Editorial Director @91basispoints
Mumbai
Joined October 2011
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India’s TV ad cap is gone. Broadcasters can sell more minutes, but will advertisers pay for them if viewers reach for the remote?
My column tinyurl.com/z4k2tj4e for @91basispoints examines what longer breaks could mean for TV’s earnings.
#Advertising #AttentionEconomy #Media
#Regulators want resilient investors this World Investor Week. But investors cannot fix unclear figures, incomplete disclosures or flawed market rules.
My @91basispoints column tinyurl.com/2zm56wd7 on where investor responsibility ends and institutional accountability begins.
#TataSons’ chairman dispute tests more than a succession plan. Can rules settle a decision when the board and majority shareholder disagree?
My @91basispoints column tinyurl.com/yb5876cp on why decision rights matter most when consensus fails. #ShareholderRights #Governance
India’s car market has long revolved around petrol.
August registration data suggests the old order is shifting. Read @91basispoints column tinyurl.com/2kf2z8m3 #cars #ethanolblending #MarutiSuzuki #Hyundai #TataMotors #FADA #SIAM
Krishnadevan V retweeted
The most expensive part of a hospital bill may never touch the hospital at all.
A patient admitted for care has no way of knowing whether the price on a medical consumable reflects its actual cost or a markup fixed long before it ever reached the ward. That gap in information is, at its core, a public health issue.
A survey of hospital consumables in Maharashtra found an IV infusion set with a trade price of ₹11.05 carrying a printed MRP of ₹325 ; a markup of 2,841%. A syringe procured at ₹6.75 carried an MRP of ₹57.20. A catheter procured at ₹29.41 carried an MRP of ₹310.
These are not elective purchases. Patients cannot compare prices, seek alternatives, or question a number printed on a box while receiving care and the MRP itself is often fixed upstream by manufacturers and distributors, disconnected from the trade price by a wide, unexplained margin. The result is a system where the party bearing the cost has the least information to evaluate it.
The regulatory gap is structural: scheduled medicines are capped under the Drugs (Prices Control) Order, 2013. Most medical devices and consumables are not leaving both the pricing and the information around it almost entirely unmonitored.
A review of these findings and clear guidelines on the permissible gap between trade procurement price and declared MRP have been recommended to the Department of Pharmaceuticals and the NPPA ; a step toward closing not just a pricing gap, but the information gap patients are left to bear alone.
#PublicHealth #GoodGovernance #Leadership #TukaramMundhe
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Big consumer firms sell certainty through strategy labels.
#HUL range - Power Brands. SASSY. WiMI. WiNI. France in Beauty. The latest reset has familiar language and a more sceptical investor audience. Read @91basispoints column tinyurl.com/3r2rb7w9
#Brands #FMCG #Investing
#VarunBeverages bever into #alcohol is not simply a diversification story. Nor is it mainly a hunt for better margins. Its soft-drinks business already generates returns that many #liquor companies would welcome.
Read my @91basispoints column tinyurl.com/48df7dje #investing
Gold #jewellery has largely been a local, family-run business.
A trusted name, a crowded showroom were enough. That model is getting tested.
#GRT’s #TBZ #acquisition is a sign of more #retail deals.
Read my column tinyurl.com/27pnbyfn @91basispoints #investing #strategy
Krishnadevan V retweeted
My piece on why data centres should be paying the states, which don't need to compete for the investment through subsidies - instead, if the political will exists, they can compete on what they can extract for host communities
Indian states are offering data centres 20-year power subsidies, full electricity-duty waivers, and 50% land discounts. In return, the Vizag Google-Adani project delivers just 90 permanent jobs — while sitting 860 metres from a wildlife sanctuary in a water-stressed region.
Sharmila Chavaly, a former civil servant with expertise in infrastructure and project finance, asks the question communities worldwide are starting to ask: why aren't data centres paying us?
She points to real alternatives already working elsewhere — Johor, Malaysia's closed-loop water mandates, Illinois's proposed community payment framework, and the UK's auction-based ACE model that turns data centre demand into local energy investment.
Her core argument: states don't need to compete on subsidies — they can compete on what they extract for host communities, if the political will exists.
🔗 Read the detailed insight on BasisPoint Insight: Why Aren’t the Data Centres Paying Us?
basispointinsight.com/Story/…
@SharmilaChavaly
#DataCentres #DataCentreBoom #WaterStress #CommunityBenefits #Infrastructure #India
Krishnadevan V retweeted
Move Over Vijay Mallya: Why Subhash Chandra Has Become the New Poster Boy for Bank Loan Defaults
My column in Basis Point (Free to read. Requires one time registration.)
