One of the factors behind the Yen Rise is the Chinese record buying of Japanese Government Bonds (JGBs).The Japanese Finance Minister has become concerned as the Japanese cant reciprocally buy Chinese Government Bonds which are not freely traded.Note Japan has a huge government debt load of around 200% of Japans GDP which is mainly financed by domestic investors.China with its humongous Foreign Reserves is the biggest player in the Foreign Exchange Markets Today.

Polysilicon Demand has been skyrocketing in the recent years due to Exponential Growth of the Crystalline Silicon Solar Cells.This made Elkem decide on building a 5000 ton solar specific plant in Norway through a new cheaper process of refining Silicon called Metallurgical Silicon.However the 2008 GFC and poly Oversupply has made this process suspect as $400/kg poly prices went crashing down by 90%.Timminico,a Canadian Producer which was in the process of setting up a giant mg-Si plant has almost collapsed as orders for this less refined Polysilicon Form dried up.

Korean Shipbuilders are facing the twin problems of increased competition from Chinese companies as well as a global glut in Ship Supply.They are looking to diversify away from the ship building industry into newer faster areas of growth.Wind Energy has been growing at above 20% CAGR over the last several years and makes a good area to invest in.Daewoo Shipping has bought a small firm in the USA DeWind to acquire Wind Turbine Technology while Hyundai has already made plans to open Wind Farms.With same skills required in Offshore Wind Farms and Shipbuilding,Daewoo Shipping has set a target of $800 million from Wind Energy by

Taiwan and South Korean Companies have been making massive investments in the Solar Energy Space through both greenfield and brownfield expansion.South Korean Hanhwa has used the greenfield route by buying up a 49.99% stake in 4th largest Chinese solar producer Solarfun while global foundry leader TSMC has bought equity stakes in Stion and Motech.Samsung and […]

South Korean Conglomerate Hanwha subsidiary Hanwha Chemicals has taken a controlling 49.99% stake buying 36 million shares fro m Solarfun at $10.72 (4.6% premium) and the complete shareholding of promoters Good Energies (controls German Q-Cells as well ) and Chairman Mr. Yonghua Lu .Solarfun is the 4th largest Chinese company which has been executing well on a vertical integration strategy.

LG and Samsung have already committed themselves to billion dollar investments into crystalline solar manufacturing.Not to be left behind South Korea’s Hyundai Industries which is known more for its cars,is also making a big push into the Green Energy Space.Like its South Korean peers,Hyundai is also preferring to enter this space through Solar Energy.Hyundai has […]