2010

May 22, 2010

Pakistan goes on a Internet Witch Hunt;Bans Facebook,Twitter,Youtube and now Blackberry

Pakistan started by banning Facebook as one of the pages had a cartoon drawing competition of one of Islam’s revered figures. A group of lawyers petitioned […]
May 22, 2010

Reality Check for US Commerce Secretary – USA is already far behind China in Clean Energy

The United States could fall behind China and other countries in clean energy technology unless Congress passes energy legislation, U.S. Commerce Secretary Gary Locke said on […]
May 22, 2010

Case of Sour Grapes – Jaypee Infratech attributes 10% price decline on day of listing to Bad Market Conditions

Jaypee Infratech which is one of the low quality offerings (IPOs) to list in the Indian market fell 10% on the very day of the listing.This […]
May 21, 2010

Market Research firm iSuppli makes a "bullish call" for German demand in 2010 and 2011

Market Research firm iSuppli has made an extremely  “bullish call” for German demand in 2010 and 2011.iSuppli is predicting a 6.6 GW (up 70% y/y)  demand […]
May 21, 2010

Electric Vehicle producer Tesla gets $50 million plus an Auto Plant from Toyota

Pure play Electric Vehicle producer Tesla which has got a lot of press for its “Roadster” Electric Vehicle has found another partner in Toyota.Tesla has earlier […]
May 21, 2010

China cracks down on illegal mining of rare earth minerals which are essential for Green Technology

China which possesses 97% of the total rare earth minerals required by the new age Green Industry has further tightened its grip by cracking down on […]
May 21, 2010

Another Low Quality Indian IPO Jaypee Infratech falls 10% on Day of Listing

Most of the low quality IPOs that have listed in the Indian market recently, have fallen on the day of the listing itself.Jaypee Infratech which is […]
May 21, 2010

Why is Solar Thermal (CSP) Industry seeing so many Acquisitions

The Solar Thermal Space or CSP (Concentrated Solar Power) is seeing increasing consolidation with numerous acquisitions and partnerships . There are 3 main reasons for this […]
May 21, 2010

Another Green IPO in India – Electric Vehicle maker Kabirdass to raise $15 million

India has seen a raft of low quality offerings in the the recent months. However investors should not lose all hope as there has been some […]
May 20, 2010

Jinko Solar Down more than 20% since listing ; I told you so

Jinko Solar is fundamentally a low quality stock.I wrote about Jinko’s IPO a few days ago pointing out the severe shortfalls that the company suffers from– […]
May 20, 2010

A Chronology of the Greek Contagion as Risky assets take another Big Fall

A Chronology of the Greek Contagion 1) Markets get spooked by the Greek crisis ; IMF/EU  Bailout  deemed insufficient 2) European markets and risky assets take […]
May 20, 2010

SJVN leaves Nothing for IPO Investors;Tarapur Transformers falls more than 30% since IPO

SJVN was one decent quality company to offer shares amongst the sea of junk initial public offerings.The government which had faced tepid response to the IPO […]
May 20, 2010

India's Publicly Listed Oil Companies remain Captive to the whims of the Government

India has a number of large state owned Oil/Gas companies most of which are listed on the stock exchange.However these companies are difficult  to value fairly […]
May 20, 2010

Solar Equipment domination by the European companies continues with litte churn in top 10 rankings

While European solar module producers have seen their marketshare and revenues crumbling in the face of the Chinese onslaught , there domination of the solar equipment […]
May 20, 2010

Another Japanese Zaibatsu NEC Plans a Major Foray in the Green Industry

Conglomerates across the world have started signaling their attention to become big players in the Green Industry which is predicted to be one of the biggest […]
May 20, 2010

BP Oil Spill Finally Hits American Coast;Massive Impact on Economy and Environment Expected

Despite “numerous efforts” by BP which took a week to wake up to the scale of the disaster, the Oil Spill has finally  hit the American […]
May 19, 2010

Merkel almost declares defeat in "War" with Euro Speculators after EU Bazooka Fizzles out

Merkel and Sarkozy Declared War on Euro Speculators 2 weeks ago when they unleashed a massive $1 trillion bailout for the debt ridden “Club Med’ countries […]
May 19, 2010

For Vodafone India's Telecom Market turns from Crowing Jewel to Crown of Thorns

When  under the leadership of  Arun Sarin ,Vodafone bought Hutchison Whampoa’s Indian telecom operations for $10.7 billion  it was seen as a major triumph.India was supposed […]
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 […]