Green IPO’s which were being planned with the recovery in the world economy and renewed interest by investors have shuddered to a halt.The European debt problems has put a question mark whether the governments which are the prime drivers of green companies can continue their support. This combined with the market gyrations which are being […]

Greece was given an aid package by EU-IMF to contain any contagion effects but looks like it has failed miserably.No one knows how this one will play out whether the Euro will be dissolved or the countries in question will default/haircut or something new which no one has thought of yet . The  huge amount […]

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 of solar in 6 months compared to the world’s global capacity till date of less  than 20 GW . This led to a sharp revision and crash of the […]

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 the rise in market volatility . I was earlier thinking that a rash of low quality offerings in the Indian market might be sign of the market top .Seeing […]

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 of other Asian countries,so a slowdown in world trade due to European slowdown has little affect India’s financial sector has almost no linkages to the sovereign debt of the […]

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 up more than 5% .10 year Treasuries have recovered from 3.29% yield to 3.41% yield beginning at 3.59% and the US markets have recovered from down 8% to down […]