2010

May 5, 2010

Pictet Clean Energy Fund Picks

Here are some thoughts from the Pictet Clean Energy Fund reported on Bloomberg Pictet Clean Energy Fund Finds Value in Cree’s LEDs – Businessweek Ask Pictet […]
May 5, 2010

Spanish PM calls debt fears related to country's sovereign debt as "complete madness" but CDS on Spain keeps climbing higher

The politicians keep saying that the sovereign debt fears related to their country are a complete hogwash but these fears keep coming true with nasty regularity.Dubai’s […]
May 5, 2010

Jaypee Infratech IPO just manages to scrape through at lower end of price band despite Nine I-banks selling it

The Junk Indian IPO  market is not having too much success.Most of  the low quality IPOs are managing to scrape through at just over one time […]
May 5, 2010

What is Green Investing

What is Green Investing? Green Investing has become quite prominent these days because of the concerns with climate change,energy security,peak oil and the deleterious effect of […]
May 4, 2010

The Rise and Rise of Technology Behemoths – Google to sell digital books

Apple,Google,Microsoft 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. […]
May 4, 2010

Do Falling Chinese and Southern European Markets portend the end of March 2009 rally?

For the last few days the Shanghai and Southern European markets of Spain,Greece and Portugal have been falling despite higher US stock indices.This is a bit […]
May 4, 2010

Solar Price Elasticity drives sharp Demand growth – EPIA predicts 12.7 GW solar installations in 2010

EPIA joined the bandwagon of analysts and research firms predicting a large increase in global solar installations in 2010. Solar demand growth will be be >50% […]
May 4, 2010

IMF-EU Brokered Greek Bailout Plan might Unravel sooner than you think

Greece agreed on a plan with EU-IMF which requires sharp spending cuts and tax increases on Sunday to get their hands of more than 100 billion […]
May 4, 2010

Google losing its way in its renewable energy quest by investing in a wind farm

If I was a Google investor I would be alarmed by Google’s investment in a wind farm project.The $39 million investment though small is not what […]
May 3, 2010

SJVN gets subscribed 6.5 times while Low Quality IPOs continue to flood the Indian market

SJVN was a single decent offering amongst the the junk IPOs that have been flooding the Indian IPO market . Read my earlier analysis of the […]
May 3, 2010

Growing number of Global Financial institutions funding Solar – ADB to support solar with a $9 Billion Initiative

Large multilateral developmental institutions are boosting adoption of solar energy through large scaling funding efforts.European Investment Bank recently announced more than Euro 500 million in financing […]
May 3, 2010

BP becomes "desperate" after state pressure mounts to stop the Gulf Oil spill;Flocks of lawyers descend;Human costs Mount

BP is finally waking up from its stupor and looking for help on stopping the oil spilling for its rig in the Gulf of Mexico. While […]
May 3, 2010

Is Sanyo metamorphosing from electronics company to a Renewable Energy Company

Sanyo plans to invest more than  70% of its total investment over the next  3 years in its renewable energy and energy storage segments.Sanyo has never […]
May 3, 2010

US takes first baby steps towards offshore wind at Cape Cod after 10 years of procrastination

USA is taking tentative steps towards offshore wind sector by approving a  468 MW wind farm off the coast of Massachusetts.The approval which has come after […]
May 2, 2010

Where will Portugal and Spain go? Germany Economy Minister says Greek bailout cannot be allowed again

German Economy Minister and Free Democrat Party Leader ( FDP is one of the junior partners in the ruling coalition and stands for its pro-business liberal […]
May 2, 2010

Weekend Bailout – Greece Agrees on EU-IMF bailout with "great sacrifices"

As has been the fashion since the financial crisis began with Bear Sterns, bailouts are worked out during the weekends ,the Greece one also was no […]
May 2, 2010

Obama and BP try to damage control the Gulf Oil spill

President Obama will pay a visit on Sunday to the scene of the one of biggest oil spills to strike US coastal waters. This visit  will […]
May 1, 2010

After China and Canada(Ontario) ,USA could mandate "local content" provisions for Renewable Energy

Ontario,Canada  has a 60% “local content” requirement for renewable energy installed in the province.This is illegal according to WTO but unless someone challenges it in the […]
May 1, 2010

Indian Junk IPO Market – Small IPOs trade way below their record highs

Here is an  analysis on how small IPOs over the past few years are trading way off their highs . Small IPOs trade way below their […]
May 1, 2010

Nokia tries to fight back against local Indian competitors

Nokia which is the undisputed king of the Indian market is facing  not only increased competition in the high end space from smartphones by Apple,RIMM,Google and […]
May 1, 2010

India's Junk IPO Market Update – Tara Health Foods Fails to Get Subscribed

The junk quality of the IPO offerings in the Indian market is making new lows. Despite the markets making new highs most of these low quality […]
May 1, 2010

Labor Cost Arbitrage – Applied Materials moves to Asia

One of my pet theories is that they we see a lot of distortions and oppurtunities for arbitrage is because labor is not globalized while capital […]
April 30, 2010

Markets think we have got past European debt worries, but have we?

Markets were back up to previous levels after a bailout package for Greece got an assent from the Germans and the IMF.But the condition of southern […]
April 30, 2010

USA doing precious little on climate change

With Obama’s election there were lots of hope on the climate change issue with regards to the USA. Under the previous Republican administrations US was actively […]
April 30, 2010

Lack of Global Agreement on Climate Change will lead to Trade Friction

Copenhagen was a disaster and there has been no agreement on how to proceed with policies on a global basis to deal with the ever growing […]
April 29, 2010

Europe's pathway to 100% renewable energy by 2050

EREC has released a  new report “Re-thinking 2050” outlining the roadmap to make Europe 100% powered by renewable energy by 2050  . The report was released […]
April 26, 2010

Yet another Junk IPO Tarapur Transformers in the offing

After two junk IPOs in the last 10 days in the Indian markets another one has come up.As I was refererring to in my last post […]
April 25, 2010

Why do people invest in Indian Real Estate Companies

How do people invest in Indian real estate is beyond me. They are almost impossible to value, are mostly embroiled in cases,have short operating histories and […]
April 25, 2010

A Green Power Utility to IPO in India

Orient Green Power Ltd (OGPL), is planning to raise  Rs 900 crore to fund its expansion plans of raising capacity to 1000 MW by 2013 from […]
April 23, 2010

Low Quality IPO's – Sign of a Market Top?

General stock market Wisdom tells us that low quality IPOs are a sign of a market top . Going by the recent spate of low quality […]