Blog

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 […]