IBM IBM (IBM) continues to perform poorly as the growth declines and margin increases have come to a halt. The company has failed to grow over the last 10 years, as cheaper and nimbler competitors from India such as Infosys (INFY), Cognizant (CTSH) etc. have taken away marketshare in IT services. The company continued to […]

Taiwan Solar industry faces turbulence Taiwanese solar cell producers enjoyed a great 2013 and 2014, as USA sanctions on Chinese made solar cells forced many of the top Chinese solar panel producers such as Yingli, Jinko, Renesola and others to source solar cells from Taiwan. Another tailwind was the massive growth in the Japanese solar […]

Solar chaos in India India wants to increase its solar capacity by 33x times in the next 7 years and is pushing its state owned companies to increase their investments. NTPC which is India’s largest utility is taking the lead and has already announced a number of tenders for contractors to build plants at AP, […]

State Power plans – fact or fiction The Indian federal government wants to raise the solar RPO to 8%, from 3% when even the 3% is not working. It also wants thermal power plants to keep 10% capacity for solar power, when power utilities are running losses and not setting up any new plant. Bureaucrats […]

BlackBerry BlackBerry (BBRY) has been a big disappointment for investors over the last three years. Despite period stock price bursts, the company fails to live up to investor expectations and the stock price falls back again. The company has been in the restructuring mode for a very long time now, as it looks to replace […]

Funding for Solar in India One of the biggest problems in attaining India’s target of 100 GW will be the massive capital required, as solar energy is capital intensive. India is perennially short of capital and funding the $100-150 billion will be a herculean task, even if the other hurdles are removed. India’s banks are […]