Decoding the Dragon
Jayant MundhraBy Jayant Mundhra
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 59 | Founded | 4 years ago | Last Issue | 2 days ago |
| Active | |||||
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decodingthedragon.substack.comLatest Issues
#59: Why does China build 70% of the world's tunnel borers?
I think the tunnel boring machine is the most underrated instrument of Chinese power, and almost nobody in India is talking about it.
Here is the fact that stopped me. Seven out of every ten tunnel boring machines used anywhere on earth to...
#58: Why do 126mn Chinese pets now outnumber its toddlers?
I have been staring at one statistic for a week now, and I still cannot fully make peace with it.
In 2024, for the first time in its history, the number of pets in China's cities overtook the number of children under the age of four.1 Not...
#57: Why did China build ~770,000 factory robots last year?
I keep coming back to one number, and it unsettles me more each time I look at it. In 2025, China's factories produced 773,074 industrial robots, up 28% in a single year.1 In just January and February of 2026, they built another 143,608, up...
#56: Why is China betting $19bn on turning coal into plastic?
Here is a number that stopped me. In February 2026, Chinese regulators cleared China Shenhua Energy to buy roughly $19bn of coal, power and coal chemical assets from its parent, a deal that pushes the group's total asset base towards ~$125b...
#55: Why did China cap its own aluminium at 45mn tonnes?
I have been circling one number all week, and it quietly reorders how I think about Chinese industrial policy.
In 2025, China produced 45.02mn tonnes of primary aluminium.1 That is a record. It is also, almost to the decimal, the exact cei...
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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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