #Ecommerce #REITs

[Krishnadevan V @krishnadevanv]

Ownership of #stocks and #market outcomes are different things. #MutualFunds are buying what #FPIs sell. What happens when the next shock hits and FPIs exit and #SIP folks redeem together. Read @91basispoints column https://t.co/RFxl6WWEmz #equities #india #MutualFundsSahiHai

[Krishnadevan V @krishnadevanv]

The #footwear #brand every middle class Indian has a pair somewhere — in memory if not on the shoe rack, is growing at half the pace of brands Indians are just discovering. That's the #Bata paradox. New column @91basispoints https://t.co/jIoMmAt01k #Investing #Retail #Sneakers

[BasisPoint Insight @91basispoints]

RBI MPC APRIL POLICY: To be proactive and pre-emptive in liquidity management

[BasisPoint Insight @91basispoints]

RBI MPC APRIL POLICY: Not targeting any specific level or band for rupee