May 2010

May 19, 2010

BioFuels from Crops – Answer to Climate Change and Global Warming?

Biofuels were all the rage during the Bush administration which mandated the use of biofuels for the Transportation Industry.It led to a huge boom in biofuel […]
May 19, 2010

Why is Europe always at the Forefront of Technology Price Fixing and Antitrust actions

For some time I have noticed that European Union has been coming down very strong on anti trust actions and price fixing against technology companies . […]
May 19, 2010

Twin Shocks Hit Markets as Germany Bans Naked Short Selling and US Senate puts Curbs on Credit Cards

Markets have become a very risky place both on the long and short side with governments coming up with new “bailouts” and “regulations” almost each day […]
May 18, 2010

PIGS under Pressure : Portugal sees Unemployment going up even without Austerity

The EU bazooka which led to a massive short covering rally has fizzled out with the Euro below the level that it one week ago.However I […]
May 18, 2010

Telecom Giant Vodafone suffers from "Winner's Curse" of India's 3G auctions

India suffers from high population density making mobile spectrum a scarce and valuable resource for the 12-13 telecom companies operating in India.Even Vodafone which is the […]
May 18, 2010

Another Junk IPO Tarapur Transformers plunges on the day of the Listing

The Indian market has seen a wave of low quality offerings in the recent days propelled by the bullish conditions prevailing in the market.Tarapur Transfromers is […]
May 18, 2010

BP oil spill faces Presidential Commission as “Cozy Relationship” between Companies and the Regulator gets highlighted ; BP claims "partial success"

The BP oil spill has garnered unprecedented media coverage due to the major environment impact it could have on some of the coastal states of the […]
May 17, 2010

Will China "Devalue" Yuan against the Dollar?

The Euro’s rapid 15% decline against the Euro has had an important side effect against the Yuan which is pegged to the dollar.While currencies around the […]
May 17, 2010

Democratization of Nuclear Energy – Miniature Nuclear Plants much closer to reality

Large nuclear power plants require a long time to build with delays due to permitting,environment clearances,financing etc. This can lead to project risk and cost escalations […]
May 17, 2010

Technology Wars – Samsung Plans to Decimate Semi Competition with Huge Capital Spending

Technology has consolidated around 5-10 big players around the world who are gobbling up smaller companies and using their huge cash hoards to outspend the competition.Nothing […]
May 17, 2010

Green IPO: Chinese Wind Heavyweight Goldwind gets approval for $1.5 billion Hong Kong Listing

China has massively increased its wind installations to become the world’s second biggest market in 2009 . It has also managed to cultivate its local home […]
May 17, 2010

Lithium Battery Competition for Electric Vehicles gets Intense with Toshiba Entry

The market for making batteries for electric vehicles is seeing more and more entrants making the competition in this nascent sector quite intense.The competition is being […]
May 16, 2010

US wants a piece of China's Clean Energy Boom;But China only Wants Technology

US wants the booming China clean energy sector to help boost its exports to meet Obama’s mission of doubling exports in the next 5 years.However the […]
May 16, 2010

Top Five Green Investments for the Risk Averse Investor

Investing in Green stocks  is fraught with a lot of risk due to the following factors The demand and supply can fluctuate a lot as the […]
May 16, 2010

Nokia continues to lose marketshare in the Indian mobile market as Local Companies gain traction

Nokia is  already losing the smartphone wars to Apple and Google in the developed markets.So the low end segment is where it is relatively insulated from […]
May 16, 2010

Global Labor Cost Arbitrage – Spanish workers Lose Jobs to poorer EU neighbours

One of my theories is that a lot of distortions and opportunities for arbitrage that we are seeing in the world today is because “Labor is […]
May 16, 2010

Do Indian Solar Manufacturers Fear Foreign Competition?

The Indian Government under the Jawaharlal Nehru Solar Mission has proposed ambitious plans for the development of solar energy with a 20 GW target by 2022. […]
May 15, 2010

Green IPO Jinko Solar Analysis – Extremely Low Quality Offering Seems to be Done in Desperation

Jinko Solar  managed to list today at the bottom end of the range at $11.Earlier they had to cancel their  plan to list in February due […]
May 14, 2010

Technology Wars – Google makes a Strategic Retreat in the Smartphone Front;Closes Nexus One Web Store

Technology has seen the rise of 5-10 big Giants which are consolidating smaller companies and expanding their products/services to fight each other across  multiple segments like […]
May 14, 2010

Greek Contagion Friday Deja Vu : European Markets closes down 3-5%,Euro goes below 1.24,VIX up 15%

The Greek Contagion is back with full force with its attendant symptoms.Only last week these symptoms had shocked us with its ferocity.Last week I wrote in […]
May 14, 2010

Greek Contagion – Euro hits new low despite EU Bazooka as Political and Social Fissures Increase

The European Bazooka which led to a massive short covering rally on Monday has been proven a complete waste in just 5 days. Reports of political […]
May 14, 2010

How Information Technology is Helping the World's Extremely Poor Populations

Uses of Information Technology The use of Technology has immense benefits for the world’s poor in improving governance and accountability and reducing of corruption.It has been […]
May 14, 2010

SMA Solar Inverter Numbers imply Strong Growth in 2010 for Solar Installations

2010 Solar Installation Growth Rate is going to be above 50% driven by a sharp decline in module prices and excelled government guaranteed above market prices […]
May 14, 2010

India's Junk IPO Market – Real Estate IPO Nitesh Plunges 6% on Listing

India has been hit with a wave of extremely low quality IPOs in the recent past . These offerings have extremely poor fundamentals and plunge immediately […]
May 13, 2010

Have US and Europe already Lost the Green Industry Leadership to China

China is recognized as the manufacturing hub of the world due to its low cost of labor and capital coupled with the  pro industry policies of […]
May 13, 2010

Great Numbers of Intial Public Offerings to List in the Indian Capital Markets

I have been writing about the rash of low quality offerings in the Indian market.Many of these companies are trading  below their list prices because  investors […]
May 13, 2010

Technology Wars – SAP gobbles up Sybase to counter Database Leader Oracle

Technology Wars have erupted between  Technology Titans as the Industry consolidates behind 5-10 Big Global players.One of the strategies in these wars is acquisition of small […]
May 13, 2010

Smartphone Skirmish – "Google Proxy" HTC retaliates against Apple through patent lawsuit

The Technology Wars between Google,Apple,Microsoft ,Nokia and others is getting more intense and interesting by the day.Smartphones is the segment where we are seeing the greatest […]
May 12, 2010

Technology Wars – Google to partner Verizon in Battle with Apple in the Tablet Arena

Apple,Google,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 […]
May 12, 2010

US Senate Proposes a "Climate Bill" with support for "Nuclear" and "Oil Drilling" ;Even Then has Little Chance of Being Passed

US has been a laggard in matters of in the climate mitigation issue compared to   Japan and Europe.They are even having trouble in formulating the bill […]