One of my pet theories is that they we see a lot of distortions and oppurtunities for arbitrage is because labor is not globalized while capital and trade are . When capital and goods/services with some restrictions can move freely around the globe , there are innumerable restrictions on movement of labor leading to outsourcing. […]

First Solar beat the estimates and the gudiance soundly as it prone to do leading to a major stock rally . The stock went up due to the bearish sentiment plus the large short interest on the stock.However there might be some reasons that the stock might be a relative loser  in the long term […]

The Copenhagen Conference on Climate  Change turned out to be a dud despite the huge media hype and hoopla . But despite indifferent support of climate by world governments , investments in climate change by private sector has increased by leaps and bounds despite the slowdown brought on by the financial crisis.Both wind and solar […]

Orient Green Power Ltd (OGPL), is planning to raise  Rs 900 crore to fund its expansion plans of raising capacity to 1000 MW by 2013 from the less than 200 MW now.Shriram EPC, Bessemer andOlympus Capital are the promoters of this company started in 2007 . From its website OGPL is a leading renewable energy […]

With the Indian government showing its strong intent to install large amounts of solar 20 GW by 2020 and enacting a sort of FIT of 40c/KwH , everyday new companies are making an entry. Areva the French capital goods giant is getting ready to supply thermal equipment to the Indian developers who must be frothing […]

Germany seems to be set to reduce solar FIT by 16% for rooftops and 15% for ground mounted installations. Despite speculation that the FIT cuts would be lower,there seems to be no changes as  the 1.5 GW installed in December would have sealed the fate of the cuts . There is already forecasts of 5 […]