2010
August 4, 2010
India looks unlikely to impose capital or currency controls like Asian countries to stem the increasing capital inflows from developed nations.The Indian government and the Central […]
August 4, 2010
Paul Kedrosky’s research had pointed out, it takes a VC to invest $50 million and be in the industry for seven years to make a good […]
August 3, 2010
The Indian Market has seen a slew of junk Initial Public Offerings (IPOs) which have led to large losses for investors.The fundamentals of these companies are […]
August 3, 2010
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.
August 3, 2010
A Record Drought in Russia and Worst Floods in China since 1998 are driving up wheat and rice prices up more steeply than in the commodity […]
August 3, 2010
a-Si technology has much lower efficiency in the range of 7-9% compared to the mainstream crystalline solar technology.a-Si cost advantages over the c-Si technology has also disappeared with falling polysilicon costs.This makes a-Si only feasible for utility sized plants as a-Si's larger area requirements makes unsuitable for residental and commercial segments.The IPP JV is a good move as it will provide captive demand for Sharp's a-Si modules.
August 3, 2010
Huawei faces blacklisting from India on Security Concerns Huawei has been blacklisted by the Indian government from supplying telecom equipment due to security concerns.Despite strong lobbying […]
August 3, 2010
India’s Green Energy Sector got an unexpected boost when the Central Electricity Regulatory Commission (CERC) mandated that utilities all over India will have to compulsorily generate […]
August 2, 2010
The FMCG industry in India is currently trading mostly in the 25-35x range so the company is pricing itself at 25x which makes sense considering that it is a small company with just 1 product.The success of its new products is still open to question and most of the money will be spent of promoting these products.At 25x,the company is not leaving much on the table for investors considering that its new product ventures are risky considering the strong competition in the Indian FMCG market.Though the stock is much better than the junk being offering in the Indian market,I would still give this IPO a miss as their are better options available in the Indian FMCG sector
August 2, 2010
Spain has been in the media spotlight for its proposed retroactive solar subsidy cuts which were strongly opposed by the Solar Industry Association in Spain.These Feed […]
July 29, 2010
SMC seems to have made a strategic call to focus on the thin film Cadmium Indium Gallium Selenide (CIGs) Technology instead of the mainstream crystalline silicon (c-Si) technology.Note CIGs technology is the most promising thin film technology with yields much higher than the other technologies like Cadmium Tellurium (CdTe) used by First Solar and amorphous Silicon (a-Si) which was used by AMAT's Subfab division.
July 29, 2010
Bangladesh recently witnessed violent protests by textile workers who are being forced to work for wages below $1/day even as inflation rages at more than 10% […]
July 29, 2010
Rare Earth Minerals have been in the news because of their necessity in production of Clean Technology products and a virtual Chinese monopoly which controls almost […]
July 29, 2010
Suzuki which is a global Tier 2 automaker is the biggest automobile company in India through its Indian subsidiary Maruti.The company which was formed in the […]
July 28, 2010
India’s primary market for stock issues has seen a lot of junk offerings in the recent past.They have led to big losses for investors naive enough […]
July 28, 2010
According to the German Federal Agency,Germany added 1.7 GW of Solar Energy in the month of June.This bring the cumulative installed capacity for 2010 to 3.4 GW capacity compared to the 3.8 GW capacity installed in the entire 2009.The reduction in Feed in Tariffs in July 2010 has propelled the developers to finish all the projects by June 30 in order to qualify for the much higher electricity rates.
July 28, 2010
Engineers India Follow on Offering (FPO) is a sequel to the government PSU divestment through stake sales in companies with low public float.EIL FPO is going […]
July 22, 2010
Huawei and ZTE,the two Chinese telecom equipment makers keep making headlines for all the wrong reasons.These 2 firms have won over a large amount of marketshare […]
July 22, 2010
China’s Communist Government is notorious for suppressing any note of dissent to its authoritarian rule.Its vice like grip over Internet is already well known by the […]
July 21, 2010
Applied Materials has finally shut down its SunFab Thin Film division after continuous losses in the last couple of years.The Solar Thin Film Technology has seen […]
July 21, 2010
Google’s paltry $39mm investment in a Wind Farm was puzzling as it really seemed to meet no goals.The investment would not lead to any significant advancement […]
July 21, 2010
Climate Change Mitigation and Global Warming have been put in cold storage by world’s major countries like USA and China.While Europe and Japan are pushing initiatives […]
July 21, 2010
Tata Group is the most respected Indian Industrial Group,however that seems to be changing India’s Tata Group of companies is the most respected corporate group in […]
July 20, 2010
Honda is betting more on the success of Hybrid Vehicles than on Electric Vehicles.It seems that the Japanese auto giant thinks that Hybrid Vehicles will get […]
July 20, 2010
China surpassed the USA as the largest emitter of Greenhouse Gases (GHG) in 2006 when it produced 6.2 billion tons of CO2 overtaking the USA at […]
July 20, 2010
India has ambitious plans for the growth of its Nuclear Energy Industry to meets its increasing Energy Demand.India’s Economy has been growing at a scorching pace […]
July 20, 2010
ABB, the European Giant which was formed by merger of Asea and Brown Boveri in 1989 is increasing its lead in the Smart Grid Industry.The company […]
July 19, 2010
The recent recovery in Euro from 1.2 to 1.3 USD and the strength of the stock markets would make you think that the Greek Contagion is […]
July 19, 2010
India’s Nuclear Energy Growth plans has been facing obstacles from China which is using Pakistan as a proxy.Note Pakistan is the recepient of huge aid from […]
July 19, 2010
While their growth and margins are comparable to the private and foreign owned banks in India,the P/E multiple is much lower despite lower risks.The cause of this discount become apparent when you consider some of the loans these banks make.LIC had come under a cloud in nineties for making investments and loans to favored companies