What India Must Learn from China?

Описание: 97% of all electric buses deployed globally are in China. Shanghai alone has more electric buses in operation than the entire rest of the world combined.

These aren't just impressive numbers. They're the result of 25 years of calibrated, sector-by-sector planning that India must study and learn from.

Jayant Mundhra introduces "Decoding the Dragon" - a deep-dive series analyzing how China systematically dominated specific industries through deliberate policy and execution over decades.

The Numbers That Demand Attention
1. Electric buses: 97% of global deployment is in China. Shanghai alone operates more electric buses than all other countries combined. This isn't coincidence. This is systematic industrial policy executed over decades.
Battery ecosystem: China covers 50-60-70% of various global industries. Not through random success, but through calibrated planning spanning multiple government cycles.

2. Nuclear reactors: Similar dominance achieved through consistent long-term strategy from the 1960s-70s to present.

The Decoding the Dragon Framework
This series takes specific niche areas - electric buses, battery manufacturing, nuclear technology - and traces their complete journey. Not superficial analysis, but deep historical documentation.
What government policies were implemented? What major events shaped the industry? Which companies did what, when? How did it evolve from the 1960s-70s through today to achieve current dominance?

The goal isn't to criticize India or blindly praise China. It's to understand systematic approaches that work. China has accomplished remarkable things over 30 years. Dismissing this as "just throwing money" misses the point entirely.

There has been calibrated planning over 25 years. Sector-by-sector strategies executed with precision. Learning from this isn't weakness - it's wisdom.

Why This Matters for India
India faces similar development challenges China faced decades ago. The question isn't whether to copy China, but whether to learn from what worked.

When one city has more electric buses than the entire rest of the world, that's not luck. When one country dominates 50-70% of multiple critical industries, that's not random. That's execution of long-term industrial strategy.

The Learning Mindset
The series asks: How did specific Chinese industries reach this level? Not to feel inadequate, but to extract lessons applicable to India's context.
Electric buses didn't become 97% Chinese overnight. Battery ecosystems didn't spontaneously concentrate in China. Nuclear capabilities didn't appear from nowhere. Each has a documented journey spanning decades with identifiable policy decisions, investment patterns, and execution strategies.

Understanding these journeys helps India craft its own sector-specific strategies. Not copying, but learning. Not importing Chinese models wholesale, but adapting successful frameworks to Indian context.

Beyond Simple Narratives
Simple narratives about China don't help India. "They just threw money at problems" ignores the strategic sophistication. "Authoritarian advantages" misses the policy lessons applicable to democracies. "We can't learn from them" is intellectual laziness.

The mature approach? Study success systematically. Understand what worked and why. Identify elements adaptable to India's democratic, federal structure. Apply lessons to India's industrial development.

That's what Decoding the Dragon aims to enable - sophisticated understanding of sector-specific industrial development that India can learn from while maintaining its own character and systems.

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Guest: Jayant Mundhra - Chief Builder at Biz News+, Founder's Office at Dexter Capital, ex-Bain and Classplus, author of Redemption of a Son