Episodi

  • Devyani-Sapphire Merger: Can the New Giant Finally Beat Dominos & Zomato?
    Jan 11 2026

    Is video mein hum decode karenge Devyani International aur Sapphire Foods ke massive merger ko. Ye dono milkar saal ka ₹8,000 Crore ka food bechte hain, lekin profit gayab hai. Kya ye merger market mein Monopoly banane ka plan hai, ya Zomato, Swiggy aur inflation se bachne ki majboori?Hum samjhenge Yum! Brands (US Parent) ka role, unki "Divide and Rule" strategy, aur kyu Pizza Hut India mein Domino's se haar raha hai. Saath hi, hum analyze karenge 177:100 swap ratio aur shareholders par iska kya asar hoga.Video Highlights:• Profit Paradox: Itni badi sales ke bawajood profit kyu nahi hai?• Yum! Brands Strategy: Kaise US parent paisa kama raha hai jabki Indian franchisee loss mein hain.• Devyani vs Sapphire: RJ Corp ka "Cola Mindset" vs Sapphire ka "Efficiency Model".• The Zomato Tax: Kaise aggregators aur customer data ki kami margins kha rahi hai.• Future Outlook: Kya ye nayi company Swiggy & Zomato se better terms negotiate kar payegi?

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    14 min
  • The Dark Side of Real Estate Apps and SEBI Crackdown
    Jan 11 2026

    Kya aapko bhi lagta hai ki ₹25 Lakh dekar aap kisi badi Commercial Building ke maalik ban sakte hain? 🤔 Fractional Ownership platforms ne investors ko yahi sapna dikhaya tha 15-17% Returns aur guaranteed Rent. Lekin kya yeh sach mein itna simple hai? Ya phir iske peeche koi bada loop hole chhupa tha?Is video mein hum baat karenge:* Kaise Proptech firms ne SEBI ke rules ko bypass kiya?* Kya 199 Investors wala "Private Placement" rule legal tha?* Kyun investors ko apne 130% profit par exit nahi mil raha tha?* Aur ab naye SEBI SM REIT regulations aane ke baad kya badla hai?Agar aap Real Estate mein invest karne ka soch rahe hain, toh yeh video zaroor dekhein!

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    14 min
  • EU Carbon Tax 2026 Explained | How It Will Hit Indian Steel & Exports
    Jan 3 2026

    THE DEADLINE IS HERE. On January 1, 2026, the global trade landscape changed forever. The European Union’s Carbon Border Adjustment Mechanism (CBAM) has officially moved from reporting to the payment phase. For the first time in history, Indian industries from giants like Tata Steel to MSMEs in Ludhiana, must pay a "Carbon Tax" for the air they pollute.In this deep-dive investigation, we go beyond the headlines to reveal the dark history of Carbon Markets. Why did the 1997 Kyoto Protocol fail? How did a tiny gas called HFC-23 create a 11,000x profit jackpot for companies while destroying the planet? We uncover the "Soviet Hot Air" scandal and how billionaire corporations used "Ghost Forests" to launder their reputations.Most importantly, we decode India’s strategic counter-move: the CCTS (Carbon Credit Trading Scheme). Will India’s "Chanakya Niti" be enough to stop billions of dollars from leaking to Brussels?

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    22 min
  • Max & Apollo in Trouble? The BIS Standard & Supreme Court Judgement
    Dec 31 2025

    Did you know that when you are admitted to a private hospital, you might be paying a 500% markup on simple medicines and syringes? For years, patients have been helpless against opaque billing. But in December 2025, everything changed.Summary: In this deep-dive analysis, ArthNeeti decodes the massive "Double Blow" to the Indian Healthcare Sector: The Supreme Court's Kousik Pal Judgment and the BIS Standard IS-19493. We explain how this shifts the power from Hospitals to Insurance Companies and YOU, the consumer. Is this the end of "Super-Normal Profits" for Max, Apollo, and Fortis? Let's find out.

