May 2010

May 12, 2010

Gold goes up as Europe and US Continue to Print Paper Currency

Gold has gone up to touch all time highs. Despite the European Bazooka and the melt up in markets,gold has not come down from the highs […]
May 11, 2010

India's Telecom companies face "Winner's Curse" in savage 3G Spectrum Bidding

India’s Telecom Market is a unique market in a lot of ways.The differences are Second Largest Potential Market in the World Cheapest Rentals in the World […]
May 11, 2010

Technology Wars – Nokia reshuffles its Management and Divisions once again to turn the Tide of the Smartphone War

Nokia has been losing the smartphone wars to RIMM,Apple and Google . Despite having a long history,R&D and supply chain in the mobile handset market,it has […]
May 11, 2010

India Junk IPO Market : Texmo Pipes seems a classic case of "Pump and Dump"

I have been wondering whether the rash of low quality IPOs in the Indian markets is the sign of a market top. There have been numerous […]
May 11, 2010

Despite the European Bazooka,Falling Chinese Stocks May Point to a Market Top

Europe’s $970 Billion Bazooka yesterday certainly led to a “defeat” of the “speculators” yesterday as major European markets climbed by 5% while smaller ones climbed by […]
May 11, 2010

2010 Solar Demand to Skyrocket, 2011 however is a Question

Demand in 2010 for solar products is going to be extremely strong with projects of 30-100% y/y increase. Already prices increase and shortage in intermediary products […]
May 11, 2010

Samsung bets Big on Green Energy propelled by Competition and Growth Imperative

Samsung has started taking baby steps into the green business while signaling big intentions about growth and investment.The Company sees most of the future growth to […]
May 10, 2010

Will China Dominate Global Wind like it is dominating Solar ; Europeans bleed while Chinese capture marketshare

China’s rise in solar manufacturing has been nothing short of spectacular.From less than 5% of world marketshare it has gone to more than 50% in the […]
May 10, 2010

EU blows away the "speculators" and the "market" with $970 Billion Bazooka;CAC up 8%,Euro up 2.2%,Asia up 2-3%

The European leaders plan to blow away the Euro sceptics has been an outstanding “success” . The $971 billion plan by the EU,ECB and assorted central […]
May 10, 2010

India's Junk IPO Market : Jaypee Plans to List at Bottom End,Tawalkars manages a 15% premium

I have been writing that the slew of low quality offerings in the Indian market may herald a market high.But this might not be the case […]
May 10, 2010

Huawei's Desperate Ploy to Overturn India's ban : Chinese employees keep Indian Names

India has  put a ban on Chinese telecom equipment manufacturers Huawei and ZTE due to security concerns.There have been reports of Internet espionage of sensitive government […]
May 10, 2010

Hazardous Indian Capital Markets : MFs Distributors Disregard Regulator's Rules with impunity

Investing in the Indian capital markets is fraught with dangers for the retail investors even experienced and informed ones.For the newbie investor they are a veritable […]
May 10, 2010

BP Oil Spill Gives another Excuse for the US to delay the climate Bill

The US has been a laggard on the climate change mitigation compared to the progressive stances taken by Europe and Japan.Despite strong hopes raised by the […]
May 10, 2010

Europe brings a $670 Billion Artillery to battle the "speculators"; We shall defend the Euro whatever it takes – New Battle Cry

As promised the European leaders chalked out a massive 500 Billion Euros Fund to battle against the “speculators” . This fund will provide emergency lending and […]
May 9, 2010

Lufthansa to use BioFuel in its Planes to Reduce Costs of buying Carbon Certificates

Lufthansa is going to mix biofuel with kerosene for its planes starting from 2012 . The EU is mandating the ETS system for the flight industry […]
May 9, 2010

Greek Contagion – Hong Kong's IPO market shudders to a halt

As I was writing in my earlier posts , one of the biggest causalities of The Greek crisis has  been the  world IPO market.Not only have […]
May 9, 2010

Greek Contagion – 15% Oil Correction has Kuwait asking OPEC to support Prices

The last week’s sharp decline in commodities and stock markets has a lot of people making half baked statements while others are panicking . We had […]
May 9, 2010

Greek Contagion – India's Chief Economic Advisor thinks that India might "Benefit" as a "Safe Haven" if Crisis is "Contained"

India’s chief economic advisor thinks that India could benefit from increased capital flows if the Greek crisis is contained at the present level. How he thinks […]
May 9, 2010

SEC moves to create new rules while they can't figure out what caused the 1000 point Dow Crash

SEC as is the case with most regulatory agencies, is trying to create more rules to prevent the 1000 point crash that happened on Thursday.From the […]
May 9, 2010

Spanish Leaders Blame "Speculators" and "Britain" for the Greek Contagion

As I have been writing in my earlier posts , EU leaders are continuing to put the blames of the EU debt crisis on “speculators” and […]
May 8, 2010

Repercussion of China's Internet Espionage of Indian Sites – Huawei and ZTE banned from India

China has recently been in the news over Internet Espionage on defense and sensitive installations in India and USA. This has led to the high profile […]
May 8, 2010

German Court Refuses to Block Aid to Greece ;Top Economists Complaint Rejected

Good news for the Bailout Cheerleading Gang as the top German Court refused to block the emergency aid to Greece which had been approved by the […]
May 8, 2010

Greek Contagion – Portugal Plays Good by accelerating Deficit Reduction

The last 2 weeks market gyrations have had their effect on the PIIGS. The rising interest rate on their bonds and the consequent effect on their […]
May 8, 2010

Greek Contagion – Sarkozy and Merkel indulge in favorite pastime of blaming the "Speculators" ; EU to set up Stabilization Fund

Last week the markets were hammered due to the spreading of the Greek contagion with Euro falling , sovereign debt CDS of the PIIGS increasing daily […]
May 8, 2010

Green Weekend Readings

Choosing an Alternative Energy ETF – Seeking Alpha Gives a good idea on which ETFs are out there to invest in green technology,though you would have […]
May 7, 2010

Nokia losing the Smartphone battle with Apple, Tries to extract Patent Revenue by Suing

Nokia has been losing marketshare,brand appeal  and pricing power in the mobile phone market since it reached its peak with Motorola self destructing.After that it has […]
May 7, 2010

Tough Environment for Green IPOs due to Market Volatility

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 […]
May 7, 2010

Greek Contagion – CAC down 5% in mattter of minutes, VIX up nearly 100% in 2 days

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 […]
May 7, 2010

Another Greek Crisis Casualty – EU Carbon Prices Fall from 17 Month High

EU Carbon prices which had gone ups after the 2009 lows on the back of economy recovery are also falling again.Would make sense since the economy […]
May 7, 2010

Memory Makers make Chips while the Electronics Market Shines – Toshiba predicts Profits to Double

Toshiba today forecast that its profits would double due mainly to its NAND operations. In 2007 and 2008 , memory makers across the world saw their […]