May 2010
May 25, 2010
The Greek Contagion continues to negatively affect the world markets and the Euro.Despite a short covering rally in the Euro last week,it has not managed to […]
May 25, 2010
China has been rumored for a long time to mandate a law to provide for a higher electricity rates for renewable energy production (Feed in Tariff) […]
May 25, 2010
Nokia’s faulty execution in the smartphone segment has put it in a position where I can only call it a minor player despite its leading marketshare […]
May 24, 2010
The State of Management of some of the European banks would seem funny if it was not such a serious matter.According to Bloomberg ,Bank CajaSur which […]
May 24, 2010
Hedge Funds are generally regarded with a lot of suspicion and frequently accused by politicians of unnecessary speculation and irresponsible behaviour.But unlike politicians of many countries […]
May 24, 2010
Technology companies like Apple,Google and Microsoft are fighting each other on many fronts in Hardware and Software .Google has been the dominant player in the Internet […]
May 24, 2010
Investing in Real Estate stocks is fraught with high risk because its almost impossible to value these stocks in this sector given the total lack of […]
May 24, 2010
Indian mega industrial groups led by Ambani brothers decided to rescind their non-compete agreement which allows oil and petrochemical giant Reliance to enter the financial,telecom and […]
May 23, 2010
The US Government needs a Reality Check about who is leading the world in Clean Energy.While the US Commerce Secretary thinks that the US might lose […]
May 23, 2010
The sharp appreciation of the yuan against the Euro and the other currencies would make China think of depreciating the yuan against the dollar rather than […]
May 23, 2010
Huawei and ZTE have been in the eye of a storm with the Indian government banning these companies from selling telecom equipment in India due to […]
May 23, 2010
Indian companies Fear Foreign Competition Indian companies raised a massive hue and cry against the Indian government’s draft to allow foreign made modules to be used […]
May 22, 2010
Pakistan started by banning Facebook as one of the pages had a cartoon drawing competition of one of Islam’s revered figures. A group of lawyers petitioned […]
May 22, 2010
The United States could fall behind China and other countries in clean energy technology unless Congress passes energy legislation, U.S. Commerce Secretary Gary Locke said on […]
May 22, 2010
Jaypee Infratech which is one of the low quality offerings (IPOs) to list in the Indian market fell 10% on the very day of the listing.This […]
May 21, 2010
Market Research firm iSuppli has made an extremely “bullish call” for German demand in 2010 and 2011.iSuppli is predicting a 6.6 GW (up 70% y/y) demand […]
May 21, 2010
Pure play Electric Vehicle producer Tesla which has got a lot of press for its “Roadster” Electric Vehicle has found another partner in Toyota.Tesla has earlier […]
May 21, 2010
China which possesses 97% of the total rare earth minerals required by the new age Green Industry has further tightened its grip by cracking down on […]
May 21, 2010
Most of the low quality IPOs that have listed in the Indian market recently, have fallen on the day of the listing itself.Jaypee Infratech which is […]
May 21, 2010
The Solar Thermal Space or CSP (Concentrated Solar Power) is seeing increasing consolidation with numerous acquisitions and partnerships . There are 3 main reasons for this […]
May 21, 2010
India has seen a raft of low quality offerings in the the recent months. However investors should not lose all hope as there has been some […]
May 20, 2010
Jinko Solar is fundamentally a low quality stock.I wrote about Jinko’s IPO a few days ago pointing out the severe shortfalls that the company suffers from– […]
May 20, 2010
A Chronology of the Greek Contagion 1) Markets get spooked by the Greek crisis ; IMF/EU Bailout deemed insufficient 2) European markets and risky assets take […]
May 20, 2010
SJVN was one decent quality company to offer shares amongst the sea of junk initial public offerings.The government which had faced tepid response to the IPO […]
May 20, 2010
India has a number of large state owned Oil/Gas companies most of which are listed on the stock exchange.However these companies are difficult to value fairly […]
May 20, 2010
While European solar module producers have seen their marketshare and revenues crumbling in the face of the Chinese onslaught , there domination of the solar equipment […]
May 20, 2010
Conglomerates across the world have started signaling their attention to become big players in the Green Industry which is predicted to be one of the biggest […]
May 20, 2010
Despite “numerous efforts” by BP which took a week to wake up to the scale of the disaster, the Oil Spill has finally hit the American […]
May 19, 2010
Merkel and Sarkozy Declared War on Euro Speculators 2 weeks ago when they unleashed a massive $1 trillion bailout for the debt ridden “Club Med’ countries […]
May 19, 2010
When under the leadership of Arun Sarin ,Vodafone bought Hutchison Whampoa’s Indian telecom operations for $10.7 billion it was seen as a major triumph.India was supposed […]