Decoding the Dragon
Jayant MundhraBy Jayant Mundhra
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 149 | Founded | 4 years ago | Last Issue | 24 hours ago |
| Active | |||||
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decodingthedragon.substack.comLatest Issues
#149: Why did China's 20% cheaper metro bid lose in Brazil?
In July this year, China’s CRRC did the thing it almost always does. It walked into a metro tender in Salvador, Brazil, and bid about 20% below France’s Alstom, roughly R$490mn against R$614mn, and won the order for ten four-car trains.¹
B...
#148: Why did a $40,000 inspection camera crash to $2,000?
My book, The IPO Trap, is now up for pre-order. Most hyped IPOs are built to move wealth from patient retail investors to insiders who want out. I wrote this book so you can see that happening. It walks through how an IPO is put together, w...
#147: Why do India's 10 crore creators shoot on Chinese gear?
My book, The IPO Trap, is now up for pre-order. Most hyped IPOs are built to move wealth from patient retail investors to insiders who want out. I wrote this book so you can see that happening. It walks through how an IPO is put together, w...
#146: Why is China now brewing nylon with zero crude oil?
My book, The IPO Trap, is now up for pre-order. Most hyped IPOs are built to move wealth from patient retail investors to insiders who want out. I wrote this book so you can see that happening. It walks through how an IPO is put together...
#145: How does China sell 15,000 tools it never designed?
My book, The IPO Trap, is now up for pre-order. Most hyped IPOs are built to move wealth from patient retail investors to insiders who want out. I wrote this book so you can see that happening. It walks through how an IPO is put together, w...
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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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