Blog

June 2, 2010

Is the Coal to Liquid (CTL) Tata-Sasol $10 Billion Plant an appropriate use of India's resources?

Introduction to Coal To Liquid (CTL) and Sasol The Tata- Sasol Joint Venture has been working to set up a massive $10 billion coal to liquid […]
June 2, 2010

Huawei and ZTE ban to be overturned as India gives in to lobbying efforts

India has agreed to allow telecom equipment manufacturing equipment from ZTE and Huawei after banning them due to security concerns. Hectic lobbying efforts by Huawei/ZTE,Chinese trade […]
June 2, 2010

Spanish Cajas in trouble as S&P and Fitch cut debt ratings;Caja Madrid reported in need of 3 Billion Euro Bailout

Spanish Cajas have been in the news recently acting as the equivalent of the “subprime sector” during the US financial crisis.CajaSur was seized by the Spanish […]
June 2, 2010

China promotes its CleanTech Industry through Electric Vehicle subsidies

China is already the world’s largest producer of Solar Energy Equipment with almost 50% of global marketshare and is looking to dominate the Wind Energy Industry […]
June 1, 2010

India's Flash Crash – India's Largest Company Reliance's share fall 20% on the BSE

After the Dow and the other US indices crashed by almost 8% in the infamous “Flash Crash” during the Greek contagion,India got its own smaller version […]
June 1, 2010

Nuclear Energy Market – Hitachi-GE failing to keep up with Market Leaders Areva and Toshiba

Nuclear Energy Reactor Market – Main Players The Nuclear Energy Equipment market which is supposed to grow to a Trillion Dollar Market by 2030 is dominated […]
June 1, 2010

Embattled Chinese Equipment Suppliers in India now find support from Chinese Trade Body

ZTE and Huawei have been banned by the Indian government due to security concerns.The reasons for the the ban are pretty obvious with relations between these […]
June 1, 2010

BP incompetence and deception leads to a $60 billion marketcap loss after Oil Spill

British Petroleum shares have crashed by almost 33% since the news of the Gulf Oil Spill broke out.Despite BP being a stable mega cap Energy company […]
June 1, 2010

Seven Reasons that China's Economy might be slowing down

China has been called the “savior” of the world’s economy as its massive $586 billion  Government Stimulus and Easy Money policies sustained over 10% GDP growth […]
June 1, 2010

Semiconductor Foundry King TSMC Faces Serious Challenge from Abu Dhabi Globalfoundries

Introduction to Semiconductor Foundry Model Semiconductor Foundry Leader Taiwan Semiconductor Manufacturing Co.(TSMC) is facing a serious challenge for the No. 1 position from Abu Dhabi company […]
May 31, 2010

India's largest insurer LIC wants opacity in the price discovery process of IPO's

Life Insurance Corporation (LIC) has requested India’s stock market regulator SEBI for price secrecy during Initial Public Offerings (IPO) and Follow on Public Offerings (FPO)s. The […]
May 31, 2010

Clean Technology Race – Singapore has its priorities misplaced by incentivising Manufacturing

Clean Technology is the the Industry that every country in the world is  pursuing aggressively to gain an early mover advantage .Singapore which is a financial […]
May 31, 2010

Tablet Wars – Amazon's Kindle and E-book readers become Obsolete

Amazon’s early success with Kindle Amazon garnered a lot of success though its E-book reader Kindle when there was hardly any competition in the market.The Kindle […]
May 30, 2010

Warmest Year in Recorded History Inflicts a Massive Human Toll in India

National Oceanic and Atmospheric Administration (NOAA) has said that the last decade was the warmest decade since the 19th century with temperatures a whopping 13.3 Degrees […]
May 30, 2010

Solar Energy in India – Biggest Energy Opportunity of the 21st Century

The Indian Government’s launch of the ambitious Jawaharlal Nehru National Solar Mission(JNNSM) promises to catapult India into  becoming the Largest Market for Solar Energy  in the […]
May 30, 2010

M&A and Joint Venture in the Solar Industry picking up pace as Stocks trade at Rock Bottom Valuation

Acquisitions and Alliances have shown an increasing trend in the Concentrated Solar Thermal (CSP) segment in contrast with the Solar Photovoltaic (PV) segment. However the conditions […]
May 30, 2010

Asian White collar workers face Unemployment and Low Wages due to Increasing College Education

The spectacular growth in Asian economies like China,South Korea,HK,Taiwan over the last two decades has raised millions from poverty to a middle class life.This has led […]
May 30, 2010

Bangladesh follows Pakistan in Banning Facebook

Pakistan has been in the news for banning Facebook,Youtube and Twitter as pages from Facebook reportedly offended the sensibilities of the Islamic religion.Instead of just banning […]
May 30, 2010

BP's reputation plunges to a new depth as "top kill" also fails

The whole BP Oil Spill story has been one long list of failures,lies and ineptitude by all the major stakeholders involved.The Obama administration,BP and the Oil […]
May 29, 2010

BP Oil Spill – A Tale of Corruption, Lies and Deception

BP Oil Spill continues to make headlines for the horrific environmental effects it is having on US coastal states .The whole story has been one riddled […]
May 29, 2010

PIGS face a Catch-22 situation – Spain gets its AAA Sovereign Rating cut by Fitch

The Greek Contagion throws up bad news everyday.Not a day passes by it seems when the Markets and the Euro are rocked from the PIIGS.The Spanish […]
May 29, 2010

Standard Chartered IDR Post Mortem – Gets "Bailed out" by Institutions at Lower End

An In Depth Review of Standard Chartered IDR revealed that its was heavily disadvantageous for retail investors  and that’s what the final subscriptions numbers  of the […]
May 28, 2010

US Solar Energy policies seem misguided as Obama visits Solyndra which looks to be Billion Dollar Failure

Solyndra has been  the most hyped startup in the crowded Solar Energy field .It is not due to a lack of competition,another thin film player Nanosolar […]
May 28, 2010

Wind Energy in US hits an Air Pocket in 2010 due to Low Gas Prices and Federal apathy

Wind Energy in 2010 has ground to a halt in the US after a record 10,000 MW were installed in 2009.The ARRA grants in 2009 which […]
May 28, 2010

Could Maoist based Terrorism derail India's outperforming Markets?

India has been increasingly suffering from home grown terrorists who follow a Maoist ideology.These terrorists popularly known as “Naxalites” have been striking with increasing frequency and […]
May 28, 2010

StanChart Indian Depositary Receipt gets just 10% subscription till the last day

Standard Chartered Indian Depositary Receipt (IDR) remains 90% unsubscribed till the last day of the issue.In the first 3 days it has managed to get subscription […]
May 27, 2010

Electric Vehicles -Four Weddings and a Divorce as Auto Heavyweights jostle for position

Electric Vehicles is becoming the most active segment of the Green Industry in recent times with Alliances,Acquisitions as well as Breakups . Global Auto Heavyweights along […]
May 27, 2010

New Secular Bull Market or a Cyclical Bull within a Secular Bear

The recent sharp correction in the S&P and other US indices has been the biggest since the March 2009 Rally.The US and other Global Stock Markets […]
May 27, 2010

Standard Chartered IDR In Depth Review reveals Retail Investor Disadvantages

I had earlier written about Seven Reasons for Not Subscribing to the Standard Chartered IDR based on a high level analysis.Going through the massive 811 page […]
May 27, 2010

2010 to be the Warmest Year since 19th Century but Governments unconcerned

2010 has a very high probability of  being the warmest year since records have been kept from the 19th  century.Land Temperatures in 2010 are supposed to […]