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 Clean Energy Fund manager Philippe de Weck where he finds investment value in a world more concerned about the economic recession than reducing emissions and the short answer is […]
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 leader at an investment conference 2-3 months before the crisis said he had nothing to fear before the debt crisis reached a peak for Dubia.Same thing happened with Greece […]
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 subscription.Jaypee Infratech despite hiring 9 investment banks to sell its IPO just managed to get 1.2 times subscription . Moreover this was done at the lower end of the […]
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 fossil fuels on our environment .The BP Oil Spill is a stark reminder of the devastation that can be caused by our fossil fuel dependence.Green investing s a broad […]
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. You can see the technology consolidation around these 5-10 major technology behemoths which are now straddling large parts of the the technology spectrum. Cisco , HP and IBM are […]
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 anomalous since most of the equity markets are highly correlated due to the globalization of financial capital..Gold has also been continuously rising despite fall in prices of other commodities […]