With due apologies to Shah Rukh Khan, if a biopic were ever to be made on Subhash Chandra – the Essel Group founder – it could well have one dialogue repeated over and over again – Subhash, naam to suna hoga (Subhash, you must have heard my name).
The irony is that by trying to push back against the allegations, he has drawn more attention to them.
The Streisand Effect describes precisely this: an attempt to hide, suppress or rebut information can end up making it far more visible.
In Chandra’s case, the attempt to explain why he isn’t the poster boy for bank loan defaults may have inadvertently helped turn him into one.
Also, this story, unlike the Zee TV soap operas, isn’t really simple enough that it can be explained to the average human mind.
The trouble is, many successful people, in their minds, have their own screenplay running – and in that screenplay, they are Salman Khan playing Ek Tha Tiger.
The tiger can be shot, beaten and thrown into all sorts of trouble, but somehow, he always lives.
Tiger Zinda Hai isn't just a sequel; it's the plot running in the heads of those who dominate the screen long enough, whether guilty or otherwise.
basispointinsight.com/Story/…
#HDFCBank’s CEO exit statement had “Despite persuasion” and “fast-track” to suggest a voluntary move. But it made succession sound urgent rather than assured; instead of continuity, confidence and control Read @91basispoints tinyurl.com/2r3d45vz #InvestorCommunication #RBI
The @TataCompanies is more than a set of listed companies. Its businesses run independently, but the centre has to decide when to back, restrain or redirect them The succession process at #TataSons now carries a larger burden Read @91basispoints columnhttps://tinyurl.com/5dj8zzab
Co-working has always sold freedom. Hot desks, short stays and easy exits made the model feel flexible. @WeWorkIndia shows where the real business is. Read my @91basispoints column tinyurl.com/kppd4m83
#Flexiwork #CommercialRent #WeWorkIndia #REITs @TheEmbassyGroup
Krishnadevan V retweeted
I wrote about this just yesterday: "The group’s ambitions in airport-linked real estate, ground handling, and the planned aircraft manufacturing facility with Embraer mean that its strategic interest in the aviation value chain remains profound"
basispointinsight.com/Story/…
What baffles me is the fact that a listed co #AdaniEnterprises makes an emphatic denial to the stock exchanges this week, and then my colleague @ari_maj breaks this mega #exclusive about their aviation biz CEO writing to @AAI_Official last month saying just the opposite. It shows total disregard to media but more importantly to disclosure norms. I can bet @SEBI_India will do nothing. Forget others, but what about millions of shareholders. It's not just one instance. Many cos even today make a mockery of such things.
Krishnadevan V retweeted
VIDEO | Amaravati: Punjab National Bank (PNB) has signed an MoU with the Andhra Pradesh Quantum Mission to establish a Quantum Finance Innovation Hub at the Amaravati Quantum Computing Centre, becoming the first bank in India to partner with a state government for a dedicated quantum finance facility. Signed in the presence of Chief Minister N Chandrababu Naidu and PNB MD & CEO Ashok Chandra, the hub will focus on strengthening cybersecurity, detecting financial fraud, and building secure digital financial ecosystems using quantum technologies, while also promoting AI research and innovation. Naidu said the initiative marks another milestone in the state's vision of making Amaravati a global hub for quantum technologies and urged banks to work with governments to improve digital literacy, enhance public confidence in digital financial services, and leverage advanced technologies to combat cybercrime.
#Goldloans were supposed to be emergency money.
Now they are second to #Homeloans in India. @tatacapital is digging deeper into this segment. To know why, read @91basispoints column tinyurl.com/3t37zjnd
#Creditscore @RBI #risk #pawnbroker #mortgages #Cibil
#MutualFunds relied on big brands quietly bending rules to “save” investors. The SC just spelt out key principles of the business to @KotakMF
Read tinyurl.com/w6ex5s55 @91basispoints #fiduciary #SEBI #regulatory #investing #fixedincome
#AUM has been the easiest way to value an #AMC. The bigger the assets, the better the profitability and profit. That no longer holds. @SBIMF shows why Read @91basispoints column tinyurl.com/4syuxxpb #IPO #MutualFunds #Investing #InvestmentBanking @Amundi_FR #Kotak #ICICIPruAMC
Private credit in India has always relied on one idea.
If the borrower stumbles, the collateral will quietly save the day. The #ShapoorjiPallonjiGroup’s @TataCompanies backed issuance is unconventional.
Read tinyurl.com/48zh9jr9 @91basispoints #PrivateCredit #Risk #RBI #SEBI
Financial ads have long been about disclosures and compliance. The assumption was that if the fine print was right, the selling was too #SEBI's draft ad code does something that doesn't fit that model. Read tinyurl.com/5ye678by @91basispoints #regulation #fintech #mutualfunds