Blog
May 18, 2010
The BP oil spill has garnered unprecedented media coverage due to the major environment impact it could have on some of the coastal states of the […]
May 17, 2010
The Euro’s rapid 15% decline against the Euro has had an important side effect against the Yuan which is pegged to the dollar.While currencies around the […]
May 17, 2010
Large nuclear power plants require a long time to build with delays due to permitting,environment clearances,financing etc. This can lead to project risk and cost escalations […]
May 17, 2010
Technology has consolidated around 5-10 big players around the world who are gobbling up smaller companies and using their huge cash hoards to outspend the competition.Nothing […]
May 17, 2010
China has massively increased its wind installations to become the world’s second biggest market in 2009 . It has also managed to cultivate its local home […]
May 17, 2010
The market for making batteries for electric vehicles is seeing more and more entrants making the competition in this nascent sector quite intense.The competition is being […]
May 16, 2010
US wants the booming China clean energy sector to help boost its exports to meet Obama’s mission of doubling exports in the next 5 years.However the […]
May 16, 2010
Investing in Green stocks is fraught with a lot of risk due to the following factors The demand and supply can fluctuate a lot as the […]
May 16, 2010
Nokia is already losing the smartphone wars to Apple and Google in the developed markets.So the low end segment is where it is relatively insulated from […]
May 16, 2010
One of my theories is that a lot of distortions and opportunities for arbitrage that we are seeing in the world today is because “Labor is […]
May 16, 2010
The Indian Government under the Jawaharlal Nehru Solar Mission has proposed ambitious plans for the development of solar energy with a 20 GW target by 2022. […]
May 15, 2010
Jinko Solar managed to list today at the bottom end of the range at $11.Earlier they had to cancel their plan to list in February due […]
May 14, 2010
The Greek Contagion is back with full force with its attendant symptoms.Only last week these symptoms had shocked us with its ferocity.Last week I wrote in […]
May 14, 2010
The European Bazooka which led to a massive short covering rally on Monday has been proven a complete waste in just 5 days. Reports of political […]
May 14, 2010
Uses of Information Technology The use of Technology has immense benefits for the world’s poor in improving governance and accountability and reducing of corruption.It has been […]
May 14, 2010
2010 Solar Installation Growth Rate is going to be above 50% driven by a sharp decline in module prices and excelled government guaranteed above market prices […]
May 13, 2010
China is recognized as the manufacturing hub of the world due to its low cost of labor and capital coupled with the pro industry policies of […]
May 13, 2010
I have been writing about the rash of low quality offerings in the Indian market.Many of these companies are trading below their list prices because investors […]
May 13, 2010
Technology Wars have erupted between Technology Titans as the Industry consolidates behind 5-10 Big Global players.One of the strategies in these wars is acquisition of small […]
May 12, 2010
Apple,Google,and Amazon which earlier used to compete in separate technology segments are now competing head to head with each other in Smartphones,Digital Ebooks,SAAS,Music Players etc. You […]
May 12, 2010
US has been a laggard in matters of in the climate mitigation issue compared to Japan and Europe.They are even having trouble in formulating the bill […]
May 12, 2010
Gold has gone up to touch all time highs. Despite the European Bazooka and the melt up in markets,gold has not come down from the highs […]
May 11, 2010
India’s Telecom Market is a unique market in a lot of ways.The differences are Second Largest Potential Market in the World Cheapest Rentals in the World […]
May 11, 2010
Nokia has been losing the smartphone wars to RIMM,Apple and Google . Despite having a long history,R&D and supply chain in the mobile handset market,it has […]
May 11, 2010
I have been wondering whether the rash of low quality IPOs in the Indian markets is the sign of a market top. There have been numerous […]
May 11, 2010
Europe’s $970 Billion Bazooka yesterday certainly led to a “defeat” of the “speculators” yesterday as major European markets climbed by 5% while smaller ones climbed by […]
May 11, 2010
Demand in 2010 for solar products is going to be extremely strong with projects of 30-100% y/y increase. Already prices increase and shortage in intermediary products […]
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