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 | 291 | Founded | 3 years ago | Last Issue | 39 hours ago |
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biznewsbyjay.substack.comLatest Issues
#98: Why does India now make 42% of Suzuki's money?
I think most people have the Maruti story upside down.
The common picture is a Japanese giant with a profitable little Indian arm bolted on the side. Useful, growing, but still a subsidiary. A rounding error inside a Hamamatsu balance shee...
#97: Can a 49% stake bring Airtel's backhaul radios home?
As of December 2025, India had about 8.48 lakh mobile towers, according to the Economic Survey. Airtel’s own FY26 disclosure puts its network at 3,45,912 towers and 11,87,894 broadband base stations, including 5G. Indus Towers, which Bharti...
#96: Why does Reliance pay 8.4% to borrow at 7.47%?
I think most people are going to read this deal as Reliance being clever with cheap money. It is the opposite. This is Reliance choosing to pay more, on purpose, and the reason it is willing to is the most interesting thing in Indian corpor...
#95: Why is China inside an 80 MW Indian wind deal?
I think almost everyone read the SJVN announcement on 5 September and moved on. A Chennai company called Refex Green Power won the right to build an 80 MW wind farm in Kurnool, Andhra Pradesh, at ₹3.88 a unit.1 Eighty megawatts is a roundin...
#94: Why do 8 countries buy their coin metal from Haryana?
I think Dhurandhar left the country worrying about exactly the wrong end of its own money.
The film's currency plot was built on a real fear. For decades, the watermarked paper that became an Indian banknote was not Indian. That much is tr...
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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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