INDIAN MARKETS

Will Fed rate increase, accelerate the declining price trend of Chinese and Indian real estate?

Declining Price Trend in Real Estate The price of both Chinese and Indian real estate have started to decline over the last year. While Indian real estate prices are showing as stagnant, prices in the ultra-luxury space in Delhi and Mumbai have fallen by 20-30%. Note real estate transactions in India are opaque and the...

SOLAR ENERGY

Taiwanese Solar producers battle hard times, endangered by USA sanctions

Taiwan Solar industry faces turbulence Taiwanese solar cell producers enjoyed a great 2013 and 2014, as USA sanctions on Chinese made solar cells forced many of the top Chinese solar panel producers such as Yingli, Jinko, Renesola and others to source solar cells from Taiwan. Another tailwind was the massive growth in the Japanese solar...

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

Will Fed rate increase, accelerate the declining price trend of Chinese and Indian real estate?

Declining Price Trend in Real Estate The price of both Chinese and Indian real estate have started to decline over the last year. While Indian real estate prices are showing as stagnant, prices in the ultra-luxury space in Delhi and Mumbai have fallen by 20-30%. Note real estate transactions in India are opaque and the...

WORLD ECONOMY & MARKETS

Taiwanese Solar producers battle hard times, endangered by USA sanctions

Taiwan Solar industry faces turbulence Taiwanese solar cell producers enjoyed a great 2013 and 2014, as USA sanctions on Chinese made solar cells forced many of the top Chinese solar panel producers such as Yingli, Jinko, Renesola and others to source solar cells from Taiwan. Another tailwind was the massive growth in the Japanese solar...

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...