A ₹173 crore insider-trading scandal just broke out inside India’s power regulator! Here’s how CERC’s “market coupling” order turned into one of India’s biggest trading scandals involving IEX 🧵👇
1/ On 23 July 2025, CERC ordered “market coupling”, a reform that centralized price discovery across all power exchanges. This move threatened IEX’s dominance in the Day-Ahead Market (DAM), wiping out 30% of its market cap within days
2/ But someone already knew this was coming. Before the order went public, a few individuals quietly placed bets expecting IEX stock to crash. By the time the dust settled, they had made ₹173 crore.
Imagine a scenario, when India abolishes all taxes and goes tax free!
How would that go by for the country? We evaluated some of the possible scenarios and here's what we found out 👇🧵
1/ In India, we pay taxes for a myriad of reasons. GST, TDS, Income Tax, other indirect taxes and what not.
And your tax money is almost close to 35 to 40% of what you earn.
This is close to what citizens in Germany, France, Netherlands and other countries pay. But, are we getting the most out of the taxes we pay?
2/ In India, less than 6% of Indians file for Income Tax Returns. And out of those filing returns, probably 2% actually pay any significant taxes. That makes the salaried middle class hold up the entire state machinery.
Jio and Airtel could be in serious trouble with the government for this one big move!
And this move is already creating a digital access crisis that no one is talking about!
Here's all you need to know 👇🧵
1/ Out of nowhere, Jio and Airtel discontinued their ₹249 entry-level plans in August 2025. Forget price hikes, this is the clean removal of the most basic 1GB/day recharge.
2/ Why does this matter? These so-called “affordable” packs weren’t for high-flyers. 20-25% of Jio’s and 18-20% of Airtel’s entire subscriber base depended on these plans for mobile internet.
A one rupee coin costs more than its value for the government to mint!
Here’s how the government is operating in thin margins while minting coins as currencies 👇🧵
1/ When UPI arrived in India, it didn’t just boost digital payments, it transformed the nation’s payment culture. It pushed physical currency, especially coins into the shadows.
UPI transactions exploded from Rs. 64 lakh in March 2017 to Rs. 1,830 crore by March 2025.
Meanwhile, India’s coin production plummeted 88% between 2017-2024, down to just 120 crore coins. Currency notes, however, increased only about 10% in the same period.
2/Interestingly, minting has been an expensive affair for the government. Back in 2018, making a Rs.1 coin cost Rs.1.1, which means a pure loss on every single coin.
Also, the profit margins on making Rs. 2 and Rs.5 coins are also very thin.
But despite this economic loss and barely 15% minting capacity usage, the Rs. 1 coin still makes up 40% of the coins in circulation. Why?
Hospitals are earning record profits, yet access to healthcare remains lowest in India.
But why ?
We dug deep on this issue and here's what we found out👇
1/ Before getting into what’s happening, you need to understand what Average Revenue Per Occupied Bed or ARPOB means.
It essentially translates to hospitals tracking revenue per occupied bed, just like hotels do per occupied room.
And ARPOB across major hospital chains are at an all time high!
2/ Max Hospital is making ~Rs 78,000/day/bed
Fortis is making ~ Rs 73,000/day/bed
Medanta is making ~ Rs 67,000/day/bed
Apollo is making ~ Rs 62,000/day/bed
Now, when occupancy rates are still around 65%, how are these hospitals making such record profits?