May 2010

May 7, 2010

Czech Solar Feed in Tariff (FIT) Story of 2010 follows the Spanish Crash of 2009 closely

We all know what happened in Spain in 2008.Due to extremely generous feed in tariffs for solar , installers went on a spree installing 2.5 GW […]
May 7, 2010

Greek Crisis Casualty – IPOs all over the World get pushed to the Backburner

One of the biggest causalities of The Greek crisis has  been the  world IPO market.Number of companies all over the world are deferring their IPOs seeing […]
May 7, 2010

The rise of the Chinese and the fall of the Japanese in the Solar Rankings

IMS has released the top 10 suppliers of solar panels for 2008-2009.What is striking about the the rankings is that the Chinese solar companies have improved […]
May 7, 2010

Has India decoupled from the World Markets ?

India has very low exposure to the current European debt crisis. The reasons for that are: India’s export to GDP ratio is much lower than that […]
May 7, 2010

Why is VIX still up more than 50%,Yen up 5% against Dollar While US markets have recovered after falling 8%

The rush to safe haven assets today was frightening to say the least.As I write this VIX went up by more than 50% while Yen is […]
May 7, 2010

US Markets Drop more than 8% , Dow down more than 900 points ;Where is the PPT

Markets are dropping like a rock. Went down more than 4% in less than a minute.Seemed like that the whole financial system was unravelling. The European […]
May 6, 2010

Nokia continues to lose Marketshare,Brand Appeal and Pricing Power

Nokia’s trajectory  has been going downhill from the peak reached when Motorola nearly self destructed. Now it looks that Nokia is following the same path as […]
May 6, 2010

Why Indian Stock Market can be Hazardous for Investing – Lack of Information,Regulation and Enforcement

While Indian Stock Markets have progressed a lot in terms of disclosure and regulation with  market regulator SEBI introducing numerous reforms in the last decade or […]
May 6, 2010

China's market continues to sink – Harbinger of larger problems?

Recent newsflow from China suggest that the country’s real estate market is poised for a sharp slowdown and the heavily controlled financial sector is sitting on […]
May 6, 2010

We only eat meat in our dreams and possibly on holidays – Income Disparity in Egypt

The growth in income disparity around the world is striking.The internationalization of capital and trade has led to increasing amounts of income for the top percentiles […]
May 6, 2010

India Junk IPO Market – Cattle Feed Company "Tara Health Foods" gets No One to Chew

The Indian stock market  has been hit with  low quality offerings over the recent past  with improvement in the general market conditions.I was wondering whether the […]
May 5, 2010

Technology Wars -Smartphone Market sees Microsoft making an Entry with Kin

As I was writing in my earlier post , consolidation in the technology market is creating Technology Behemoths competing in large parts of the technology spectrum.Microsoft […]
May 5, 2010

Pictet Clean Energy Fund Picks

Here are some thoughts from the Pictet Clean Energy Fund reported on Bloomberg Pictet Clean Energy Fund Finds Value in Cree’s LEDs – Businessweek Ask Pictet […]
May 5, 2010

Spanish PM calls debt fears related to country's sovereign debt as "complete madness" but CDS on Spain keeps climbing higher

The politicians keep saying that the sovereign debt fears related to their country are a complete hogwash but these fears keep coming true with nasty regularity.Dubai’s […]
May 5, 2010

Jaypee Infratech IPO just manages to scrape through at lower end of price band despite Nine I-banks selling it

The Junk Indian IPO  market is not having too much success.Most of  the low quality IPOs are managing to scrape through at just over one time […]
May 5, 2010

What is Green Investing

What is Green Investing? Green Investing has become quite prominent these days because of the concerns with climate change,energy security,peak oil and the deleterious effect of […]
May 4, 2010

The Rise and Rise of Technology Behemoths – Google to sell digital books

Apple,Google,Microsoft 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. […]
May 4, 2010

Do Falling Chinese and Southern European Markets portend the end of March 2009 rally?

For the last few days the Shanghai and Southern European markets of Spain,Greece and Portugal have been falling despite higher US stock indices.This is a bit […]
May 4, 2010

Solar Price Elasticity drives sharp Demand growth – EPIA predicts 12.7 GW solar installations in 2010

EPIA joined the bandwagon of analysts and research firms predicting a large increase in global solar installations in 2010. Solar demand growth will be be >50% […]
May 4, 2010

IMF-EU Brokered Greek Bailout Plan might Unravel sooner than you think

Greece agreed on a plan with EU-IMF which requires sharp spending cuts and tax increases on Sunday to get their hands of more than 100 billion […]
May 4, 2010

Google losing its way in its renewable energy quest by investing in a wind farm

If I was a Google investor I would be alarmed by Google’s investment in a wind farm project.The $39 million investment though small is not what […]
May 3, 2010

SJVN gets subscribed 6.5 times while Low Quality IPOs continue to flood the Indian market

SJVN was a single decent offering amongst the the junk IPOs that have been flooding the Indian IPO market . Read my earlier analysis of the […]
May 3, 2010

Growing number of Global Financial institutions funding Solar – ADB to support solar with a $9 Billion Initiative

Large multilateral developmental institutions are boosting adoption of solar energy through large scaling funding efforts.European Investment Bank recently announced more than Euro 500 million in financing […]
May 3, 2010

BP becomes "desperate" after state pressure mounts to stop the Gulf Oil spill;Flocks of lawyers descend;Human costs Mount

BP is finally waking up from its stupor and looking for help on stopping the oil spilling for its rig in the Gulf of Mexico. While […]
May 3, 2010

Is Sanyo metamorphosing from electronics company to a Renewable Energy Company

Sanyo plans to invest more than  70% of its total investment over the next  3 years in its renewable energy and energy storage segments.Sanyo has never […]
May 3, 2010

US takes first baby steps towards offshore wind at Cape Cod after 10 years of procrastination

USA is taking tentative steps towards offshore wind sector by approving a  468 MW wind farm off the coast of Massachusetts.The approval which has come after […]
May 2, 2010

Where will Portugal and Spain go? Germany Economy Minister says Greek bailout cannot be allowed again

German Economy Minister and Free Democrat Party Leader ( FDP is one of the junior partners in the ruling coalition and stands for its pro-business liberal […]
May 2, 2010

Weekend Bailout – Greece Agrees on EU-IMF bailout with "great sacrifices"

As has been the fashion since the financial crisis began with Bear Sterns, bailouts are worked out during the weekends ,the Greece one also was no […]
May 2, 2010

Obama and BP try to damage control the Gulf Oil spill

President Obama will pay a visit on Sunday to the scene of the one of biggest oil spills to strike US coastal waters. This visit  will […]
May 1, 2010

After China and Canada(Ontario) ,USA could mandate "local content" provisions for Renewable Energy

Ontario,Canada  has a 60% “local content” requirement for renewable energy installed in the province.This is illegal according to WTO but unless someone challenges it in the […]