China

June 3, 2013

Can The Korean Smartphone Dominance Be Broken By Fallen Western Giants?

Samsung (SSNGY.OB) is the world’s largest seller of mobile phones having overtaken Nokia (NOK) in the last couple of years. More importantly, Samsung has also become […]
May 31, 2013

India should learn from China, Force First Solar and others to set factories in India

China forces Foreign companies to set factories in China China has done a fabulous job in forcing foreign companies to play by its rule in the […]
May 29, 2013

Quality Crisis in the $77 billion Solar Industry

Is the quality of Solar Modules compromised today Just when the entire world is getting “solarized“, has crept in another issue regarding the quality standards of […]
May 29, 2013

Europe and China play $27 billion Solar poker game

47% Duty to be imposed by EC Europe and China are playing a high stake poker game with stake value of $27 billion as the European […]
May 28, 2013

The Chinese want to manufacture Solar Products in India to escape the looming Anti-dumping Duties

The Indian solar manufacturing industry is running on fumes with 10% capacity utilization. Even the bigger capacity players like Tata Power, Indosolar and Moser Baer are […]
May 27, 2013

Could the Global Solar Market to grow to a stupendous 62 GW by 2018

Global Solar Industry Scenario The global Solar industry has been in a pickle in the last couple of years with a huge number of bankruptcies amid […]
May 24, 2013

Desperate Suntech sells Solar Panels for a huge Loss

Suntech – Sequence of Events leading it to the current State Suntech (STP) is the company known for its massive management blunders and huge losses since 2010. […]
May 23, 2013

Solar News play with Investor sentiments

The Unpredictable Solar Industry There was news two days earlier that US and Europe may strike a deal with China, in order to prevent the solar […]
May 21, 2013

Chinese Solar stocks soar in a massive short squeeze

Positive Solar Market Reaction following JASO The solar stocks have been very volatile. It is very difficult investing in this sector, because the sector has become […]
May 20, 2013

Solar Wafer Makers remain under pressure despite strong Volume Growth in 2013

Leading solar wafer companies like Renesola (SOL), GCL Poly Energy, SAS and others remain under pressure due to the below cost prices of solar wafers. The […]
May 10, 2013

Secret Gainers of the EU-China Solar Trade War

The EU-China Solar Trade War The European Commission has decided to impose ~40% duties on Chinese solar panel imports from 6th June. This will mark the […]
May 8, 2013

The big question – Whether India should impose Anti-dumping or not?

Anti-dumping Duty in India The Government of India is in a fix trying to decide whether to impose anti-dumping duties or not. The Government’s intention is […]
April 30, 2013

Solarworld on the brink of collapse, looks to Sell itself

Solarworld to Sell itself Solarworld is on the brink of collapse and is looking to sell itself. I have remained quite critical of Solarworld’s prospects in […]
April 27, 2013

10 facts about the Yellow Metal resulting in its falling portfolio value

Falling Portfolio Value of Gold Following are the 10 facts which give a better understanding of falling portfolio value indicating the story of gold which is […]
April 26, 2013

LDK sells its 2 GW solar cell plant for 10 cents to a dollar, what will Hefei City government do with the plant?

LDK sells Piecemeal The bankrupt Chinese solar giant is selling itself piecemeal to generate enough cash to sustain operations. The LDK Solar (LDK) stock has zero […]
April 22, 2013

ISMA fears that Chinese Solar Panel flood could hit India after European Duties

Indian solar industry has been lobbying to get anti-dumping duties imposed on solar panel imports for a very long time. The global solar industry downturn has […]
April 19, 2013

Will China finally impose some order in its Solar Manufacturing Industry?

China’s solar industry is in total chaos with massive overcapacity plaguing the industry for the last two years. Two of the biggest solar companies LDK and […]
April 16, 2013

Why does India need Energy Security reforms

Energy security Energy security is one of the areas where the government needs to work. The lack in the reforms, governance is doing no good to […]
April 15, 2013

Solar Demand growth of 250%, 50% and 65% forecast for Middle-East & Africa, Americas, and Asia in 2013

Solar Growth Solar demand is expected to surge by 20% in 2013, after a flat 2012 as lower solar panel prices boosts solar adoption in under […]
April 11, 2013

First Solar short squeeze leads to massive jump in Solar Stocks – What you need to know

First Solar (FSLR) We have been bearish on First Solar for some time as we felt that the company’s thin film technology is no longer competitive […]
April 10, 2013

Suntech's Stock up – Myths & Reality

Warren to buy Suntech? Suntech stock surged almost 28%, after a rumor that the world’s smartest investor Warren Buffet would buy the company. I don’t know […]
April 1, 2013

Do BRIC Nations require a "Rockefeller" to change the Socioeconomic Scenario

John D. Rockefeller is known for his immense wealth. It made “rich as a Rockefeller” a day-to-day used proverb to signify or symbolize people with extreme […]
March 25, 2013

The Rise of the Robots – Global Labor in more trouble

Global Unemployment The phenomenon of growing unemployment across the world has become a regular feature across daily news stories. This is not restricted to one nation […]
March 21, 2013

Will the Suntech Debt default bring sanity to the Solar Industry

Suntech Debt Default Suntech (STP) which is one of the worst managed solar companies in the industry has been going through tumultuous times after it got […]
March 15, 2013

Poly prices in China up 16% from December but still too low for Sustainability

Polysilicon Prices The prices of polysilicon have gone up a bit in the last few months as poly producers have sharply reduced utilization to 50% or […]
March 13, 2013

After a tepid 2012, China to power 2013 solar demand growth

2013 a Better Year for Solar Solar demand in 2012 slowed down to just 5% after a 40-50% CAGR over the last decade. The slowdown was […]
March 12, 2013

Suntech faces the Moment of Truth as Founder ousted and Debt comes due

Suntech, China The world’s largest solar panel company in 2011 now faces possible closure as it does not have money to pay the convertible bond due […]
March 11, 2013

Solarworld – How long can it survive?

Solarworld Solarworld, which is one of the largest European solar companies surviving the current downturn, is in a bad shape. The company faces a large debt […]
March 8, 2013

Which Country will emerge as the Winner in the Race to be the Largest Economy

Race to be the Largest Economy It is needless to say that after a gloomy performance by the world economy, it is expected that the Emerging […]
March 6, 2013

China Refrains from firing the first shot in the Solar War against Europe

China has been bristling against the hostility in solar trade from major partners such as US and Europe. The dominance of the Chinese solar panel industry […]