August 2010
August 9, 2010
Honda's strategy of promoting Hybrids is a good one as Hybrids make much more economic sense than EVs.Without massive government subsidies EVs are expensive big toys and will unlikely generate large sales or do anything to improve the environment.On the other hand Hybrids are an excelllent intermediate solution to the climate problems.
August 9, 2010
POSCO is setting up a humongous steel complex in the eastern Indian state of Orissa with the total investment of $12 billion.The project which was initiated […]
August 6, 2010
President Obama has said that USA expects to capture 40% global marketshare of the EV/Battery Industry by 2015.This claim is predicated on the Massive Subsidies that […]
August 6, 2010
ote Nuclear Energy is seeing a Renaissance after being in cold storage for the last 2 decades.China and India have been in the lead signing contracts to build several Tens of Gigawatts of Nuclear Power.Enrichment of Nuclear Fuel which is a crucial component of making Nuclear Weapons will not be done in Vietnam.Many countries are forgoing this right to access Nuclear Technology.
August 6, 2010
When Push comes to the Shove,every country looks after its own.Russia has stopped exports as prices increased domestically without a care about the rest of the world.This is not only specific to Russia but all the world's countries where nationalism reigns supreme.With most of the worlds commodities approaching "Peak Supply" it is a worrying thought.
August 6, 2010
Lithium has been claimed to be the “new oil” with a new dedicated ETF recently launched to take advantage of the investor interest in this area.Lithium […]
August 5, 2010
Thailand has proposed to generate 20% of its electricity from Renewable Energy by 2022 and has implemented an "adder" electricity tariff for Green Energy plants.This "adder" tariff is similar to the Feed in Tariff (FIT) schemes prevalent in other parts of the world which gives a higher electricity payment to Renewable Energy Power Generators.Under this policy Thailand is set to give the "adder" tariff for 500 MW of plants till 2020 after which the tariff might be reduced
August 5, 2010
Poor Island Nations like Maldives are most vulnerable to Climate Change with their very existence at stake as rising sea levels threaten to sink them completely […]
August 5, 2010
It is a microcap stock with only $12 million being sold to the public making it easily susceptible to manipulation because of its small float size.Its fundamentals could not in any way justify Rs 199 as even at Rs 118 it looked twice overvalued to me.But the stock kept climbing without any news probably sucking in naive investors out to gamble on the "greater fool" theory until the greatest fools were left holding out the can
August 5, 2010
United Kingdom has been a laggard in climate change and global warming issues especially compared to its European neighbours.While countries like Italy,Germany and Spain have installed […]
August 5, 2010
USA's NSA possesses formidable strengths in this area using American information technology which is the best in the world.USA has denied the export of critical encryption technology in order to safeguard its lead in the cyber security area.India is taking a leaf from these countries albeit in a late manner.India's plan will involve recruiting hackers and software professionals under the aegis of its intelligence agencies.A new law also will be passed to prevent exiting Indian laws from prosecuting these recruits.
August 4, 2010
Taiwan and South Korean Companies have been making massive investments in the Solar Energy Space through both greenfield and brownfield expansion.South Korean Hanhwa has used the […]
August 4, 2010
China's Green Stimulus policies has been massively biased towards the growth of domestic industries.Electric Vehicles is no different with China recently introducing Fuel Efficiency Subsidies in Auto Industry exclusively for Domestic Firms.Now the new announcement by the Ministry of Industry and Information Technology to subsidize energy efficiency in Transportation with a 100 Billion Yuan Subsidy over the next 10 years further explicitly supports domestic firms
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 […]