Biz News+ | Jayant Mundhra
Jayant MundhraImportant Things on Business, Economics & Public Policy That People Aren't Talking About
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 257 | Founded | 2 years ago | Last Issue | 42 hours ago |
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biznewsbyjay.substack.comLatest Issues
#64: Why is India's ₹20 lakh crore infra-trust dream still roads?
I have read plenty of infrastructure-financing pitches, and the one the InvIT lobby is running right now is the most confident I have seen in a while. It is also, once you run the arithmetic, the one least supported by its own numbers.
The...
#63: Why does India's ₹10,900 crore EV push skip the tractor?
The hook
Here is a number that stopped me cold. India ran a ₹10,900 crore national EV scheme, PM E-DRIVE, from October 2024 to March 2026.7 It bankrolled electric scooters, autos, buses, trucks, even ambulances. The electric tractor, th...
#62: Why has JFE bet its entire India play on one family?
I think most people are reading the Jindal Stainless and JSW headlines as two separate stories. They are not. They are one story, and it is a much bolder bet than either headline suggests.
Here is what actually happened. Japan's JFE Steel,...
#61: Why is GE handing India 80% of its jet engine?
Here is a fact that should not be possible. GE Aerospace, which guards its jet-engine know-how the way a bank guards its vault, has agreed to transfer roughly 80% of the technology behind its F414 fighter engine to Hindustan Aeronautics Lim...
#60: Why is Oil India betting big on Haryana's garbage?
I think almost everyone has read this Oil India story exactly backwards.
The headlines say a big oil PSU is "going green" by building four waste-to-energy plants in Haryana that will chew through 5,000 tonnes of city garbage a day and make...
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Sharing data-deepdives daily 8.30am | Startup Investing at Dexter | Ex-Bain, Classplus | Author- Redemption of a Son
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