INDIAN MARKETS
Indian Insurance Industry Story Sours with Job Losses and Exits with ULIP Reforms and FDI No-Reforms
The Indian Insurance Industrywhich was massively booming like the telecom industry at one time in India is now seeing similar troubles. The industry saw many entrants in partnership with foreign insurers as they looked to capitalize on the growing Indian market. However the story turned sour due to multiple reasons. The industry saw a number...
MOST RECENT ARTICLES
SOLAR ENERGY
7 Reasons Why First Solar no longer has a Business Model left
This may be a dramatic statement to make about the world's most valued solar company but there are several reasons which I will explain below to illustrate this point. Note the solar industry is in a league of its own in the astonishing drop it solar panel prices (80% price drop over the last 3-4 years) and the rapid increase in demand (60% CAGR over the last 10 years).So the...
WIND ENERGY
Why Indian Clean Energy Policy is Misguided by CSE
The CSE concurs and also criticizes the support for large wind farms as well . Note the capital subsidy and depreciation given to wind farms makes it much more lucrative to just build wind energy turbines rather than on focusing on the electricity generated . This has made many wind farms generate only half of the electricity given by normal wind turbines. Note the article also emphasizes on giving subsidies...
CLIMATE CHANGE
Solar Craze in India as Coal Equipment Supplier and Jeweler acquire Photovoltaic Companies
India's Solar PowerIndustry is starting to see some M&A with both domestic and foreign companies buying smaller firms. While the biggest M&A story is that of Tata Power acquiring the stake in Tata BP Solar, other firms without any grounding in the energy industry are too getting in. Now a Coal Equipment and EPC company Tecpro is getting into the solar energy business by acquiring a small solar lighting and...
GREEN STOCKS
7 Reasons Why First Solar no longer has a Business Model left
This may be a dramatic statement to make about the world's most valued solar company but there are several reasons which I will explain below to illustrate this point. Note the solar industry is in a league of its own in the astonishing drop it solar panel prices (80% price drop over the last 3-4 years) and the rapid increase in demand (60% CAGR over the last 10 years).So the...
WORLD ECONOMY & MARKETS
Pros & Cons of Globalization
Globalization refers to the increase in international trade & commerce amongst the different countries, through the reduction of geographic barriers. With the rapid innovation of smart technology, there has been a rapid increase in trade & economic activities all around the globe in the recent times. There is a free flow of goods, capital, services...
TECHNOLOGY
E-Waste in India grows by more than 500% in 7 years
India’s fast growing middle and upper classes are consuming electronic gadgets at an astounding rate.The replacement cycle has also decreased dramatically as growing disposable incomes means that laptops and mobile phones are being upgraded in short time periods .However unlike US and Europe ,India lacks the regulations for the safe disposal of massive amounts of...