Krishnadevan @krishnadevanv
Consulting Editor @91basispoints basispointinsight.com Mumbai Joined October 2011-
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Krishnadevan retweeted
India has banned #onlinemoneygaming. India also levies a #GST tax of 40%. Both statements are true. Both cannot be right. Prima facie, it appears that online gaming is being treated like smuggling—illegal but taxable. You can't play it, but if you do, we'll invoice it. When…
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Cola wars are just starting in India. As the #beverages market grows, there will be more jousting for market share. basispointinsight.com/Story/Home/can…
Krishnadevan retweeted
Review of Zbig by the great Peter Osnos cc @eosnos
Krishnadevan retweeted
Reimagining India's Chemical Industry: A Call to Aim Higher In an article titled “India’s Chemical Industry Must Stop Settling for Low-Hanging Fruit” by Ishtiyaque Ahmed, Programme Director (Industry & Foreign Investment), NITI Aayog, outlines a bold vision for repositioning…
Krishnadevan retweeted
The day @NSEIndia realises that the index to trade and grow volume is nifty500 [like spx] rather than nifty50 will be an awakening. it will also end manipulation even more due to the broad base
Krishnadevan retweeted
Felis Creations & Rohini Nilekani Philanthropies are delighted to share that 𝐍𝐢𝐥𝐠𝐢𝐫𝐢𝐬 – 𝐀 𝐒𝐡𝐚𝐫𝐞𝐝 𝐖𝐢𝐥𝐝𝐞𝐫𝐧𝐞𝐬𝐬, an award-winning documentary film by Sandesh Kadur, will be in cinemas from Friday, July 18th. 🎟️ Tickets on BookMyShow in.bookmyshow.com/movies/bengalu…
How is #informationsymmetry possible when @NSEIndia and @BSEIndia charge steep fees for real-time Level 1, Level 2, Level 3 and tick-by-tick data. The price data is generated by investors. Asking them to pay is counterintutive.#DataFeed #fintech @SEBI_India #Regulatory
How is #informationsymmetry possible when @NSEIndia and @BSEIndia charge steep fees for real-time Level 1, Level 2, Level 3 and tick-by-tick data. The price data is generated by investors. Asking them to pay is counterintutive.#DataFeed #fintech @SEBI_India #Regulatory
Krishnadevan retweeted
When Trading Tremors And Policy Fault Lines Collide Markets are showing signs of strain, and not just from volatility. @krishnadevanv and @KunalVajani examine SEBI’s case against #JaneStreet, highlighting what’s at stake when the lines between smart trading and manipulation…
Krishnadevan retweeted
Bridges fall. Tunnels flood. No one is held accountable. India’s infra isn’t just breaking—it’s barely being built right. @SharmilaChavaly writes for @91BasisPoint: basispointinsight.com/Story/Home/why… #IndiaInfraCrisis #BridgeCollapse #InfraAccountability #PPPFailures #FixInfrastructure…
Krishnadevan retweeted
India's Maritime Ambitions, the Jane Street Saga, and the Cost of Aggression 🔹India's #maritime ambitions are quietly charting new waters. Michael Patra poetically writes: with Vizhinjam port welcoming the world’s largest container ship and Vadhavan on the horizon, India may…
Krishnadevan retweeted
1/8 India’s fiscal compact is fraying. Economically stronger states are voicing deep dissatisfaction with how resources are shared by the Centre. Dr C. Rangarajan offers a bold structural response: let states levy personal income tax : basispointinsight.com/Story/Home/let… @nrbmurthy73…
Krishnadevan retweeted
Hindustan Aeronautics is recasting itself as India’s aerospace leader, but future growth depends on execution, autonomy, and global credibility. An analysis by @krishnadevanv : HAL Is Soaring But Still Tethered To The Ground : basispointinsight.com/Story/Home/hal… #HALFlightPath…
Krishnadevan retweeted
Vodafone Idea’s latest #Legal move could reshape India’s telecom sector. With the govt now holding 49%, Vi is seeking major relief from the Supreme Court. Is this smart survival or a risky bailout precedent? The next chapter will be crucial for market discipline and taxpayers.…
Why @Infosys must spin off its #AI business into a new company basispointinsight.com/Story/Home/why… #Technology #Strategy
Are the #markets complacent about #risk basispointinsight.com/Story/Home/don…
Will the Supreme Court ruling against @jswsteel provide a leg up for @indigopaints bid for @AKZONOBELindia? Can @PidiliteInd be the dark horse? basispointinsight.com/Story/Companie…
Krishnadevan retweeted
TCS, Infosys, and Wipro are prioritising client retention in a slowing market, focusing on long-term relationships over new deals. It is not about sales growth but being indispensable to the client. Read the full article by @krishnadevanv here: basispointinsight.com/Story/Companie……
Don’t Fix Market Volatility; It’s A Feature, Not A Bug #investing #volatility #markets basispointinsight.com/Story/Search/d…
Krishnadevan retweeted
1/5 US Embraces Bilateralism: A New Era for Global Trade? Trump 2.0 has officially reset the global trade conversation. April 2 may be remembered as the day the WTO lost relevance. In Bilateralism Trumps Multilateralism, @seed4thought explores what it means. 🧵 #GlobalTrade…
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