INDIAN MARKETS

My Prophecy Finally proves right as Indian Real Estate Crashes – Find Why Bubble has Burst

Indian Real Estate Bubble – Causes Indian Real Estate price have been in a bubble over the last 5-6 years and I have repeatedly written about the massive bubble in the real estate area, which was distorting the economy and creating issues. The main causes of the Indian real estate bubble were: Massive amounts of...

SOLAR ENERGY

Has Indian Solar Market returned to Irrational Pricing or is 8c/kWh the new Normal

The Indian solar market has become remarkable over the last one year, with solar bid prices falling in a narrow range and large developers starting to dominate the solar auctions. This was in sharp contrast to JNNSM central solar auctions in earlier years when developers had bid irrationally low prices, as many of them did...

WIND ENERGY

With Sun Pharma money, will Suzlon finally turnaround?

Suzlon to turnaround Sun Pharma is India’s largest pharma company by value and one of the largest generic companies in the world. The company has grown at a rapid pace in the last few years and has been the poster child of India’s pharma industry, which has become a big success after India’s IT industry....

CLIMATE CHANGE

India doubles the tax on dirty Coal but no new concrete proposals on the existing plan of 100 GW Solar energy

India presented its budget for 2015-16 in which a number of proposals for propping up the infrastructure sector in India were announced, such as setting up a Rs.20000 crore fund to invest in infra equity. There were also plans to set up 5 more giant thermal power plants with a capacity of 20000 MW. However,...

GREEN STOCKS

Has Indian Solar Market returned to Irrational Pricing or is 8c/kWh the new Normal

The Indian solar market has become remarkable over the last one year, with solar bid prices falling in a narrow range and large developers starting to dominate the solar auctions. This was in sharp contrast to JNNSM central solar auctions in earlier years when developers had bid irrationally low prices, as many of them did...

WORLD ECONOMY & MARKETS

Taiwanese solar companies arise from the ashes for US anti-dumping duties as global solar demand grows

Taiwan Solar Cell manufacturers will capture the global solar cell market The Taiwanese solar industry is the world’s second largest after China and dominated by solar cell and wafer manufacturers. The industry has seen various ups and downs due to volatile nature of the global solar geopolitical currents. The companies were in a soup last...

TECHNOLOGY

BlackBerry Has Disappointed For Too Long – Risk Reward Ratio Not Looking Too Good

BlackBerry BlackBerry (BBRY) has been a big disappointment for investors over the last three years. Despite period stock price bursts, the company fails to live up to investor expectations and the stock price falls back again. The company has been in the restructuring mode for a very long time now, as it looks to replace...