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    12 min
  • The Great Indian Fintech Lie: How RBI Killed the "Loophole Economy"
    Dec 30 2025

    Kya aapne notice kiya hai ki aapka Credit Limit achanak kam ho gaya hai? Ya aapki favorite BNPL app ab kaam nahi kar rahi? Yeh koi technical glitch nahi tha. Yeh ek "Kill Switch" tha. Pichle 5 saalon mein humein bataya gaya ki Indian Fintechs "AI" aur "Tech" par chal rahe hain. Lekin sachai yeh thi ki wo Regulatory Arbitrage (kanoon mein loopholes) par chal rahe the.The Story: Is video mein hum RBI aur Fintech Founders ke beech chal rahe "Cat and Mouse" game ko decode karenge. 2022 ke "Fake Credit Card" scam se lekar December 2025 ke "Connected Lending" ban tak... hum un 5 Loopholes ko expose karenge jinhone $100 Billion ki industry khadi kar di thi. Aur kaise RBI ne ek-ek karke inhe band kiya taaki India mein 2008 jaisa crisis na aaye.

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    16 min
  • Will IndiGo Crush Them? The Truth About India's 3 New Airlines
    Dec 30 2025

    Indian Government ne finally decide kar liya hai ki IndiGo ki Monopoly ko todna hai. Civil Aviation Ministry ne 3 naye challengers: Shankh Air, Alhind Air aur FlyExpress, ko approval de diya hai. Lekin sawal ye hai: Kya ₹36,000 Crore cash wali IndiGo ko harana mumkin hai, ya ye naye players ke liye ek Suicide Mission hoga?Is video mein ArthNeeti decode karega The Great Indian Sky War: - Shankh Air ka Rahasya: Kaise Kanpur ka ek Tempo driver, Sharvan Kumar, aaj ek airline ka maalik ban gaya?- The Alhind Strategy: Kerala ki ₹20,000 Cr ki company IndiGo ko Gulf route par kaise takkar degi?- Economics of Death: Akasa Air har roz ₹5.5 Crore kyun jala rahi hai aur Kingfisher kyun fail hui?- IndiGo ka Fortress: Kya Govt ki nayi policy IndiGo ki 64% market share ko gira payegi?

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    11 min
  • Tata Semiconductor Plant: Why India is making old 28nm Chips?
    Dec 30 2025

    Kya Tata ne purani technology khareed li? 🤨 Duniya 3nm aur iPhone ke peeche bhaag rahi hai, lekin Tata Group ₹91,000 Crore laga raha hai 28nm chips banane ke liye. Log keh rahe hain ki India peeche reh gaya. Lekin kya aapko pata hai ki 2021 mein isi "Purani" chip ki kami ne puri duniya ki gaadiyon ko rok diya tha?Is video mein hum samjhenge ki Tata ka yeh plan sirf business nahi, balki National Security ke liye zaroori hai.

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    12 min
  • Japan’s Big Bet on Indian Truck Drivers (MUFG's ₹40,000 Cr Deal with Shriram Finance)
    Dec 30 2025

    December 2025 mein Indian Financial History ki one of the biggest FDI deals sign hui. Japan ke sabse bade bank MUFG (Mitsubishi UFJ Financial Group) ne ₹39,618 Crore ($4.4 Billion) ka massive investment kiya hai Shriram Finance mein.Lekin sawal yeh hai: Japan, jo apni strict discipline aur 'Zero-Risk' banking ke liye jaana jaata hai, woh India ke dusty highways aur 'Unorganized' truck finance sector par itna bada satta kyun laga raha hai?Is video mein hum decode karenge is deal ke peeche ki Real Strategy. Hum samjhenge ki kaise Shriram Finance ka unique "Social Underwriting Model" (Chai & Relationship Banking) global banks ke algorithms ko beat karta hai. Saath hi, hum analyze karenge Japan ki majboori—unka "Yield Hunt"—aur kyun woh Cholamandalam ya Bajaj Finance ko chhodkar Shriram ke paas aaye.

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    11 min